Case Manager
HybridIndianapolis, Indiana, United States
Job Summary
Build and maintain trust with producers and sales teams while proactively managing cases to completion by securing outstanding requirements. Communicate case updates clearly and regularly to stakeholders, handling inbound and outbound communications within service level agreements. Collaborate with New Business and Underwriting to prioritize cases, serve as a bridge between producers and home-office teams, and order and follow up on underwriting requirements. Troubleshoot and resolve issues with pending business, and educate partners on New Business platforms. Provide mentorship to Case Manager I team members. Work hybrid in Indianapolis, IN, with occasional physical returns to offices in CA, IN, or ME. Salary Band 02B.
Required Qualifications
- High School Diploma
- 3+ years in customer service
- Strong attention to detail
- Ability to work independently in a fast-paced, high-volume environment
- Proficient in Microsoft Office products (Word, Excel, Outlook)
- Excellent verbal and written communication skills
- Ability to collaborate effectively with internal teams and stakeholders
- Must be able to work hybrid in Indianapolis, IN
- Must be able to physically return to the office in CA, IN or ME as business needs dictate
- Must be able to perform the essential functions of the position satisfactorily
- Must undergo mandated background checks as a condition of employment
Desired Qualifications
- College degree or work experience in lieu preferred
- Insurance, operations, call center or financial services experience
- 2+ years in financial or insurance-related roles (preferred but not required)
- Experience with New Business platforms (e.g., OneSource Online, DocFast)
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