A rewarding career opportunity has emerged for a Case Coordinator/Manager in Montpelier,VT. This role offers a unique chance to considerably impact customer experiences within the life insurance sector. By ensuring applications are handled with speed, accuracy, and genuine care, the successful candidate will play a pivotal role in providing customers with peace of mind.

The Case Coordinator/manager will be responsible for assessing various risk factors, including medical, non-medical, and financial aspects, to determine appropriate ratings for life insurance applications. Daily tasks involve processing applications through workflow management systems, collaborating with team members, and maintaining effective communication with agents via phone, email, and CRM systems. This position serves as the primary point of contact for agents throughout the submission lifecycle.

Professional development is highly encouraged, with access to various courses and seminars. The role also involves working within a close-knit team to achieve annual goals and foster personal and professional growth.

Key Responsibilities and Skills

The ideal candidate should possess at least one year of professional experience interacting with customers in the life insurance and/or annuity fields. A passion for working in a cause-driven culture is essential. While a college degree is preferred,the company values skills,experience,and a positive attitude. A successful background check, including fingerprinting, is required.

Essential skills include:

• Detail-oriented with excellent multitasking abilities.
• Strong communication skills with empathy and active listening.
• Results-oriented with leadership potential.
• Intuitive problem-solving skills with critical and creative thinking.
• Commitment to delivering exceptional customer service.
• Sound judgment and self-reliant decision-making abilities.
• A proactive approach to improving efficiency and embracing change.
• A passion for continuous learning and business acumen.
• adaptability to thrive in a rapidly growing company.

“Our Case Coordinator/Case Managers deliver a superior customer experience… ensuring life insurance applications are processed with the speed, accuracy and caring curiosity.”

Employee Benefits and Opportunities

The company offers competitive pay and complete health, wellness, and insurance benefits. Employees can expect genuine opportunities for career advancement, a fun and collaborative work environment, and paid training through internal programs. Additional benefits include tuition reimbursement, paid time off, paid community service hours, and access to an onsite fitness center. The company also fosters a culture committed to inclusion and diversity.

The company has been dedicated to its people, customers, community, and environment as 1848.