Department: New Business/Operations
Position Title: Sr Case Manager, Insurance Industry
Reports to: Operations Manager
Summary: The objective of this role is to ensure the application process is as smooth and efficient as possible for our agents from start to finish. As a Sr Case Manager, you will execute professionalism while providing top notch customer service and use your industry knowledge to find and create efficiencies. This is an amazing opportunity to join our team in a much-needed position.
Your industry experience, enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate.
We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise.
Primary Responsibilities:
Ensure all requirements are met on new applications before submitting to the insurance carrier
Work with relevant vendors for necessary follow up
Review and follow up with agents and carriers on all requirements
Process all insurance cases within Salesforce
Provide professional correspondence via email and phone
Work efficiently to meet all service level agreements
Understand carrier workflows and carrier specific nuances
Work closely with team members to meet common goals and assist when able
Qualifications / Requirements:
Minimum of a High school diploma / GED
3 years or more experience in a similar role
Strong computer skills; able to type 60+ word per minute
Proficient in Microsoft Office (Word, Excel)
Experience with G Suite and Salesforce preferred, not required
Core Competencies:
Ability to apply product/industry knowledge to effectively complete daily tasks
Strong analytical and problem-solving skills to assist in resolving issues and meeting Company goals and objectives
Ability to provide exceptional customer service in escalated situations
Effective time management skills
Ability to prioritize and multitask in a fast-paced environment
Capable of working both independently and in a team environment
Excellent organizational skills, attention to detail is a must
Ability to react to change in a productive and positive manner
Compensation:
Compensation based on experience
Base: $44,000-$48,000 annually
Annual Performance Bonus Target: up to 10%
Employee benefits (health, 401k, life, etc.)
Paid Time Off/Paid Holidays
Professional training and development
Ongoing coaching and mentoring
Small-company feel with big-company support
Possibility of a hybrid work schedule, not guaranteed
Opportunities for advancement with company growth
Location: The Woodland's, TX (onsite)
Hours: 8:00 am-5:00 pm Monday-Friday
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings ("Simplicity Group") is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company's day-to-day business.
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Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings ("Simplicity Group") is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.