Retirement Income Case Manager (Insurance)

Location: Fort Wayne, Indiana, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting financial professionals, agents, and clients nationwide.

What you will do

• Monitor retirement income case progress, track outstanding requirements, and provide status updates.
• Review application information, identify potential issues, and research alternative solutions when needed.
• Learn current insurance and retirement product offerings and industry developments, then educate financial advisors.
• Build positive relationships with agents and underwriters while delivering high-quality customer service.
• Identify opportunities to expedite cases and improve processes and services.

Requirements

• At least three years of business experience focused on finance and insurance, or an associate degree with one to two years of experience, or an equivalent combination.
• Experience succeeding in a fast-paced customer service environment.
• Strong negotiation, phone, computer, Microsoft Excel, and Microsoft Word skills.
• Ability to learn internal and carrier software quickly.
• Strong attention to detail, organization, prioritization, and ability to switch between tasks.
• Positive attitude, team spirit, and consistent commitment to high-quality service.

Culture & Benefits

• Relationship-driven, service-centered culture with a focus on supporting agents and clients.
• Family-like work environment within a hyper-growth organization.
• Professional development and career advancement opportunities.
• Competitive compensation package and benefits supporting employees and their families.
• Equal opportunity employer committed to providing reasonable accommodations.