Join to apply for the Case Manager, Insurance Industry role at Simplicity Group
3 days ago Be among the first 25 applicants
Join to apply for the Case Manager, Insurance Industry role at Simplicity Group
Get AI-powered advice on this job and more exclusive features.
Summary:
The objective of this role is to ensure the application process is as smooth and efficient as possible for our agents from start to finish. As a case manager, you will execute professionalism while providing top notch customer service and work to find and create efficiencies
Job Description
Summary:
The objective of this role is to ensure the application process is as smooth and efficient as possible for our agents from start to finish. As a case manager, you will execute professionalism while providing top notch customer service and work to find and create efficiencies . This is an amazing opportunity to join our team in a much-needed position.
Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise.
Primary Responsibilities:
Answer multi-line phone system, greet callers, establish reason for calling and resolve issue in a professional manner by contacting the appropriate person that can help the caller or by taking accurate messages
Ensure all requirements are met on new applications before submitting to the insurance carrier
Work with relevant vendors for necessary follow up
Review and follow up with agents and carriers on all requirements
Process all insurance cases within Salesforce
Provide professional correspondence via email and phone
Work efficiently to meet all service level agreements
Understand carrier workflows and maneuver carrier websites
Work closely with team members to meet common goals and assist when able
Qualifications / Requirements:
Minimum of a High school diploma / GED
Strong computer skills; able to type 60+ word per minute
Proficient in Microsoft Office (Word, Excel)
Experience with G Suite and Salesforce preferred, not required
Experience in related position preferred, not required
Core Competencies:
Ability to provide exceptional customer service
Effective time management skills
Ability to prioritize and multitask in a fast-paced environment
Capable of working both independently and in a team environment
Excellent organizational skills, attention to detail is a must
Ability to react to change in a productive and positive manner
Compensation:
Compensation Based On Experience
Base: $17-$19/hour
Annual Performance Bonus Target: 5%
Employee benefits (health, 401k, life, etc.)
Paid Time Off / Paid Holidays
Professional training and development
Ongoing coaching and mentoring
Small-company feel with big-company support
Possibility to work remote as a work perk, not guaranteed
Opportunities for advancement with company growth
Location : Monticello, MN (onsite)
Company Description
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.
Seniority level Seniority level Mid-Senior level
Employment type Employment type Full-time
Job function Job function Other
Industries Insurance and Employee Benefit Funds
Referrals increase your chances of interviewing at Simplicity Group by 2x
Get notified about new Case Manager jobs in Monticello, MN .
Buffalo, MN $53,100.00-$54,560.25 3 days ago
Social Worker (Child Protection/Assessments) Behavior Resource Specialist (SPED) - 2025-26 Anoka, MN $80,000.00-$130,000.00 2 weeks ago
MENTAL HEALTH PRACTITIONER: TARGETED CASE MANAGEMENT-ADULT Anoka, MN $88,000.00-$94,600.00 2 weeks ago
RN Case Manager - Hospice or Oncology Experience Required! RN Case Manager - Hospice or Oncology Experience Required! RN Case Manager - Hospice or Oncology Experience Required! RN Case Manager - Hospice or Oncology Experience Required! Behavior Resource Specialist (General Education) Anoka, MN $50,029.00-$104,251.00 1 month ago
Social Worker (Teacher on Special Assignment) or Counselor - 2025-26 Social Worker for Primary Students - Special Education and General Education Focused We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.