Case Coordinator

Job Summary

A company is looking for a Case Coordinator.

Key Responsibilities

• Manage personal caseload to resolve errors and omissions within departmental guidelines
• Handle inbound and outbound communications with financial professionals regarding applications and documents
• Professionally manage inquiries from agents, brokers, and internal sources about financial and insurance products

Required Qualifications

• College degree preferred
• 1+ years of call center experience
• Knowledge of insurance operations
• Ability to plan and organize tasks and resources effectively
• Experience in telephone-based customer service