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Case Coordinator

Company: VirtualVocations
Location: Milwaukee
Posted on: November 6, 2024

Job Description:

A company is looking for a Case Coordinator to serve as the primary point of contact for financial professionals and internal wholesalers submitting new applications for financial products.



Key Responsibilities

Manage personal caseload to resolve errors and omissions within departmental guidelines
Handle inbound and outbound communication with financial professionals via calls, faxes, and emails
Professionally manage inquiries from agents, brokers, and internal sources regarding financial and insurance products


Required Qualifications

College degree preferred
1+ years of call center experience
Knowledge of insurance operations
Ability to plan and organize tasks and resources effectively
Commitment to diversity, equity, and inclusion

Keywords: VirtualVocations, Bartlett , Case Coordinator, Other , Milwaukee, Illinois

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