Case Manager
Case Manager
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Job Description
Case Manager
Ritter Insurance Marketing
Harrisburg PA
About Ritter Insurance Marketing
Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg Pennsylvania Ritter has satellite offices in New York Nebraska Idaho Arizona Florida Maryland North Carolina and Ohio. More than 280 fulltime Ritter employees support the business of over 15000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents. Ritter Insurance Marketing is a proud member of the Integrity Family of Companies.
Job Summary
The Case Manager is responsible for providing operationalbased customer service particularly regarding commissions and general agent support for operational inquiries. Responsible for analyzing commission data for trends errors and accuracy to ensure consistent payment for Ritter and contracted agents. Acts as first point of contact for the operational items of Ritter with regards to phone communication service requests and/or email. Ensuring agents hierarchies contracts payment methods and tax reporting are following Ritter and carrier policies. Follow all department processes procedures and policies as needed.
Primary Responsibilities:
Assumes responsibility for agent support.
Provides customer service to agents via phone email and in meetings when necessary.
Creates Service Requests (SRs) as needed to track and handle agent issues.
Communicates with carriers and/or outside departments to resolve agent issues.
Assists with phones queues including: Operator Site Assistance and Broker Support.
Processes ACH and W9 documents.
Assumes responsibility for agent commission communications.
Communicates with the carriers as necessary to resolve commission issues.
Works with Commission Analysts to resolve payment questions and concerns.
Keep track of all agent communications.
Assumes responsibility for assigned reporting.
Completes assigned reporting within the set timeframe.
Assume responsibility as mentor when assigned.
Assumes responsibility for miscellaneous duties as assigned by supervisor.
Primary Skills & Requirements:
High School Diploma or equivalent.
Basic understanding of insurance and agent relationship preferred.
Oneyear customer service experience and/or data entry experience.
Oneyear experience with Microsoft Office.
Good communication skills especially over the phone.
Good computer and typing skills.
Good customer service skills.
Ability to operate related computer applications and business equipment.
Positive attitude and ability to work well with others.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit Integrity.
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Manager
Employment Type
Full-Time
