Annuity Case Management Specialist

Job Summary

A company is looking for an Annuity Case Management Specialist to manage annuity transactions from submission through completion.

Key Responsibilities

• Manage annuity transactions ensuring accuracy and efficiency
• Coordinate communication throughout the transaction process
• Provide clear and consistent communication to internal teams and external partners

Required Qualifications, Training, and Education

• Experience in case management or customer service
• Strong organizational skills and ability to manage workload effectively
• Ability to work independently in a remote environment
• Familiarity with annuity products is preferred
• High school diploma or equivalent; further education is a plus