Arcadia Settlements Company is looking for a self-starter to join our remote field team as a Case Manager. The Case Manager will be responsible for providing support to the field Consultant(s) and assisting with data entry of case work. This person is eager to learn a new industry and its intricacies along with being flexible and adept at handling competing priorities.
Key responsibilities
- Open standard case files within one day of receipt and close files within one week of notification.
- Confirm and/or obtain current information on open/offer files using standard intake form.
- Prepare settlement proposals.
- Maintain database in Resolver (case management system).
- Maintain life insurance company files, in addition to office files.
- Maintain diaries and update files in Resolver (completed within one day of notification).
- Run diary reports, as well as locate and manage files.
- Maintain inventory and promotional material, as necessary.
- Coordinate travel arrangements and expense reports for Consultant(s) as requested.
- Provide general administrative support as requested by the Consultant(s) and/or Senior Case Managers.
- Assist with special projects and other responsibilities as directed or as appropriate per field office.
Key skills/experience required
- Planning & Organization.
- Attention to detail & following directions.
- Reliability
- Communication
- Self-sufficient in remote environments.
- 0-2 years of office experience in a support function.
- Working knowledge of Microsoft Office.
- Attention to detail and accuracy.
- Strong administrative and organizational skills.
- Ability to learn in-house case management system (Resolver).
- Ability to communicate effectively, both orally and in writing with a variety of people.
- Ability to handle multiple competing priorities.
- Ability to learn travel and expense system.
- Advanced knowledge of Microsoft Office.
- Experience working in the Financial Settlements, legal, or insurance Industry preferred but not required.
- Bi-lingual preferred but not required.
Work environment
- 40-hour work week.
- Must be available to work flexible hours as needed based on business needs.
- Regularly communicates both verbally and in writing.
- Sitting for extended periods of time.
- Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computer components.
- Physical effort and activities include: Light physical effort is required by handling objects up to 20 pounds occasionally and/or up to 10 pounds frequently.