At Integrity, we help people prepare for the good days ahead by protecting their life, health and wealth.
Back Office Case Manager
Location
Texas
Posted
39 days ago
Salary
$65K - $75K / year
Job Description
Job Requirements
- 3 to 5 years experience working as a life insurance case manager
- Prefer experience with a multi-carrier environment and managing complex cases for independent advisors that work with high net worth individuals
- Must have the ability to maintain a high level of accuracy, enthusiasm and dependability
- Demonstrate a strong interest in providing exceptional customer support
- Experience working at a major life insurance carrier, life insurance brokerage operation or an independent life insurance practitioner
- Strong communication and customer service skills
- Willing to take initiative, exhibit creative thinking and take ownership of cases
- Self-starter attitude and strong desire to provide excellent results
- Prior experience with, or quick ability to effectively learn various computer software applications including, Agency Integrator (CRM), PaperClip (Document Management), etc.
- Experience with Microsoft Outlook, Word, Excel, PowerPoint and WebEx
- Bachelor’s degree preferred
Benefits
- Competitive compensation package (annual bonus eligibility)
- Medical, dental, vision and life insurance
- STD/LTD
- Paid Time Off
- Safe Harbor 401K Plan
- Located in downtown, we offer a gym discount, provide commuter allowance, and a great view of Austin
- Company provides snacks, assorted beverages and a stand-up desk workstation
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