Complex Case Specialist - Special Programs
Core
Provide expert support to channel partners and members by educating stakeholders on products, services, and complex case solutions for pre-settlement cases involving catastrophic injuries, benefit preservation, trusts, and objections to workers' compensation and liability settlements.
Role type
Senior IC Complex Case Specialist (Special Programs)
Builds
Professional administration services for CareGuard
Domain
Financial services / Insurance / Workers' compensation
Deliverable
client delivery
Required skills
Complex case management, settlement process knowledge, trust industry expertise, sales and product articulation, stakeholder relationship building, strategic problem solving, mediation participation, target-driven conversion
Preferred skills
Experience in catastrophic injury cases, knowledge of liability claims, proficiency in Microsoft Office Suite
Technologies
Microsoft Office Suite
Responsibilities
Proactively discuss and sell products/services to clients; develop rapport with external stakeholders for concierge-level service; influence settlement processes with value-adds; take ownership of high-value complex cases from referral to conversion; follow up with settlement stakeholders via phone/email; strategize with Business Development Managers to overcome objections; convert referrals to Members; serve as direct point of contact for channel partners; attend settlement mediations or roundtable discussions; maintain understanding of Trust types and benefits.
Seniority
Mid-Senior level, hands-on IC