IMO Case Manager

Job Summary

A company is looking for an IMO Case Manager to provide service support to financial advisors and IMOs.

Key Responsibilities

• Act as a dedicated point of contact for operational service requests from internal and external partners
• Establish strong working relationships with financial advisors and IMO partners
• Provide operational support regarding contract structuring, product features, and service guidelines

Required Qualifications

• College degree preferred or 3-5 years of equivalent experience required
• Strong working knowledge of Annuity Products (Fixed, Fixed Index, and Variable)
• Background in Operations/Financial Services experience preferred
• Familiarity with CRM Systems, such as Salesforce.com
• Excellent customer focus and ability to build constructive relationships with advisors