Case Manager I/II

Join a collaborative, high-performing team dedicated to helping clients secure their financial future through annuity products. As an Annuity Case Manager, you'll work closely with advisors, producers, and cross-functional partners to guide new business from application to contract issue and deliver an exceptional customer experience. This role offers a dynamic mix of teamwork, relationship building, and problem-solving, with opportunities to influence process improvements and contribute to the continued growth of our annuity business.

What you’ll do

• Manage annuity new business cases from application submission through contract issuance.
• Review applications for completeness, accuracy, suitability, and compliance requirements.
• Partner with advisors, producers, and internal teams to obtain requirements and resolve processing issues.
• Conduct suitability reviews and maintain documentation in accordance with regulatory and company standards.
• Prioritize and manage multiple cases while delivering high-quality service and timely communication.
• Identify process improvements to reduce cycle times and enhance the overall new business experience.

What you’ll bring

• Customer-focused with a commitment to delivering exceptional service.
• Strong verbal and written communication skills with the ability to build positive relationships.
• Collaborative team player who partners effectively across departments.
• Proactive problem-solver who takes ownership and follows through on commitments.
• Highly organized and adaptable, with the ability to manage competing priorities in a fast-paced environment.
• Professional and confident when handling challenging conversations and complex cases.
• You promote a collaborative culture, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.

Preferred

• 0-3 years' experience working in customer service, ability to collaborate with internal and external clients to find the best solution possible.
• Experience with annuity new business processing and suitability reviews, along with knowledge of fixed, indexed, and variable annuity products.

Pay

Hourly Wage:

• Case Manager I: $21.25-$26.30, plus annual bonus opportunity.
• Case Manager II: $23.25-$28.80, plus annual bonus opportunity.

Benefits

• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays.

See our benefits and perks page for details.