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The Case Manager assists in ensuring timely and efficient processing of all the components within a client’s specific case. Our company is unique within the financial industry. We offer several complex strategies that require diligent follow-through from a servicing and communication perspective.
This is a role with room for growth at a company that is actively expanding. The right person in this position will advance quickly. They will have a passion for helping others, a desire to deliver excellent results, and excitement for creating value at every level.
Industry
- Financial Services
Employment Type
- Full-time
- Opportunity for hybrid remote schedule
Responsibilities
- Track and process outstanding requirements for each case
- Coordinate deliverables with related parties (CPAs, lawyers, insurance carriers)
- Log all calls, tasks and conversations related to cases in CRM software
- Collect and file necessary paperwork from clients, deliver copies to relevant parties
- Schedule and confirm meetings related to your cases
- Pre-fill insurance applications for review and submission
- Order medical records and deliver to the insurance carriers
- Order paramedical exams for the client’s medical requirements
- Receive legal documents and prepare for signatures
Qualifications
- Strong interpersonal skills, articulate with written and verbal communication
- Strong attention to detail
- Persistent, a bulldog with follow up
- Ability to self-prioritize congruent tasks
- Extremely Organized
Benefits
- Healthcare, dental and vision
- 401k with employee matching contributions
- Unlimited PTO system
- Flex Fridays
Job Type: Full-time
Pay: $37.50 – $43.50 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Franklin, TN 37069: Reliably commute or planning to relocate before starting work (Required)
Work Location: One location
