Associate Manager of Annuities

Job Summary

A company is looking for an Associate Manager, Annuity & Life Case Management.

Key Responsibilities

• Oversee the processing of new business applications and ensure accuracy and suitability
• Track pending cases and transfers with carriers, communicating requirements and updates to advisors
• Manage inquiries and requests post-policy issuance, ensuring proper documentation and follow-up

Required Qualifications

• Prior financial services experience
• Experience in a professional office environment
• Analytical skills
• Experience with case management processes
• Familiarity with Broker Back Office systems