Complex Case Specialist – Special Programs

Santander

. Discuss, support, and/or sell products and services and specific settlement needs with clients .

Posted 9/24/2026full-timeRemote • Massachusetts • United StatesMid-LevelSenior💰 $52,500 - $92,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex cases within the trust industry and workers' compensation, with a strong focus on client communication, strategic problem-solving, and achieving sales targets. Proficient in articulating services and maintaining relationships with stakeholders to facilitate successful settlements.

Highest-signal resume keywords

Trust Industry ExperienceWorkers' Compensation KnowledgeSales Support ExperienceStrong Communication SkillsAnalytical Problem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Case ManagementSettlement Process KnowledgeMediation ArticulationTarget AchievementDetail Orientation

Soft Skills

Relationship BuildingMultitaskingStrategic ThinkingMotivation

Tools & Technologies

Microsoft Office Suite

Certifications & Qualifications

Associate's Degree

Industry Keywords

Settlement ProcessLiability ClaimsCatastrophic InjuriesConcierge-Level ServiceBusiness Development

About the role

Key responsibilities & impact

Discuss, support, and/or sell products and services and specific settlement needs with clients
Develop rapport with external stakeholders and provide concierge-level service on cases
Request new referrals
Influence the settlement process through value-adds and complex case knowledge
Own assigned high-value, complex cases from initial referral to conversion
Follow up regularly by phone and/or email with settlement stakeholders regarding case status
Strategize monthly with Business Development Managers to overcome settlement objections and advance cases
Convert referrals to Members based on assigned targets
Serve as a direct point of contact for channel partners
Maintain a basic understanding of trusts and their benefits in individual cases
Attend settlement mediations or roundtable discussions as requested
Keep up with best practices and industry trends

Requirements

What you’ll need

Associate’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education — Required
3+ years of experience supporting sales efforts and serving as a direct point of contact to clients
3+ years of experience in the trust industry and/or workers’ compensation space
Experience articulating services and products to multiple parties at a mediation table
Analytical and multitasking skills
Ability to problem solve and think strategically
Strong selling and communication skills
Highly motivated and target driven to convert cases
Knowledge of the settlement process in workers’ compensation and liability claims, including catastrophic injuries
Detail oriented with a keen eye for identifying opportunities and solving complex problems
Ability to work independently or as part of a team
Proficiency in Microsoft Office Suite products
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment

Benefits

Comp & perks

Fair and competitive rewards package
Benefits designed to support employees, their families, and well-being