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1 result for Financial Systems Administrator in San Diego, CA
- San Diego, CA
- onsite
- Temporary / Contract
- 23 - 25 USD / Hourly
- <p>We are looking for a Case Administrator to join a financial services organization based in San Diego, CA. This role is responsible for helping ensure a smooth and efficient application process from submission through completion between insurance agents and carriers. The Case Administrator will provide high-level customer service, maintain professionalism in all interactions, and support the processing and follow-up of new business cases. This is an excellent opportunity to join a growing team in a critical support function.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Answer a multi-line phone system, greet callers, determine the purpose of the call, and resolve issues professionally or route inquiries appropriately</li><li>Review new applications to confirm all required information and documentation is complete prior to submission</li><li>Coordinate with external vendors as needed for follow-up items</li><li>Monitor outstanding requirements and communicate with relevant parties to obtain needed information</li><li>Process and update cases within the company’s CRM system (Salesforce)</li><li>Maintain professional communication via phone and email</li><li>Work efficiently to meet established service expectations and turnaround times</li><li>Learn and navigate carrier or partner workflows and related online systems</li><li>Collaborate closely with team members to support shared goals and provide assistance when needed</li></ul><p><br></p>
- 2026-05-13T00:00:00Z