Community Case Manager jobs in Minnesota

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Financial Case Manager
  • Case Central, LLC
  • Arden, MN FULL_TIME
  • The Gradient Financial Group is a leading financial services company that includes eleven unique entities doing business throughout the country. We’re seeking an energetic crew member for Financial Case Manager with Case Central. Case Central is a company of certified financial planners that work with Financial Service Professionals (FSPs) to offer comprehensive financial analysis, retirement planning reports, and product illustrations.
     
    It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
     
    Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
     
    When charting your next route, you may be wondering what to expect. If you take flight with Case Central, we provide:
    • Health insurance
    • Dental insurance
    • Vision insurance
    • Paid time off (PTO)
    • Volunteer time off (VTO)
    • Hybrid remote work options
    • 401K
    • Life Insurance
    • Flexible schedules
    • Monthly Social Activities
    • Casual dress code
    • Professional development
    Now, you’re probably wondering a little more about what we are looking for, so here it is:
     
    • Certified Financial Planner Designation (CFP) – Required
    • Bachelor’s Degree – Required
    • 3 Years of relevant experience, internal or external – Required
    • Series 65 or 7/66 – Required
    • Advanced knowledge of annuities, insurance, securities, and investment advisory products and services
    • Advanced knowledge in key financial planning topics and retirement strategies
    • Ability to train FSPs regarding key financial planning topics and strategies
    • Advanced ability to problem-solve
    • Advanced ability to make strategic decisions
    • Advanced ability to provide a high level of professionalism with internal and external clients via face-to-face, phone and e-mail
    • Advanced ability to work in a fast-paced environment and meet deadlines
     
     
    Want some more specifics? If you join the Case Central crew, here’s what you’ll be doing:
     
    • Gather, analyze, and summarize financial information provided by agent/advisor
    • Create financial planning reports and run products illustrations as instructed
    • Work to become a resource for our agents/advisors regarding our software, our products, and key financial planning concepts
    • Analyze investments using various software tools, including Morningstar and our internal software
    • Provide case redesign based on progression of case/appointment process for informational purposes
    • Manage communication among parties involved, including Case Central team members, Gradient team members and the agent/advisor
    • Meet required measurable, by maintaining equivalent percentage of workload by report type
    • Upon reviewing the case, aid the sales process by identifying case design opportunities including: additional reports that may add value, strategies the Financial Services Professional (FSP) could implement, potential product categories that could benefit the consumer
    • Identify case design opportunities to provide referrals to Gradient companies
    • Provide final review of case design information for all team members
      Consult with FSP on case design information
    • Manage internal and external customer relationships; partner with team members to ensure and maintain positive relationship management
    • Provide direct correspondence and support for FSP inquiries, including calls, emails and face-to-face; assist team members with elevated inquires
    • Create presentations, educate and train internal employees
    • Promote and implement accurate and up-to-date understanding of trends, best practices, and prevailing attitudes and approaches
    • Promote and implement technology enhancements
    • Partner to determine, initiate, and lead key initiatives
    • Provide suggestions for new or enhanced events and/or services, assist in the development of events/services, and provide ongoing feedback to management
    • Provide ongoing training and growth for team members
    • Initiate and work with team members to promote collaboration and team development
    • Be a resource to team members to answer questions regarding client correspondence, processes and procedures, compliance, and all other as necessary
    • Partner to troubleshoot issues that team members may have
    • Provide training and insight to team members on best practices
    • Provide day-to-day management of department including directing employees under your supervision
    • Recruit prospective employees to company
    • Provide performance evaluations employees under your supervision
    • Partner with HR to discipline and discharge employees
    • Effectively manage time and attendance system for all assigned employees
    • All other duties as assigned
     
    Whether your flight begins at our Minnesota or Kansas office, we’re committed to your ascent to your career’s maximum altitude. We help our employees thrive in their chosen field while also encouraging them to explore other parts of our company and the industry. We’re committed to our crewmembers in a way that truly shows that at Gradient, the sky really is the limit.
     

