Structured Settlement Specialist
About The Position
This is an opportunity to join a forward-thinking insurance organization that is modernizing the way insurance is delivered through technology and a fresh approach to the industry. The company places a strong emphasis on how people work together, not simply on what they accomplish. Employees are encouraged to collaborate, communicate openly, approach challenges with flexibility, and treat one another with respect. There is a genuine focus on building strong working relationships and creating an environment where people can grow both professionally and personally. The culture is collaborative and team-oriented, with an emphasis on trust, adaptability, mutual support, and finding solutions that work well for everyone involved. People are encouraged to listen to one another, remain open to different perspectives, and approach their work with humility and a willingness to learn. If you're looking for a workplace where your relationships with colleagues matter and where you can contribute to a growing, technology-focused organization, this could be an excellent opportunity. We're looking for a highly organized, service-minded professional to support a specialized insurance operation. This person will work closely with insurance professionals and external partners, helping move cases through a multi-step process while providing responsive, dependable support along the way. This is a great opportunity for someone who enjoys relationship-building and coordination just as much as organization and detail-oriented work.
Requirements
- Demonstrated ability to take care of people while staying exceptionally organized
- Build rapport easily and enjoy developing ongoing professional relationships
- Friendly, approachable, and dependable
- Respond promptly and take ownership of requests
- Excellent attention to detail
- Comfortable managing multiple open items at once
- Can recognize when something needs additional investigation rather than simply checking a box and moving on
- Use good judgment and know when to involve someone else
- Communicate clearly and professionally by phone and email
- Comfortable working independently while contributing to a collaborative team
- Take pride in following things through to completion
Nice To Haves
- Experience in insurance, financial services, administrative, client service, education, healthcare, or other professional environment where people rely on you to be responsive, organized, and accurate.
Responsibilities
- Serve as a primary contact for questions and requests from insurance professionals
- Respond to phone calls and emails and make sure open items are followed through to completion
- Help coordinate onboarding and required documentation
- Develop strong, professional relationships with clients, agents, and their office teams
- Track cases through multiple stages of the process, from initial inquiry through completion
- Review applications and supporting information for completeness and accuracy
- Maintain organized records, correspondence, and case-tracking information
- Coordinate with internal specialists and outside partners when additional information or assistance is needed
- Identify situations that require additional review and make appropriate decisions about when to escalate
- Help ensure cases continue moving forward efficiently and accurately
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
