Remote Individual Markets Operations Case Manager

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Fri, Oct 01, 2021

This job expires in: 15 days

Job Category: Account Management

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Education Level: Bachelors

Job Summary

An insurance and wealth management company has a current position open for a Remote Individual Markets Operations Case Manager.

Must be able to:

  • Provide the most complex and high-level service to agency office staff members
  • Proactively monitor and manage assigned customer segment
  • Triage escalations and complex requests

Applicants must meet the following qualifications:

  • Superior ability to de-escalate difficult situations/conversations
  • Expert proficiency in managing a variety of business processes/business lines
  • The ability to achieve/ensure superior quality and productivity results in multiple functions
  • Expertise in Outlook, Microsoft Word and creating Excel spreadsheets and PowerPoint presentations
  • The ability to demonstrate ownership and follow through when reviewing workflows

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