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Sammons Financial Group
Case Manager - Securities
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Based on Iowa data
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What they do
A Case Manager coordinates delivery of a range of social and health services to individuals and families. Assess client needs and work with agencies and institutions ensure clients get the help they need. Monitor client and work with other service providers as necessary to address client needs.
$48,530 / year median in Iowa
+12% projected growth
Job Description
Case Manager - Securities
West Des Moines, Iowa
Customer Service/Processing
No
8/27/2026
What You Can Expect In This Role
Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes. Work with, navigate within and understand complex computer systems while maintaining high quality work. Responsibilities include but are not limited to: application review, case management, quality assurance and inbound and outbound call support/guidance.
What You'll Do In This Role
- Use superior language skills to provide high quality customer service via telephone (inbound and outbound), email or written communication; conduct communication in a professional, pleasant and helpful manner; perceive, distinguish and empathize with emotions of customers.
- Process a variety of tasks, high volumes of work and inbound phone calls in a fast paced, time-sensitive environment.
- Process applications and corresponding paperwork; document any outstanding requirements.