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Retirement Income Case Manager at Integrity, LLC - ApplyBlast

Retirement Income Case Manager

Integrity, LLC

4 months ago

Fort Wayne, IN

Onsite

Full Time

Senior

0 applicants

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About this role

A Retirement Income Case Manager at Ash Brokerage serves as a liaison between financial professionals and carrier partners to manage insurance and retirement solutions. The role involves monitoring case progress, resolving application issues, and educating advisors on product offerings within a time-sensitive, market-driven environment to protect clients' health and wealth.

Responsibilities

Serve as a liaison between financial professionals and carrier partners
Monitor case progress and track down requirements for smooth processes
Review application information to identify and resolve potential issues
Educate advisors on latest product offerings and industry developments
Maintain positive relationships with agents and underwriters

Skills

Qualifications

Associate DegreeTwo years of experience

About Integrity, LLC

integrity.com

Company Size

1-10 employees

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Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.