Responsibilities

Kforce has a client that is seeking a Case Manager in Austin, TX. Key Tasks:

• Reviews and processes applications to ensure accuracy replacing incorrect information in relevant systems to maintain complete and compliant files in accordance with state and company guidelines
• Ensures applications meet technical, legal and underwriting/suitability preliminary guidelines
• Provides exceptional customer service with the mindset of going above and beyond for every client interaction, via email and phone calls, to include the end customer and the field
• Establishes and maintains strong working relationships with agents of the assigned cases, including efficient, timely and professional communication
• Ensures that various forms of payment to include checks, credit cards, preauthorized checks and wire transfers are compliant and their corresponding work queues are moved through the workflow efficiently
• Follows all applicable compliance procedures for processing such payments, including federal anti-money laundering guidelines and IRS cash reporting requirements
• Processes amendments, transmittals and policy delivery receipts through applicable systems
• Processes reissue requests on active policies within established time goals and ensures policy is delivered to agent/client
• Follows applicable exception guidelines to maintain proper controls
• Handles requests for duplicate policies and policy cancellations via applicable systems
• Prepare and write professional letters and email correspondence
• Runs background verification for fraud utilizing Instant ID and collects necessary supporting documentation to verify identity in order to move case to Underwriting review
• Responsible for consistent follow-up communication with internal and external vendors to obtain outstanding requirements
• Daily data entry and tracking of current policy inventory/pipeline
• Provides back-up assistance to other staff members in varying new business areas as needed
  
  

Requirements

• High School diploma or equivalent
• 1-2 years of experience in related areas
• Has a sense of urgency without losing attention to detail, and the ability to multi-task
• Excellent customer service skills
• Strong attention to detail
• Able to type 30-40 WPM
• Strong math skills of addition, subtraction, multiplication and division
• 90% Accurate data entry and typing skills required
• Excellent verbal and written communication skills
• Strong collaboration and teamwork skills
• Associate Customer Service (ACS) preferred
• Strong understanding of life insurance and annuities preferred
• Bilingual skills in Spanish and English preferred
  
  

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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