Annuity Case Management Specialist

Job Summary

Managing annuity transactions from submission through completion, the full-time remote Annuity Case Management Specialist will ensure accuracy and efficiency while providing exceptional service and support to customers and distribution partners.

Key responsibilities:

• Process incoming requests including financial changes, beneficiary updates, and payment redirects
• Review and resolve issues with internal and external customers to ensure timely transaction completion
• Provide outstanding customer service through written correspondence and telephone inquiries

Required qualifications:

• 1+ years of experience in annuity, retirement, or finance, or a bachelor's degree in a related field
• Minimum 6 months of experience in a fast-paced production environment meeting goals
• Ability to master multiple systems and adapt to changing environments
• Strong ownership of workload and commitment to maintaining high service standards
• Proficiency in problem-solving and teamwork abilities