Case Manager
Current-Work with assigned advisors to process and monitor new business submissions, ensuring prompt resolution.-Utilize critical thinking skills to assess annuity applications using system tools and established criteria.-Organize and prioritize workload to ensure timely processing, issuing, and placement of cases.-Provide exceptional service through inbound calls and emails, demonstrating ownership and follow-through.-Communicate with agents to obtain supplemental information, explain requirements, and update on pending business.-Proactively offer updated information on contract status, outstanding requirements, and transaction explanations.-Maintain speed of service and quality goals for each task function while processing transactions.-Collaborate with cross-functional teams to facilitate timely responses to pending actions.-Ensure policy delivery requirements are met by following up with agents to place policies within specified timeframes.-Offer information on complex agent service issues, emphasizing agent satisfaction, quality, and efficiency.
