Primary Purpose:
The Case Manager will support the day-to-day operations including but not limited to, new business and underwriting processing, licensing and contracting, and commissions. This role serves as a point-of- contact for our clients (“Advisors”), Case Managers, and Sales team. The role will cultivate strong advisor and carrier relationships regarding insurance operations to deliver a VIP customer experience.
Key Responsibilities and Essential Functions:
Job Specifications:
At AdvisorNet, we believe in supporting our employees both professionally and personally by offering a comprehensive and competitive total benefits package. Our financial and health benefits include a robust BlueCross BlueShield health plan, dental and vision coverage, short- and long-term disability, basic life and AD&D insurance, as well as options for supplemental life and AD&D. We also offer a 401(k) and profit sharing plan with company match, generous paid time off (PTO), and access to an Employee Assistance Program (EAP). Beyond traditional benefits, we prioritize flexibility and employee wellness with work-from-home Wednesdays and 12 additional work from home days each calendar year. Our newly remodeled resimercial office space features a breakfast café, with healthy fruit and snacks, cold brew and cappuccino bar, and a wellness room, with easy access to walking trails, restaurants, and shopping. Employees also enjoy access to an on-site gym and opportunities for continued education, licensing, and professional designations.
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