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Lead Case Manager

VirtualVocations
Houston, Texas, United States
Full-time

A company is looking for a Lead Case Manager (Life) for a remote full-time position in the USA.Key Responsibilities : Process and monitor new business submissions, answer post-sale questions, and manage issues through resolutionComplete suitability review for annuity applications, handle escalated case reviews, and organize workload efficientlyProvide superior customer service to advisors, communicate effectively, and participate in department training and quality assurance reviewsRequired Qualifications : Associate's degree in a business field or equivalent education / experienceEight years of financial services operations or related industry experienceExpert understanding of annuity suitability review and case management conceptsProficiency in using MS Office and PC skills for data entry and navigation within multiple systemsPreferred knowledge of service delivery workflows / timelines for pre and post-issue processes

18 days ago
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