Case Manager – Annuity

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with designated advisors to process and track new business submissions, address post-sale inquiries, and manage issues until resolution.

• Perform suitability assessments for annuity applications using system tools and established criteria for decision-making.

• Organize and prioritize tasks to ensure that cases are processed, issued, and finalized promptly while maintaining agent expectations.

• Respond to inbound calls and emails from advisors and field offices.

• Communicate with agents to gather additional information, clarify requirements, and provide updates on pending business.

• Offer current information regarding contract status, outstanding requirements, and explanations for transactions.

• Utilize critical thinking to manage unique situations and escalate concerns or complex cases when necessary.

• Execute transactions while meeting speed-of-service and quality standards.

• Collaborate with cross-functional teams to ensure timely responses.

• Follow up with agents concerning policy delivery requirements.

• Provide insights on complex agent service issues related to insurance products and transactions.

⛳️ Requirements

• Associate’s degree in a business discipline or equivalent education/experience.

• One year of experience in financial services operations or a related industry.

• Exceptional communication skills that are clear and professional—both written and verbal.

• Strong customer service focus with the ability to empathize with customers and respond to advisors promptly and professionally.

• Excellent problem-solving and decision-making abilities.

• Meticulous attention to detail and the capacity to handle multiple tasks simultaneously.

• Proficient PC skills for data entry, documentation, and navigation across various systems.

• Proficiency in using MS Office.

• Preferred: Familiarity with life and/or annuity products and operations.

• Preferred: Knowledge of service delivery relating to pre and post-issue workflows/timelines.

🏝️ Benefits

• Annual bonus of 6% based on the Company Bonus Plan/Individual Performance and at the Company’s discretion.

• Pension Plan.

• 401k Match.

• Employee Stock Purchase Plan.

• Tuition Reimbursement.

• Disability Insurance.

• Medical Insurance.

• Dental Insurance.

• Vision Insurance.

• Employee Discounts.

• Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year.

• Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.

• Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service.

• Adoption Assistance.

• Employee Assistance Program.

• Back-Up Care Program.

• PTO for Volunteer Hours.

• Employee Matching Gifts Program.

• Employee Resource Groups.

• Inclusion and Diversity Programs.

• Employee Recognition Program.

• Referral Bonus Programs.