  • 20 Days Ago

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Case Manager
  • Metropolitan Community Services
  • Hopkins, MN FULL_TIME
  • Job description A local non-profit in-home care services agency is looking for an experienced Case Manager to administer admission and supervision of our 245D waivered services. Responsibilities inclu...
  • 30 Days Ago

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Case Manager - Community Health
  • Vail Place
  • Hopkins, MN FULL_TIME
  • Role: Case Manager - Community Health Reports to: Manager of Vail Connect and A.O.S FLSA Status: Exempt Do you enjoy creative problem solving, collaborating, and figuring out alternative solutions to ...
  • 15 Days Ago

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Community Navigator Case Manager
  • The Link
  • Minneapolis, MN FULL_TIME
  • DescriptionMission: The Link works with youth and young families to overcome the impacts of poverty and social injustice. Our 23 programs provide supportive housing, intensive case management services...
  • 6 Days Ago

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Housing Case Manager
  • Opportunity Community Services, Inc
  • Oakdale, MN FULL_TIME
  • Housing Case Manager Opportunity Community Services is looking for a passionate Housing Case Manager to join our Housing Stabilization Services (HSS) team! Housing Case Managers assist the community t...
  • 7 Days Ago

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Housing Case Manager
  • CJS Community Services Inc
  • Saint Paul, MN FULL_TIME
  • CJS Community Services Inc. is a small business in Saint Paul, MN. We are fast-paced, creative, supportive and our goal is to help people with low income and/or disabilities find and keep housing thro...
  • 21 Days Ago

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Community Case Manager - Behavioral Health Intensive Case Management
  • Southcentral Foundation
  • Anchorage, AK
  • The Southcentral Foundation (SCF) Community Case Manager is responsible for providing support services for the customer-...
  • 4/19/2024 12:00:00 AM

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Community Case Manager
  • Group Main Stream
  • Westbrook, ME
  • Job Description Job Description *$2,500 Sign On Bonus payable after 90 days of employment* Would you like to inspire peo...
  • 4/19/2024 12:00:00 AM

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Social Media Community Manager
  • USAFacts
  • Bellevue, WA
  • Social Media Community Manager The Organization At USAFacts, we believe facts deserve to be heard. We are on a mission t...
  • 4/18/2024 12:00:00 AM

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Social Media & Community Manager
  • JoVE
  • JoVE is the world-leading producer and provider of science video solutions with the mission to improve scientific resear...
  • 4/18/2024 12:00:00 AM

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Community Manager, Social Media
  • 1000heads
  • Los Angeles, CA
  • We are looking for a Community Manager to join our Community team! The 1000heads Community team is a proud, powerful col...
  • 4/18/2024 12:00:00 AM

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Assistant Manager of Social Media & Community Management
  • Engage Partners Inc.
  • Westbury, NY
  • Are you passionate about beauty, particularly lashes, and love diving into the world of social media? We're on the looko...
  • 4/18/2024 12:00:00 AM

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Social Media & Community Manager (all genders)
  • WongDoody
  • Berlin, NH
  • WongDoody creates human experiences at 22 studios across 4 continents. We believe the future can be molded. And by shapi...
  • 4/18/2024 12:00:00 AM

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Social Media Coordinator
  • KTeam
  • San Diego, CA
  • We’re looking for a Social Media Coordinator experienced in all stages of content creation, social media management, and...
  • 4/18/2024 12:00:00 AM

Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North). Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Community Case Manager jobs
$43,375 to $68,465

Community Case Manager
Actively participates in program meetings, clinical meetings, supervision and ad hoc work groups, as needed, in an effort to carry out the mission of the program.
April 09, 2023
Assist individuals in achieving personal independence in managing basic needs as identified by the individual and/or parent or guardian, SSA and treatment team.
March 29, 2023
Performs duties in a professional manner by maintaining the confidentiality of all information and by participating effectively within and across teams.
January 13, 2023