Entry-Level Case Coordinator

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 onsite Austin-based teams This is a direct hire position with a salary of $50,000 to $55,000. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/. Required Skills & Experience - Strong attention to detail and accuracy - Basic computer skills (Microsoft Office, CRM tools) - Organized, reliable, and able to meet deadlines - Strong written and verbal communication skills - Ability to work onsite and support multiple team members - Interest in building a career within financial services or insurance Nice to Have Skills & Experience - Experience in data entry, administrative work, or financial services - Bachelor's degree in Finance, Business, Economics, or related field - Customer service experience - Desire for longterm professional growth within the organization Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.