Retirement Income Case Manager

Integrity•Fort Wayne, IN

10d•Onsite

About The Position

On the Retirement team, we’re strong advocates for our agents and their clients and work in a time-sensitive, market-driven environment to meet needs. Retirement Income Case Managers serve as a liaison between financial professionals and carrier partners to ensure a smooth and successful process.

Requirements

Minimum three years of business experience with a focus in finance and insurance, or Associate degree with one to two years of experience, or The equivalent combination of education and experience.
Superior negotiation skills to influence successful outcomes.
Detail-oriented.
Track record of success in a fast-paced customer service environment.
Strong phone and computer skills – specifically Microsoft Excel and Word – with the ability to quickly learn our internal and carrier software.
Able to prioritize and switch tasks through the day and remain organized.

Nice To Haves

Positive attitude, team spirit and consistent drive to provide industry-leading service.

Responsibilities

Serve as a liaison between our financial professionals and our carrier partners to ensure a smooth and successful process.
Monitor case progress, track down requirements and provide ongoing status updates.
Review application information to identify any issues that could present a problem – if necessary, you’ll research and present alternative solutions.
Educate yourself on the latest product offerings and industry developments and educate advisors on those subjects to help create new business opportunities.
Continuously look for ways to expedite and improve our processes and services.
Maintain positive relationships with your agents and underwriters.
Deliver great customer service.