Case Manager – Annuity

📋 Description

• Deliver exceptional personalized service to financial advisors by fostering reliable and satisfactory relationships that contribute to increased sales, retention, and market share.

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

• Conduct suitability reviews for annuity applications utilizing system tools and established criteria for decision-making.

• Organize and prioritize tasks to ensure cases are processed, issued, and finalized in a timely manner while managing agent expectations.

• Respond to inbound calls and emails from advisors and field offices; provide outstanding service that reflects ownership, follow-through, and a positive demeanor.

• Communicate and correspond via phone and email with agents to gather additional information, explain requirements, and keep them informed about pending business.

• Proactively update agents on the status of contracts, outstanding requirements, and transaction details.

• Utilize critical thinking skills to resolve unusual situations; escalate concerns and/or complex cases when necessary.

• Process transactions while meeting speed of service and quality targets for each task.

• Collaborate with teams across various functions to ensure timely responses to pending actions.

• Follow up with agents regarding policy delivery requirements to guarantee policies are placed within defined timeframes.

• Provide insights on a range of complex agent service issues requiring expertise in insurance products and transactions, emphasizing agent satisfaction, quality, and efficiency.

• Consult with other departments as needed.

⛳️ Requirements

• Associate’s degree in a business-related field or equivalent education/experience.

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

• Exceptional communication skills that are clear and professional, both in writing and verbally.

• Strong customer service focus with the ability to empathize with the customer and respond to advisors with urgency and professionalism.

• Excellent problem-solving and decision-making abilities.

• Attention to detail coupled with the capability to multitask.

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

• Proficiency in using MS Office applications.

• Familiarity with annuity products and operations.

• Knowledge of service delivery related to pre and post-issue workflows and timelines.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Comprehensive Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Health and Work/Life Balance Benefits

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

• Ten (10) paid holidays per year, typically aligning with the New York Stock Exchange (NYSE) holidays.

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

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, adoption, or foster care placement.

• 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