The Equitable
Remote Case Manager - High-Net-Worth Focus
Job Description
Step into a crucial role at Equitable as a Remote Case Manager specializing in High-Net-Worth insurance cases. Bring your experience to foster exceptional client experiences while working flexibly from home.
In this dynamic role, you will manage complex life insurance cases tailored for High-Net-Worth clients, providing proactive support throughout the onboarding process. Your expertise will guide advisors through intricate case strategies while maintaining compliance and quality service. This role emphasizes collaboration with various internal teams and proactive communication with clients to secure successful case outcomes.
Key Responsibilities:
• Manage end-to-end ownership of high-net-worth cases
• Resolve escalations and provide negotiation support
• Serve as the liaison between external partners and internal teams
• Analyze cases to maintain compliant operations
• Monitor performance metrics and strive for improvement
Requirements:
• 3-5+ years in case ...
In this dynamic role, you will manage complex life insurance cases tailored for High-Net-Worth clients, providing proactive support throughout the onboarding process. Your expertise will guide advisors through intricate case strategies while maintaining compliance and quality service. This role emphasizes collaboration with various internal teams and proactive communication with clients to secure successful case outcomes.
Key Responsibilities:
• Manage end-to-end ownership of high-net-worth cases
• Resolve escalations and provide negotiation support
• Serve as the liaison between external partners and internal teams
• Analyze cases to maintain compliant operations
• Monitor performance metrics and strive for improvement
Requirements:
• 3-5+ years in case ...