Entry-Level Case Coordinator
Insight Global
Job Description
Insight Global is seeking an Entry-Level Case Coordinator to support a premier, nationally recognized insurance and wealth management client in Austin, TX. In this role, you will support the expanding case operations team and play an important part in the early stages of the life insurance new business process.
This role is ideal for recent graduates or individuals looking to begin a career in the financial services or insurance industry.
In this position, you will:
- Enter and organize application data within the client’s internal CRM system
- Assist Case Managers with preparing files prior to submission
- Communicate with internal team members as needed
- Support the new business workflow and maintain accurate records
- Perform administrative duties to ensure smooth case operations
- Learn life insurance processes, underwriting stages, and the full case lifecycle
- Report to remote Case Management leadership while collaborating with onsite Austin-based teams
This is a direct hire position with a salary of $50,000 to $55,000.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
- Strong attention to detail and accuracy
- Basic computer skills (Microsoft Office, CRM tools)
- Organized, reliable, and able to meet deadlines
- Strong written and verbal communication skills
- Ability to work onsite and support multiple team members
- Interest in building a career within financial services or insurance - Experience in data entry, administrative work, or financial services
- Bachelor’s degree in Finance, Business, Economics, or related field
- Customer service experience
- Desire for long‑term professional growth within the organization
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