Job Description
Job Description
Insight Global is seeking an Entry-Level Case Coordinator to support a premier, nationally recognized insurance and wealth management client in Austin, TX. In this role, you will support the expanding case operations team and play an important part in the early stages of the life insurance new business process.
This role is ideal for recent graduates or individuals looking to begin a career in the financial services or insurance industry.
In this position, you will:
- Enter and organize application data within the client’s internal CRM system
- Assist Case Managers with preparing files prior to submission
- Communicate with internal team members as needed
- Support the new business workflow and maintain accurate records
- Perform administrative duties to ensure smooth case operations
- Learn life insurance processes, underwriting stages, and the full case lifecycle
- Report to remote Case Management leadership while collaborating with onsit...
Insight Global is seeking an Entry-Level Case Coordinator to support a premier, nationally recognized insurance and wealth management client in Austin, TX. In this role, you will support the expanding case operations team and play an important part in the early stages of the life insurance new business process.
This role is ideal for recent graduates or individuals looking to begin a career in the financial services or insurance industry.
In this position, you will:
- Enter and organize application data within the client’s internal CRM system
- Assist Case Managers with preparing files prior to submission
- Communicate with internal team members as needed
- Support the new business workflow and maintain accurate records
- Perform administrative duties to ensure smooth case operations
- Learn life insurance processes, underwriting stages, and the full case lifecycle
- Report to remote Case Management leadership while collaborating with onsit...
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