Job Description
Description
We are looking for a Case Administrator to join a financial services organization based in San Diego, CA. This role is responsible for helping ensure a smooth and efficient application process from submission through completion between insurance agents and carriers. The Case Administrator will provide high-level customer service, maintain professionalism in all interactions, and support the processing and follow-up of new business cases. This is an excellent opportunity to join a growing team in a critical support function.
Primary Responsibilities:
+ Answer a multi-line phone system, greet callers, determine the purpose of the call, and resolve issues professionally or route inquiries appropriately
+ Review new applications to confirm all required information and documentation is complete prior to submission
+ Coordinate with external vendors as needed for follow-up items
+ Monitor outstanding requirements and communic...
We are looking for a Case Administrator to join a financial services organization based in San Diego, CA. This role is responsible for helping ensure a smooth and efficient application process from submission through completion between insurance agents and carriers. The Case Administrator will provide high-level customer service, maintain professionalism in all interactions, and support the processing and follow-up of new business cases. This is an excellent opportunity to join a growing team in a critical support function.
Primary Responsibilities:
+ Answer a multi-line phone system, greet callers, determine the purpose of the call, and resolve issues professionally or route inquiries appropriately
+ Review new applications to confirm all required information and documentation is complete prior to submission
+ Coordinate with external vendors as needed for follow-up items
+ Monitor outstanding requirements and communic...