Job Description In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and the client onboarding process, helping ensure a seamless and positive client experience. You will be responsible for tracking, anticipating, and coordinating the next steps in the case life cycle while managing tasks between teams.
- A Georgia Life Insurance License is required or must be obtained within 6 months of hire. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Build trusted relationships with clients and teammates.
- Provide direct support to a team of Financial Consultants to service the needs of our clients and attorneys.
- Communicate with English- and Spanish-speaking clients and attorneys to assist with case coordination and follow-up.
- Maintain accurate records within Alloy (our proprietary Customer Relationship Management platform) with a list of prospects and clients and provide real-time case status updates.
- Develop knowledge of the processes and procedures of onboarding structured settlement annuities.
- Apply basic product knowledge of Forge’s core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals).
- Review data in company-wide reports to ensure accuracy.
- Review and analyze case documents, fact patterns, and details to ensure understanding of all aspects of the case and plan.
- Create suitable, accurate settlement recommendation materials for client meetings.
- Save and maintain records of materials within Alloy and our Document Management Platform (M-Files).
- Support Financial Consultants with pre-meeting sales materials, prospect notes, post-meeting debriefs, and updates.
- Schedule, support, and document confirmation of sold products.
- Direct production teams into action based on confirmed sales and next steps.
- Receive and review client policies for accuracy and coordinate policy mailings with production teams.
- Handle client and attorney communication follow-ups in both English and Spanish as needed.
- Perform other duties as needed. Knowledge, Skills, And Abilities
- Positive energy and an optimistic outlook.
- College degree in a related field or equivalent work experience.
- Strong proficiency in Microsoft Office products; ability to create documented procedures, detailed spreadsheets, and utilize Teams and Outlook.
- Strong organizational, research, and analytical skills while maintaining confidentiality.
- Excellent writing and verbal communication skills.
- Ability to communicate with tact and diplomacy with clients, attorneys, and internal teams.
- Excellent customer service skills.
- Flexibility in handling multiple projects.
- Ability to work effectively under pressure within limited time constraints.
- Must be a self-starter; able to work independently and collaboratively with a team.
- Ability to identify opportunities for improvement and solve problems proactively.
- Exercise sound judgment, discretion, prioritization, accuracy, initiative, and strong interpersonal skills.
- Proficient with or able to quickly learn the administrative and financial systems used in the organization. Preferred Skills
- Experience working in a financial services environment.
- Knowledge of financial services industry terminology.
- Experience navigating and documenting within a CRM system.
- Fluency in Spanish. Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to fifteen pounds at times. Travel Requirements
- Less than 5% of the time; occasional travel may be required. Full posting: https://www.linkedin.com/jobs/view/case-analyst-at-the-forge-companies-4452472224
