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Remote Case Manager

Company: VirtualVocations
Location: Metairie
Posted on: March 12, 2025

Job Description:

A company is looking for a Case Manager to provide personalized service to financial advisors while working from home.



Key Responsibilities:

Process and monitor new business submissions and manage issues for assigned advisors
Organize and prioritize workload to ensure timely processing and issuance of cases
Communicate with advisors to provide updates and resolve complex service issues



Required Qualifications:

Associate's degree in a business field or equivalent education/experience
One year of experience in financial services operations or related industry
PC skills for data entry and navigation within multiple systems
Proficiency using MS Office
Knowledge of life and/or annuity products is preferred

Keywords: VirtualVocations, Metairie , Remote Case Manager, Executive , Metairie, Louisiana

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