Sr. Case Manager

Position Title: Sr. Case Manager (Insurance Industry)

Reports to: Operations Manager

Department: Operations

Location: 900 Circle 75 Parkway SE, Atlanta, GA

Classification: Full-time / Exempt

Summary / Job Objective: The objective of this role is to ensure the new business application process runs smoothly and efficiently from start to finish. As a senior case manager, you will execute professionalism while providing best-in-class customer service, working to find and create efficiencies in a team focused environment. Your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. We value hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise.

Essential Job Functions: As a senior case manager, you are responsible for proactively, professionally, and efficiently supporting the growth of the organization by providing best in class service to our agents, advisors, sales team, and industry partners. Anticipating and navigating the obstacles of new business processes for multiple carriers is a critical aspect of this job.

Key Responsibilities:

Coordinate all aspects of case management and processing for new business cases from inception to placement

Act as the liaison between our carrier partners, advisors, sales team and clients

Perform a comprehensive review of all new business and enter applications into Salesforce

Reconcile all outstanding case requirements and requests for additional information with insurance carriers

Assist with training and development of team members

Prioritize workload and take initiative to expedite cases

Handle escalated requests from Advisors and Agents, providing proactive updates on needed corrections, paperwork and outstanding items

Provide professional correspondence via email and phone

Work efficiently to meet all service level agreements including responding to inquiries in a timely and accurate manner

Understand carrier workflows and maneuver carrier websites

Participate in continuous training

Understand and adhere to the Vision, Mission and Values of Simplicity

Qualifications:

3+ years of insurance and/or financial services industry experience

Experience with annuities and/or life insurance case management with advanced product knowledge

Minimum of a high school diploma / GED

Strong computer skills, comfortable working in a paperless environment

Proficient in Microsoft Office (Word, Excel)

Experience with G Suite and Salesforce preferred, not required

Core Competencies:

Ability to provide exceptional customer service

Effective time management skills

Ability to prioritize and multitask in a fast-paced environment

Capable of working both independently and in a team environment

Excellent organizational skills, attention to detail is a must

Ability to react to change in a productive and positive manner

Ability to aid in the development of other team members communication and presentation skills

Compensation & Benefits:

Compensation (based on experience)

· Annual base salary: $54,000 - $70,000

· Annual performance bonus target 10%

Benefits

· Employee benefits (health, 401k, life, etc.)

· Paid Time Off

· Paid parking

Location: 900 Circle 75 Parkway SE, Atlanta, GA

*This role is an in-office position. Remote possible depending on position and experience.

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.