Case Analyst
Atlanta, GA · On-site
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ... Excellent customer service skills. * Flexibility in handling multiple projects. * Ability to work ...
21 Forge Customer Service Representative Jobs Hiring Near You
Case Analyst
Atlanta, GA · On-site
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ... Excellent customer service skills. * Flexibility in handling multiple projects. * Ability to work ...
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ... Excellent customer service skills. * Flexibility in handling multiple projects. * Ability to work ...
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities ... Excellent customer service skills. * Flexibility in handling multiple projects. * Ability to work ...
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Representative, Guardian or Agent for Fiduciary, often exercising broad discretion for ...
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Representative, Guardian or Agent for Fiduciary, often exercising broad discretion for ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
New York, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
New York, NY · On-site +1
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
Atlanta, GA · On-site
$80 - $100/hr
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
Atlanta, GA · On-site
$80 - $100/hr
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Case Analyst
Atlanta, GA · On-site
... of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing ... Excellent customer service skills. * Flexibility in handling multiple projects. * Ability to work ...
Case Analyst
Atlanta, GA · On-site
... of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing ... Excellent customer service skills. * Flexibility in handling multiple projects. * Ability to work ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site
$120 - $180/hr
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site
$120 - $180/hr
... of The Forge Companies' service offerings and confident in referring their injured plaintiff ... Serves as customer liaison, listening and understanding the customer issues and problems, providing ...
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Focused on creating a great customer service experience * Strong leadership skills including ...
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Focused on creating a great customer service experience * Strong leadership skills including ...
Senior Trust Manager
Brentwood, TN · On-site
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Focused on creating a great customer service experience; Strong leadership skills including ...
Senior Trust Manager
Brentwood, TN · On-site
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Focused on creating a great customer service experience; Strong leadership skills including ...
Senior Trust Manager
Brentwood, TN · On-site
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Focused on creating a great customer service experience; Strong leadership skills including ...
Senior Trust Manager
Brentwood, TN · On-site
... service and sales support to Trust Officer, Business Development Officer, Other Forge team members ... Focused on creating a great customer service experience; Strong leadership skills including ...
Trust Officer
Brentwood, TN · On-site
... the personal representative of an estate, agent under a custody agreement, safekeeping or ... Excellent interpersonal and customer service skills. * Excellent organizational skills and ...
Trust Officer
Brentwood, TN · On-site
... the personal representative of an estate, agent under a custody agreement, safekeeping or ... Excellent interpersonal and customer service skills. * Excellent organizational skills and ...
Trust Officer
Brentwood, TN · On-site
... the personal representative of an estate, agent under a custody agreement, safekeeping or ... Excellent interpersonal and customer service skills. * Excellent organizational skills and ...
Trust Officer
Brentwood, TN · On-site
... the personal representative of an estate, agent under a custody agreement, safekeeping or ... Excellent interpersonal and customer service skills. * Excellent organizational skills and ...
Trust Officer
Brentwood, TN · On-site
... the personal representative of an estate, agent under a custody agreement, safekeeping or ... Excellent interpersonal and customer service skills. * Excellent organizational skills and ...
Trust Officer
Brentwood, TN · On-site
... the personal representative of an estate, agent under a custody agreement, safekeeping or ... Excellent interpersonal and customer service skills. * Excellent organizational skills and ...
Elite Remote B2B Sales Closer | Inbound Leads - Social Media
Salt Lake City, UT · Remote
$5.0K - $25K/mo
Experience selling digital marketing, social media, AI, or related services. * Strong comfort using Zoom, Google Meet, and CRM tools. * Proven objection handling and pipeline management skills.
Quick apply
Elite Remote B2B Sales Closer | Inbound Leads - Social Media
Salt Lake City, UT · Remote
$5.0K - $25K/mo
Experience selling digital marketing, social media, AI, or related services. * Strong comfort using Zoom, Google Meet, and CRM tools. * Proven objection handling and pipeline management skills.
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Job description
In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and the client onboarding process, helping ensure a seamless and positive client experience. You will be responsible for tracking, anticipating, and coordinating the next steps in the case life cycle while managing tasks between teams.
*A Georgia Life Insurance License is required or must be obtained within 6 months of hire.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Build trusted relationships with clients and teammates.
- Provide direct support to a team of Financial Consultants to service the needs of our clients and attorneys.
- Communicate with English- and Spanish-speaking clients and attorneys to assist with case coordination and follow-up.
- Maintain accurate records within Alloy (our proprietary Customer Relationship Management platform) with a list of prospects and clients and provide real-time case status updates.
- Develop knowledge of the processes and procedures of onboarding structured settlement annuities.
- Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals).
- Review data in company-wide reports to ensure accuracy.
- Review and analyze case documents, fact patterns, and details to ensure understanding of all aspects of the case and plan.
- Create suitable, accurate settlement recommendation materials for client meetings.
- Save and maintain records of materials within Alloy and our Document Management Platform (M-Files).
- Support Financial Consultants with pre-meeting sales materials, prospect notes, post-meeting debriefs, and updates.
- Schedule, support, and document confirmation of sold products.
- Direct production teams into action based on confirmed sales and next steps.
- Receive and review client policies for accuracy and coordinate policy mailings with production teams.
- Handle client and attorney communication follow-ups in both English and Spanish as needed.
- Perform other duties as needed.
Knowledge, Skills, and Abilities
- Positive energy and an optimistic outlook.
- College degree in a related field or equivalent work experience.
- Strong proficiency in Microsoft Office products; ability to create documented procedures, detailed spreadsheets, and utilize Teams and Outlook.
- Strong organizational, research, and analytical skills while maintaining confidentiality.
- Excellent writing and verbal communication skills.
- Ability to communicate with tact and diplomacy with clients, attorneys, and internal teams.
- Excellent customer service skills.
- Flexibility in handling multiple projects.
- Ability to work effectively under pressure within limited time constraints.
- Must be a self-starter; able to work independently and collaboratively with a team.
- Ability to identify opportunities for improvement and solve problems proactively.
- Exercise sound judgment, discretion, prioritization, accuracy, initiative, and strong interpersonal skills.
- Proficient with or able to quickly learn the administrative and financial systems used in the organization.
Preferred Skills
- Experience working in a financial services environment.
- Knowledge of financial services industry terminology.
- Experience navigating and documenting within a CRM system.
- Fluency in Spanish.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to fifteen pounds at times.
Travel Requirements
- Less than 5% of the time; occasional travel may be required.
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