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Case Manager (Financial Services; Annuity / Life)

Simplicity Financial Distributors Hartford ,CT
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Department:       Operations       

Position Title:     Case Manager

Reports to:         Operations Director

Essential Job Function:

The Case Manager maintains primary ownership of annuity and life cases which requires engaging in frequent communication and coordination between agents, insurance carriers, and internal resources.  Responsible for setting their agent’s expectations appropriately and providing a World Class Customer Service experience, based on our customer’s expectations, throughout the service process.

Primary Responsibilities:

·       Receives and reviews new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier

·       Conducts regular follow-up via website, email or phone on all outstanding underwriting requirements

·       Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately

·       Maintains internal processing database to document work activity and communication on all assigned cases

·       Acts as a conduit for all issues associated with a case to include coordination with all internal departments

·       Follows up with insurance agents on policy delivery requirements, including application amendments, etc., to ensure policy is placed within specified time frame

Qualifications:

·       2+ years of annuity insurance experience preferred

·       Proficiency with Microsoft Office including Word, Excel, Outlook and the ability to navigate and utilize the Internet

·       Proficiency with office equipment including copiers, telephone systems, etc.

·       Demonstrated history of relationship management success

·       Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area

Core Competencies:

·       Ability to provide excellent customer service to both internal and external customers

·       Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced sales environment

·       Strong sense of urgency

·       Willing to ask for help, and well as provide guidance

·       Very adaptable to changing priorities

·       Capable of working independently as well as in a team environment

·       Exceptional interpersonal and written communication skills

·       Demonstrated time management and organizational skills

·       Strong attention to detail and accuracy

·       Ability and willingness to support team to accomplish team goals

Compensation

·       Salary Based on Experience ($40,000 - $50,000)

·       Employee benefits (health, 401k, life, etc.)

·       Paid parking

·       Paid Time Off

Location:  Trumbull St., Hartford, CT 06103

Company Description
Simplicity Financial Distributors is a full-service financial products distribution company that specializes in serving the unique needs of partner agencies, broker-dealers, and their affiliated financial advisors. The company was founded in 2007 with the goal of providing its distribution partners with access to best-in-class fixed, fixed indexed, and variable annuity products, and the operational support, training, and marketing programs to grow product sales. Simplicity Financial Distributors joined Simplicity Financial Marketing Group Holdings (“Simplicity Group”) in 2016 to further accelerate its strategic growth and development.

Through its vast distribution network, Simplicity Group has assisted with the placement of over $4 billion of financial assets in 2019. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 280 employees and 17 offices nationwide and dates its history back 40 years. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its principals, who help drive Simplicity Group’s day-to-day business.

Simplicity Financial Distributors

Why Work Here?

Entrepreneurial Environment, Fantastic Team, Flexible, Fast-Moving, Make an Impact

Simplicity Financial Distributors is a full-service financial products distribution company that specializes in serving the unique needs of partner agencies, broker-dealers, and their affiliated financial advisors. The company was founded in 2007 with the goal of providing its distribution partners with access to best-in-class fixed, fixed indexed, and variable annuity products, and the operational support, training, and marketing programs to grow product sales. Simplicity Financial Distributors joined Simplicity Financial Marketing Group Holdings (“Simplicity Group”) in 2016 to further accelerate its strategic growth and development. Through its vast distribution network, Simplicity Group has assisted with the placement of over $4 billion of financial assets in 2019. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses but which is also focused on growing by acquisition. Simplicity Group has over 280 employees and 17 offices nationwide and dates its history back 40 years. Simplicity Group is owned by one of the leading NYC-based financial services private equity funds and by its principals, who help drive Simplicity Group’s day-to-day business.

Address

190 Trumbull St
Hartford, CT
USA

Website