Operations Case Manager (Fintech)

TL;DR

Operations Case Manager (Fintech): Managing the end-to-end lifecycle of Life and Health insurance applications with an accent on advisor support, case accuracy, and regulatory compliance. Focus on resolving complex case scenarios, influencing stakeholders without authority, and ensuring a seamless client-centric experience within a high-demand environment.

Location: Must be based in the United States

Salary: $21.83 - $29.53 per hour

Company

hirify.global is a financial services organization dedicated to helping people be wise with money and live generous lives.

What you will do

• Serve as the primary point of contact for field staff regarding Life and Health insurance applications.
• Manage the full lifecycle of applications, ensuring accuracy, priority, and adherence to service standards.
• Review documentation for completeness and follow up on missing information to ensure cases are in good order.
• Handle sensitive communications, including confidential information and complaints, while educating stakeholders on products and regulations.
• Collaborate with internal teams to drive continuous process improvements and resolve escalated issues.
• Provide regular status updates on critical cases to field staff and leadership.

Requirements

• Must be based in the United States due to regulatory and operational requirements.
• College degree or equivalent professional experience.
• 2+ years of experience in the financial services industry, specifically within life and health insurance, sales, or customer service.
• Excellent oral and written communication skills with a high level of professionalism.
• Strong analytical, negotiation, and problem-solving abilities.
• Proven ability to work independently, prioritize tasks, and influence others without direct authority.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance plans.
• Retirement benefits including 401k and pension.
• 20 days of Paid Time Off annually, plus 10 paid company holidays.
• Paid parental leave and well-being benefits.
• Supportive environment focused on professional growth and generous living.