Insurance Case Manager
3 weeks ago
Job Description:
Citi is seeking a highly skilled Insurance Case Manager to join our team. As an Insurance Case Manager, you will play a critical role in supporting the sales delivery to our internal and external partners through a dual delivery model in follow-up and responsiveness.
Responsibilities:
- Support sales delivery to internal and external partners through a dual delivery model in follow-up and responsiveness.
- Responsible for supporting internal and external growth initiatives communicated to the team.
- Responsible for disseminating communications.
- Provide support on increasing and capturing cross-sell opportunities.
- Increase efficiencies of daily sales and operational activities.
- Responsible for reporting sales results and reasons for successes.
- Support sales executives with specific business initiatives; create, lead, and advise on sales and product training; and support the growth of sales.
- Liaise between sales teams and branches on initiatives.
- Represent sales on the development of strategies and programs to effectively partner with the bank.
- Responsible for partnering sales leadership to deliver activities, programs, and promotions on monthly sales and marketing calls.
- Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention, and satisfaction.
- Work in coordination with sales executives in creating, driving, and supporting business plans and initiatives.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
Qualifications:
- 2-5 years of relevant experience.
- Previous banking experience is preferred.
Education:
- Bachelor's/University degree or equivalent experience.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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