Case Coordinator (REMOTE)

About the job

About the Opportunity:

This organization helps clients secure their financial well-being to enable long and fulfilling lives. The Case Coordinator serves as the primary contact for financial professionals and internal wholesalers submitting new applications for financial products. The role ensures applications and fund transfer documents comply with regulatory standards and contain complete client information, addressing risk assumptions and regulatory requirements at the point of sale.

Responsibilities:

• Manage personal caseload to resolve errors and omissions within departmental guidelines

• Handle work items, outbound and inbound telephone calls, faxes, and emails with financial professionals

• Manage incoming inquiries from agents, brokers, and internal sources regarding financial and insurance products

Requirements:

• College degree

• 1+ years of call center experience

• Strong listening skills

• Attention to detail

Compensation:

• Base salary range is $48,000 to $55,000

• Actual base salaries vary based on skills, experience, and location

• Additional compensation includes base salary increases, spot bonuses, and short-term incentive opportunities based on role and performance

Benefits & Perks:

• Medical, dental, and vision insurance

• 401(k) plan

• Paid time off

• Remote work schedule with core hours from 8:30am to 5:00pm, Monday through Friday

• Periodic office visits may be required based on business needs

Note:

RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.