Case Manager/Processor

Job Opportunity: Case Manager/Processor

Company: Burgos & Brein

Position: Case Manager/Processor

Location: Remote (Philippines)

Type: Full-Time, Online Work

About Burgos & Brein: Burgos & Brein was established by Gabriel Burgos with a vision to revolutionize financial services. With years of experience in the financial industry, Gabriel’s drive to provide more efficient and client-focused services led to the creation of Burgos & Brein. As an independent firm, we offer a diverse range of financial resources without bias, allowing us to prioritize our clients’ unique needs and goals.

We believe in retirement planning, and estate conservation accessible priorities for individuals and families across various ages and income levels. The complexity often associated with financial strategies can obscure numerous opportunities, impeding individuals from realizing their financial aspirations.

At Burgos & Brein, we simplify the intricate process of financial planning, shouldering the burden for our clients. Every step of the journey reflects our unwavering commitment to our clients’ financial success, nurturing enduring and trustworthy relationships along the way.

Position Overview: We are seeking skilled and dedicated Filipino Workers to join our team as Case Manager/Processor. In this role, you will be working directly with clients in compiling and completing necessary documentation. Your attention to detail, compassion, and understanding of the process will be crucial in ensuring that our clients receive the support they deserve.

Key Responsibilities:

Conduct phone appointments with clients and answer their questions.
Ensure all required documents are accurately completed and attached before submission.
Collaborate with the internal team to ensure smooth and efficient application processing.
Maintain accurate and up-to-date records of the process and communication.
Adhere to company policies, guidelines, and ethical standards in all interactions.
Qualifications:

Bachelor’s degree in a relevant field (Social Work, Psychology, Human Services, etc.) preferred but not required.
Excellent written and verbal communication skills in English.
Must be detail oriented.
Strong organizational skills.