Case Manager, Annuities

About the role

We are seeking a detail-obsessed, US-based Annuity Case Manager to own the post-proposal, pre-funding journey for every case handled by an assigned book of Annuities agents.

Duties and Responsibilities

• Own the Case from Proposal to Funding. Take ownership of each case starting at the agent's proposal call, through application submission, approval, and funding — freeing the agent to focus on the next conversation.
• Trigger and complete the OFAC/AML check before any application data entry — this step is time-sensitive and blocks everything downstream.
• Manage Documentation & Data Entry. Collect required client documentation (driver's license, funding source details, 401(k) rollover paperwork) and transcribe case information accurately into the carrier portal and Salesforce.
• Drive Applications to Approval. Submit completed applications, track them through underwriting, and proactively resolve outstanding requirements with the carrier.
• Coordinate Funding Logistics. Manage the post-approval process for moving funds — EFT, check, wire, or 401(k) rollover — and keep the case moving to close.
• Keep Everyone in the Loop. Provide agents and clients with clear, timely status updates at every stage of the case.
• Operate Strictly Within an Administrative Lane. This is a non-licensed, non-sales role. You will not solicit, negotiate, or discuss product features, risks, benefits, or carrier recommendations with clients. If you join a client call, you'll disclose that you are unlicensed and not part of the sales process.

Qualifications and Skills

• Case Management or Transaction Coordination Experience. Background in new-business processing, case management, or transaction coordination — insurance/annuity case management, mortgage loan processing, or real estate transaction coordination all translate directly.
• Comfortable Inside a Compliance Boundary. You understand the difference between administrative support and solicitation, and you don't drift into product discussion even when a client asks.
• CRM & Carrier Portal Fluency. Proficient with Salesforce and comfortable learning multiple carrier-specific systems.
• Process-Driven and Detail-Oriented. Track record of managing multi-step workflows against hard deadlines and compliance gates without letting things slip.
• Able to Concurrently Support 2–3 Agents' Pipelines Without Dropping a Case.
• US-Based. Remote-eligible.