Ashbrokerage

Retirement Income Case Manager

Fort Wayne, IN

Sponsorship not specifiedDetected 26 days ago

NegotiationExcelCustomer SupportResearch

About the role

On the Retirement team, we're strong advocates for our agents and their clients and work in a time-sensitive, market-driven environment to meet needs.

As case manager, you serve as a liaison between our financial professionals and our carrier partners to ensure a smooth and successful process. You will:
Educate yourself on the latest product offerings and industry developments and educate advisors on those subjects to help create new business opportunities
Maintain positive relationships with your agents and underwriters
Deliver great customer service
Positive attitude, team spirit and consistent drive to provide industry-leading service
As case manager, you serve as a liaison between our financial professionals and our carrier partners to ensure a smooth and successful process.
We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily.
We were founded on the power of relationships, and that still drives our culture today.

Track record of success in a fast-paced customer service environment
Strong phone and computer skills - specifically Microsoft Excel and Word - with the ability to quickly learn our internal and carrier software
Minimum three years of business experience with a focus in finance and insurance, or …
Associate degree with one to two years of experience, or …
At Integrity, you can start a new career path at company you'll love, and we'll love you back.

Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Retirement Income Case Manager
Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life.
As part of the Integrity family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.
The equivalent combination of education and experience
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products.
Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

This listing is sourced directly from Ashbrokerage's careers page and normalized into a canonical job model.