Case Manager - Life/Health Insurance Industry

**Case Manager**

**Ritter Insurance Marketing**

**Harrisburg, PA**

**About Ritter Insurance Marketing**

Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents. Ritter is a proud member of the Integrity Family of Companies.

**Job Summary**

The Case Manager is responsible for providing operational-based customer service particularly regarding commissions and general agent support for operational inquiries. Responsible for analyzing commission data for trends, errors, and accuracy to ensure consistent payment for Ritter and contracted agents. Acts as first point of contact for the operational items of Ritter with regards to phone communication, service requests, and/or email. Ensuring agents' hierarchies, contracts, payment methods, and tax reporting are following Ritter and carrier policies. Follow all department processes, procedures, and policies as needed.

Primary Responsibilities

• Assumes responsibility for agent support.
• Provides customer service to agents via phone, email, and in meetings when necessary.
• Creates Service Requests (SRs) as needed to track and handle agent issues.
• Communicates with carriers and/or outside departments to resolve agent issues.
• Assists with phones queues including: Operator, Site Assistance, and Broker Support.
• Processes ACH and W-9 documents.
• Assumes responsibility for agent commission communications.
• Communicates with the carriers as necessary to resolve commission issues.
• Works with Commission Analysts to resolve payment questions and concerns.
• Keep track of all agent communications.
• Assumes responsibility for assigned reporting.
• Completes assigned reporting within the set timeframe.
• Assume responsibility as mentor when assigned.
• Assumes responsibility for miscellaneous duties as assigned by supervisor.
  
  

Primary Skills & Requirements

• High School Diploma or equivalent.
• Basic understanding of insurance and agent relationship.
• Knowledge of New Business operations and procedures.
• One-year customer service experience and/or data entry experience.
• One-year experience with Microsoft Office.
• Good communication skills, especially over the phone.
• Good computer and typing skills.
• Good customer service skills.
• Ability to operate related computer applications and other business equipment including email, copy
• machine, scanner, fax machine, and telephone.
• Positive attitude and ability to work well with others.
  
  

**Benefits Available**

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability