Job Description
In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As a Case Analyst, you will act as the bridge between client-facing Financial Consultants and client onboarding, ensuring a seamless client experience. You will be responsible for tracking, anticipating, and coordinating the next steps in the case life cycle, while managing tasks between teams. This role requires a GA Life Insurance license, or the ability to obtain it within 6 months of the date of hire.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge, Skills, and Abilities
Preferred Skills :
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift fifteen pounds at times.
Travel Requirements
Less than 5% of the time, but occasional travel is necessary.
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