Job Summary
A company is looking for a Case Coordinator to serve as the primary point of contact for financial professionals and internal wholesalers regarding new applications for financial products.
Key Responsibilities
- Manage personal caseload to resolve errors and omissions within departmental guidelines
- Handle work items, including outbound and inbound calls, faxes, and emails to/from financial professionals
- Professionally manage incoming inquiries from agents, brokers, and internal sources regarding financial and insurance products
Required Qualifications
- College degree preferred
- 1+ years of call center experience
- Knowledge of insurance operations
- Ability to effectively plan and organize tasks and resources
- Experience in telephone-based customer service
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