[Hiring] Case Manager @Zander Insurance Agency

Role Description

Our Case Managers play a vital role in the satisfaction of our clients, guiding them through the insurance process, listening to them, and addressing their needs. They demonstrate knowledge and compassion and thrive in a fast-paced environment, helping clients protect their families.

Your role in protecting families will include:

• Answering incoming calls
• Making outbound follow-up calls
• Working as the guide through the insurance process
• Meeting weekly metrics

Qualifications

• You have a great attitude and the heart of a teacher
• You thrive in a fast-paced environment
• You are reliable, adaptable, and compassionate
• You have basic knowledge of Microsoft Office programs
• You have a typing speed of at least 40wpm
• You have inbound and outbound call experience and can handle high call volume
• You have the ability to work from home

Requirements

• Use of office equipment including personal computer, multiple screens, printer, fax machine, scanner and telephone
• The employee is occasionally required to use hands and fingers to operate, handle, and reach
• Specific vision abilities required by this job include close vision and the ability to adjust focus
• Communicate effectively in English, writing and verbally in person, via email and via telephone
• Communicate effectively via telephone for extended periods of time, up to 7 hours per day
• Ability to pay attention, listen actively, analyze problems and evaluate options, focused on task, multi-task, decision making, and engage appropriately
• Ability to appropriately handle stress in a fast-paced environment and interact appropriately with others
• Sit & stand for extended periods of time up to 7 hours per day
• Must be able to walk up and down stairs (there are no elevators in the 2-story main office building)
• Physical, consistent attendance during normal working hours within a standard 40-hour workweek, as many of the job duties are time sensitive and most effectively and efficiently resolved only through required immediate communication; additional hours may be required
• The noise level in the work environment is usually moderate to loud

Benefits

• Health and dental insurance paid 100% by Zander
• Meaningful work protecting families
• Employee Stock Ownership Plan after one year
• Industry-leading compensation including base salary plus bonuses
• 5% dollar-for-dollar matching on your 401(k)
• Generous paid time off
• Growth and leadership opportunities – we promote from within
• And much more!

Company Description

Right now, most of us are looking for stability – and that’s just what you get at Zander. We’re a family-and-employee-owned agency that has been in business for nearly 100 years, hold the 20-year endorsement of Dave Ramsey, and are a debt-free company.