Insurance Case Administrator

We are looking for a Case Administrator to join a financial services organization based in San Diego, CA. This role is responsible for helping ensure a smooth and efficient application process from submission through completion between insurance agents and carriers. The Case Administrator will provide high-level customer service, maintain professionalism in all interactions, and support the processing and follow-up of new business cases. This is an excellent opportunity to join a growing team in a critical support function.

Primary Responsibilities:

Answer a multi-line phone system, greet callers, determine the purpose of the call, and resolve issues professionally or route inquiries appropriatelyReview new applications to confirm all required information and documentation is complete prior to submissionCoordinate with external vendors as needed for follow-up itemsMonitor outstanding requirements and communicate with relevant parties to obtain needed informationProcess and update cases within the company's CRM system (Salesforce)Maintain professional communication via phone and emailWork efficiently to meet established service expectations and turnaround timesLearn and navigate carrier or partner workflows and related online systemsCollaborate closely with team members to support shared goals and provide assistance when needed