Case Analyst

Case Analyst

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 the client onboarding process, helping ensure a seamless and positive client experience. You will be responsible for tracking, anticipating, and coordinating the next steps in the case life cycle while managing tasks between teams.

*A Georgia Life Insurance License is required or must be obtained within 6 months of hire.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Build trusted relationships with clients and teammates.
• Provide direct support to a team of Financial Consultants to service the needs of our clients and attorneys.
• Communicate with English- and Spanish-speaking clients and attorneys to assist with case coordination and follow-up.
• Maintain accurate records within Alloy (our proprietary Customer Relationship Management platform) with a list of prospects and clients and provide real-time case status updates.
• Develop knowledge of the processes and procedures of onboarding structured settlement annuities.
• Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals).
• Review data in company-wide reports to ensure accuracy.
• Review and analyze case documents, fact patterns, and details to ensure understanding of all aspects of the case and plan.
• Create suitable, accurate settlement recommendation materials for client meetings.
• Save and maintain records of materials within Alloy and our Document Management Platform (M-Files).
• Support Financial Consultants with pre-meeting sales materials, prospect notes, post-meeting debriefs, and updates.
• Schedule, support, and document confirmation of sold products.
• Direct production teams into action based on confirmed sales and next steps.
• Receive and review client policies for accuracy and coordinate policy mailings with production teams.
• Handle client and attorney communication follow-ups in both English and Spanish as needed.
• Perform other duties as needed.

Knowledge, Skills, and Abilities

• Positive energy and an optimistic outlook.
• College degree in a related field or equivalent work experience.
• Strong proficiency in Microsoft Office products; ability to create documented procedures, detailed spreadsheets, and utilize Teams and Outlook.
• Strong organizational, research, and analytical skills while maintaining confidentiality.
• Excellent writing and verbal communication skills.
• Ability to communicate with tact and diplomacy with clients, attorneys, and internal teams.
• Excellent customer service skills.
• Flexibility in handling multiple projects.
• Ability to work effectively under pressure within limited time constraints.
• Must be a self-starter; able to work independently and collaboratively with a team.
• Ability to identify opportunities for improvement and solve problems proactively.
• Exercise sound judgment, discretion, prioritization, accuracy, initiative, and strong interpersonal skills.
• Proficient with or able to quickly learn the administrative and financial systems used in the organization.

Preferred Skills

• Experience working in a financial services environment.
• Knowledge of financial services industry terminology.
• Experience navigating and documenting within a CRM system.
• Fluency in Spanish.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to fifteen pounds at times.

Travel Requirements

• Less than 5% of the time; occasional travel may be required.