What are the responsibilities and job description for the Case Manager position at Western & Southern Financial Group?
Join Western & Southern – Somewhere You Want to Be
Western & Southern is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 137 years, our long-term success has been fueled by a deep commitment to customer service and our community.
Headquartered in Cincinnati, W&S is a Fortune 500® company recognized as one of America’s Best Midsize Employers by Forbes. Our commitment to career growth and employee development earned us a top 100 ranking on the American Opportunity Index (AOI). We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.
Hear what our associates say about their experience at W&S!
Our Culture: Excellence and Collaboration
Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.
A Day In The Life of a Case Manager
The Case Manager inputs, reviews, and processes life insurance applications as they are submitted. Builds relationships with our agents in order to service and retain their business using a variety of communication methods with the primary method being phone and email.
Duties and Responsibilities:
- Serves as a first-line resource for agents assisting with processing, questions, and time sensitive cases.
- Develops and maintains relationships with internal and external clients to enhance business partnerships on behalf of the Enterprise.
- Recommend steps to agents and internal clients that will move cases to completion within a timely manner.
Desired Competencies and Skills:
- Proven effective customer service skills.
- Excellent verbal and written communication skills with ability to speak in a calm, concise and empathetic manner.
- Proficient in ability to use multiple computer systems with ability to multi-task.
- Ability to adapt to changing needs and process improvement changes.
- Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
- Demonstrate strong attention to detail with excellent organizational skills
Premier Benefits to Support You
We offer a comprehensive benefits package, including:
- Medical, dental, vision, and life insurance.
- 401(k) savings plan with pension options.
- Paid time off increasing with tenure.
- Tuition reimbursement and individualized career development plans.
- Parental leave and maternity leave with a 4-week transition back to work.
- Access to on-site amenities like a fitness center, cafeteria and more.
- Extensive employee discount program.
Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at www.westernsouthern.com/careers/home-office-careers.