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Financial Case Manager Jobs (NOW HIRING)

Case Manager

Johns Creek, GA ยท On-site

$18.50 - $23.75/hr

Case Managers must possess a strong knowledge of the life insurance industry, application process and be skilled at troubleshooting problems that typically cause delays. This is a hybrid role, 3 days ...

Case Manager

Santa Ana, CA ยท On-site

$22 - $25/hr

As a Tax Case Manager, you will oversee and manage tax cases for individuals and businesses ... Prepare and review documentation, including tax returns, financial statements, and correspondence ...

Case Manager Needed in Manhattan! Full time position! About the Position The Case Manager will be ... Submit completed Financial Assistance Requests as needed. -Conduct outreach and engagement to ...

Case Manager

Dickson, TN ยท On-site

$20.76/hr

This role emphasizes strengths-based case management, focusing on employment, financial well-being, and parenting skills to achieve short-term and long-term results for customers. The Case Manager ...

Case Manager

Frederick, MD ยท Remote

$55K - $62K/yr

New Business Case Manager Industry: Life Insurance Location (city, state): Frederick, MD (Hybrid ... Addison Group is partnering with a leading financial services organization specializing in life ...

Case Manager

Frederick, MD ยท Remote

$55K - $62K/yr

New Business Case Manager Industry: Life Insurance Location (city, state): Frederick, MD (Hybrid ... Addison Group is partnering with a leading financial services organization specializing in life ...

Case Manager

Frederick, MD ยท On-site

$55K - $62K/yr

New Business Case Manager Industry: Life Insurance Location (city, state): Frederick, MD (Hybrid ... Addison Group is partnering with a leading financial services organization specializing in life ...

Case Manager

Columbus, OH ยท On-site

$45K - $55K/yr

Financial & Retirement * 401(k) Retirement Plan with 5% Employee Matching after Six Months of ... As a Case Manager, you'll play a meaningful role in service linkage and case management to assist ...

Case Manager

Columbus, OH ยท On-site

$45K - $55K/yr

Financial & Retirement * 401(k) Retirement Plan with 5% Employee Matching after Six Months of ... As a Case Manager, you'll play a meaningful role in service linkage and case management to assist ...

Case Manager

Manhattan, NY ยท On-site

$26/hr

Case Manager Needed in Manhattan! Full time position! About the Position The Case Manager will be ... for financial counseling as needed. -Conduct legal assessments and make referrals as needed ...

Case Manager

Killeen, TX

$18 - $23/hr

Provide comprehensive case management to Veterans and their families who are homeless or at risk of ... Coordinate with the Site Supervisor and Financial Assistance Coordinator to facilitate timely ...

Case Manager

Morristown, NJ ยท On-site

$54 - $56/hr

Performs utilization management and quality screenings In- Patient Case Management is required ... financial needs and technical goals. ATD is a full service provider with offerings in Contract ...

Case Manager

Killeen, TX ยท On-site

$50K - $53K/yr

Provide comprehensive case management to Veterans and their families who are homeless or at risk of ... Coordinate with the Site Supervisor and Financial Assistance Coordinator to facilitate timely ...

Case Manager

Bronx, NY ยท On-site

$46K/yr

Case Manager Program: Ana's Place Salary: $ 42,000 - $46,000 per year Program Description: Ana ... Works collaboratively with the clients and other staffs to identify and obtain financial ...

Case Manager

Monsey, NY ยท On-site

$60K - $75K/yr

Company Overview Our client is a growing financial services organization dedicated to supporting insurance professionals through expert case management, underwriting coordination, and operational ...

At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial ... The Case Manager provides support and structure to participants in developing program plans by ...

Case Manager

Columbus, OH ยท On-site

$45K - $55K/yr

Financial & Retirement * 401(k) Retirement Plan with 5% Employee Matching after Six Months of ... As a Case Manager, you'll play a meaningful role in service linkage and case management to assist ...

Case Manager

Columbus, OH ยท On-site

$45K - $55K/yr

Financial & Retirement * 401(k) Retirement Plan with 5% Employee Matching after Six Months of ... As a Case Manager, you'll play a meaningful role in service linkage and case management to assist ...

Case Manager

Manhattan, NY ยท Remote

$22 - $28.25/hr

Our Case Managers will work directly with veterans and their families to understand their needs ... emergency financial assistance. * Provide referral services to veterans and family members to ...

Showing results 41-60

Financial Case Manager information

See salary details

$14

$22

$32

How much do financial case manager jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial case manager in the United States is $22.95, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $24.76 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial case manager, and why are they important?

To excel as a Financial Case Manager, you need a solid understanding of financial analysis, case management, and relevant regulations, often supported by a degree in finance, social work, or a related field. Familiarity with case management software, financial planning tools, and knowledge of government assistance programs is typically required. Strong interpersonal skills, attention to detail, and effective problem-solving abilities help you build trust and tailor solutions for clients. These skills are vital for accurately assessing client needs, managing complex cases, and ensuring positive financial outcomes.

What is the difference between Financial Case Manager vs Financial Counselor?

AspectFinancial Case ManagerFinancial Counselor
CredentialsOften requires certifications like Certified Financial Counselor or related credentialsTypically requires certification or training in financial counseling or related fields
Work EnvironmentWorks in healthcare, social services, or insurance settings, managing complex financial casesWorks in hospitals, clinics, or community agencies providing financial guidance to patients
Employer & IndustryHealthcare providers, social service agencies, insurance companies

Both roles involve financial guidance, but Financial Case Managers focus on managing complex financial cases within healthcare or social services, often requiring specialized certifications. Financial Counselors primarily provide financial advice and support to individuals in healthcare or community settings. While their work environments overlap, their specific responsibilities and certifications differ slightly.

What are some common challenges financial case managers face when working with clients, and how are they typically addressed?

Financial Case Managers often encounter challenges such as clients' reluctance to share sensitive financial information, managing complex financial histories, and navigating limited resources for assistance programs. To address these, they build trust through clear communication and empathy, maintain confidentiality, and stay current with available aid options. Collaborating closely with social workers and other support staff also helps develop holistic solutions tailored to each client's needs.

What is a financial case manager?

A Financial Case Manager is a professional who assists individuals and families in managing their financial situations, especially when they are facing hardships or complex financial needs. They work with clients to assess their financial status, develop budgets, provide guidance on debt management, and connect them to relevant resources or programs. Financial Case Managers often work in social service agencies, healthcare organizations, or non-profits, helping clients achieve financial stability and independence. Their role may also include advocating for clients and ensuring they receive appropriate financial assistance or benefits.
More about Financial Case Manager jobs
What cities are hiring for Financial Case Manager jobs? Cities with the most Financial Case Manager job openings:
What states have the most Financial Case Manager jobs? States with the most job openings for Financial Case Manager jobs include:
Infographic showing various Financial Case Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $47,743 per year, or $23 per hour.

Case Manager

Quest Financial

Johns Creek, GA โ€ข On-site

$18.50 - $23.75/hr

Other

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Position Summary

This role supports Producers throughout the underwriting and requirement gathering process until a decision is made by the carrier. Case Managers must possess a strong knowledge of the life insurance industry, application process and be skilled at troubleshooting problems that typically cause delays.


This is a hybrid role, 3 days on site 2 from home.


Case Managers will frequently interact with our internal teams, carrier staff, and a vast network of independent producers throughout the country. As a result, this role requires a sincere desire to cultivate and maintain strong relationships.


Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

  • Act as liaison between producers and carriers to achieve an underwriting decision as quickly as possible.
  • Manage requests for case status updates and correspond with carriers to clarify and resolve outstanding requirements.
  • Detect and escalate cases that need additional attention or intervention.
  • Learn to navigate multiple carrier portals.
  • Document work activities and communication in our agency management system.
  • Have a sense of urgency without losing attention to detail.
  • Provide telephone coverage for incoming calls.
  • Schedule periodic calls/virtual meetings with high-volume producers and field office trainers.
  • Generate status reports for management, producers, and others as needed.
  • Support producers with after-issue changes that require the assistance of a carrier underwriter or case manager.
  • Other projects as assigned by management.

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Bachelorโ€™s degree
  • Minimum 5 years of work experience as a Case Manager or similar life insurance experience
  • Prefer experience within a multi-carrier environment
  • Culturally sensitive
  • Strong discernment skills and ability to โ€œtriageโ€ problems
  • Has a sense of urgency without losing attention to detail
  • Ability to adapt to a continually changing environment (technology, procedures, regulations, etc.)
  • Proficient in Outlook, MS Word, Excel, and Power Point
  • Strong written and verbal communication skills