Case Management Representative/Associate | Hybrid (Minneapolis, MN, US, 55416)

Allianz
Minneapolis
Workplace: HybridFull timeUSD 41,000 - 74,000 annuallyFunction: Administration & Executive AssistanceExperience: 2+ yearsEducation: associatesSkills: ["Relationship management","Stakeholder collaboration","Attention to detail","Customer service","Compliance mindset"]

Manage New Business applications and inquiries for Field Marketing Organizations (FMOs), broker-dealers, and financial professionals by applying Allianz products, policies, and operational guidelines. Own relationship management and proactively communicate application status to ensure timely, accurate contract/policy issuance. Coordinate with internal teams (e.g., Relationship Management, Sales, Legal, SIU, Contact Center) to resolve escalated cases, maintain compliance, and meet customer service and productivity/quality benchmarks. Mentor team members and serve as a New Business SME, including using AI tools.

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Allianz
Allianz
1 day ago

Case Management Representative/Associate | Hybrid (Minneapolis, MN, US, 55416)

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Last checked: 12 hours agoStatus: Live

Job Summary

Manage New Business applications and inquiries for Field Marketing Organizations (FMOs), broker-dealers, and financial professionals by applying Allianz products, policies, and operational guidelines. Own relationship management and proactively communicate application status to ensure timely, accurate contract/policy issuance. Coordinate with internal teams (e.g., Relationship Management, Sales, Legal, SIU, Contact Center) to resolve escalated cases, maintain compliance, and meet customer service and productivity/quality benchmarks. Mentor team members and serve as a New Business SME, including using AI tools.
Location: Minneapolis
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Manage New Business applications and inquiries for external partners (FMOs, broker-dealers, financial professionals) by applying Allianz knowledge and guidelines.
  • •Communicate application updates proactively and influence outcomes through effective customer relationships.
  • •Coordinate with internal stakeholders (vendor support, Relationship Management, Sales, Legal, SIU, Contact Center) to ensure applications are processed appropriately.
  • •Handle application processing from submission through approval and issuing, including escalated/hot cases.
  • •Support mentoring/training, act as a New Business subject matter expert (SME), and use AI tools/resources as needed.

Pay and Benefits

Salary: USD 41,000 - 74,000 annually
Perks:Health InsuranceDental401k

Key Requirements

  • •2+ years’ experience in Allianz Operations, Insurance, or the Financial Industry.
  • •Two-year degree (General Education or equivalent experience).
  • •Effectively manage New Business requests and inquiries with limited supervision.
  • •Understand risks, controls, and regulations to keep applications compliant.
  • •Legally authorized to work in the U.S. and ineligible for future immigration sponsorship (e.g., H1-B, L-1, TN).
Experience:2+ yearsInsuranceFinancial services
Education:Associate's
Skills:Relationship managementStakeholder collaborationAttention to detailCustomer serviceCompliance mindset
Tech Stack:Generative AIArtificial intelligence

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn