Case Coordinator

Job Summary

A company is looking for a Case Coordinator to serve as the primary point of contact for financial professionals and internal wholesalers regarding new applications for financial products.

Key Responsibilities

• Manage personal caseload to resolve errors and omissions within departmental guidelines
• Handle work items, including outbound and inbound calls, faxes, and emails to/from financial professionals
• Professionally manage incoming inquiries from agents, brokers, and internal sources regarding financial and insurance products

Required Qualifications

• College degree preferred
• 1+ years of call center experience
• Knowledge of insurance operations
• Ability to effectively plan and organize tasks and resources
• Experience in telephone-based customer service