What are the responsibilities and job description for the Client Service Facilitator position at Brokerage Solutions?
About This Role
We are seeking an organized and detail-oriented individual to join our team as a Case Manager at Brokerage Solutions. In this role, you will be responsible for managing and coordinating life insurance & annuities opportunities, including performing follow-ups, coordinating quotes, and providing excellent customer service to new and existing clients. You will also be expected to engage in regular communication with our sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources to ensure seamless execution of our business objectives.
Main Responsibilities:
What We Are Looking For:
We are seeking an organized and detail-oriented individual to join our team as a Case Manager at Brokerage Solutions. In this role, you will be responsible for managing and coordinating life insurance & annuities opportunities, including performing follow-ups, coordinating quotes, and providing excellent customer service to new and existing clients. You will also be expected to engage in regular communication with our sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources to ensure seamless execution of our business objectives.
Main Responsibilities:
- Manage and coordinate case processing workflows.
- Provide ongoing support and service to policyowners and advisors.
- Ensure compliance with company policies and regulatory requirements.
- Review documents thoroughly to support new business generation.
- Meet phone and transaction performance targets set by stakeholders.
- Stay current on medical facility and insurance carrier policies, operational processes, and compliance standards.
What We Are Looking For:
- Bachelor's degree or higher.
- Two (2) or more years of experience in Life and Annuity Insurance.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work in a team environment.
- Prior experience with iPipeline and SureLC systems is highly valued.
