Annuity Case Manager
Job Summary
Providing personalized service to financial advisors, the full-time Annuity Case Manager will process new business submissions, manage post-sale inquiries, and ensure timely case resolution while working remotely.
Key responsibilities
- Process and monitor new business submissions and manage issues through to resolution for assigned advisors
- Conduct suitability reviews for annuity applications and organize workload to ensure timely processing and issuance
- Communicate proactively with agents regarding contract status and outstanding requirements while providing superior service
Required qualifications
- Associate's degree in a business field or equivalent education/experience
- One year of experience in financial services operations or a related industry
- Proficiency in using MS Office and navigating multiple systems for data entry and documentation
- Knowledge of life and/or annuity products and operations preferred
- Strong customer service orientation with the ability to respond urgently and professionally to advisors
Complete Job Description
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