Retirement Case Manager

Job Summary

A company is looking for a Retirement New Business Case Manager.

Key Responsibilities:

• Performing initial and ongoing review of annuity applications submitted through the new business process
• Managing distributor relationships by providing timely responses to inquiries and requests
• Supporting team initiatives and providing backup support during peak times

Qualifications:

• 1+ years of annuity/retirement/finance experience or a Bachelor's degree in business or related field
• Minimum of six months experience in a production work environment
• Ability to meet the needs of a diverse customer group