Case Manager

Job Description:

• Act as the main point of communication and liaison for all cases - related stakeholders, including customers, internal team, and external partners.

• Keep stakeholders consistently updated on case progress, key developments, and outcomes.

• Take full ownership of cases from initiation to resolution, ensuring timely and effective handling.

• Coordinate with relevant teams and departments to maintain smooth case flow and address any issues promptly.

• Track and monitor ongoing cases to ensure timely resolution and maintain case quality standard.

• Analyze case trends, matrix, and data to identify pattern and suggest process improvement.

• Provide coaching and training to service teams to enhance case handling efficiency.

• Develop training materials, workshop, and sessions to improve case management practices across the team.
  
  Requirements:

• Bachelor’s Degree preferred

• 5years of supervisory or team leader experience preferred.

• 3+ years annuity experience or 4-6 years financial services industry experience

• Ability to build and manage relationships with the key internal stakeholders