👩🏿💼 Client Care Specialist & Case Manager
- Company
- Professional Planning Group, Inc.
- Location
- Harrisburg, NC
- Date posted
- 2025-01-30
- Job Type
- None
- Industry
- Accounting / Finance
- Description
- The ideal candidate will be a team player with excellent communication skills, will be highly detail oriented and have an ability to take initiative, prioritize daily tasks, and have high follow through. A strong ability to take charge to drive the underwriting process and be a liason to clients and insurance carriers. Would need experience navigating a case load from 100-200 cases. Responsibilities Updating/maintaining client database Prepare and communicate with clients all underwriting...See full description
- Important Skills Hard skillsSoft Skills
- Organizational Skills Attention to Detail Time Management Computer Skills Data Entry Recordkeeping File Management Communication Skills Problem Solving Multitasking
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