Case Manager, Life Operations

Life Case Manager

The Quantum Group

Scottsdale, AZ

About Quantum

The Quantum Group, an Integrity company, provides financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing, advanced planning and operations support, helping advisors realize their vision and achieve their professional goals.

Job Summary

The ideal candidate will be assisting in the day to day activities within the life insurance department. You will be required to assist in ordering, obtaining and following up on underwriting requirements with each case. Must have reasonable attention to detail, respond to items in a timely manner, and the ability to problem solve. This ole will provide back up support the Life Insurance Director or other Case Managers as needed. This is an in-office position in North Scottsdale.

Primary Responsibilities:

• As an energetic, results-oriented professional you will take individual ownership for delivery cycle-time, accuracy, and compliance standards on all new business applications as part of a high-performance team of accountable, self-directed professionals.

• Essential to success in this position, you will continuously demonstrate your ability to manage multiple, concurrent projects, often at various stages of succession in our overall process.

• Your superior language skills and competency with programs like Microsoft Excel and Word, as well as data entry will all come in handy to help you hit the ground running.

• You’ll be in touch via phone and email with customers and employees, so great organizational and effective communication skills are a must.

• As our work environment is dynamic and fast paced, we will rely on your aptitude to work under pressure and your prioritization and decision-making abilities will be called upon as you perform multiple tasks simultaneously.

Required Skills and Requirements:

• Entry Level OK. Will Train the right candidate.

• Computer proficiency is a must.

• The ability to grasp simplistic financial and insurance based concepts and calculations quickly is required.

• Ability to build a comfortable rapport with our existing client base and have excellent interpersonal communication skills.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. 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 you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.