Annuity Case Manager
Core
Provide exceptional service and support to financial advisors throughout the annuity application and processing lifecycle, ensuring accurate and efficient processing.
Role type
Annuity Case Manager
Builds
New annuity business applications and policy service requests for clients
Domain
Insurance / Annuities
Required skills
Annuity product knowledge, problem-solving, organizational skills, attention to detail, communication, adaptability
Preferred skills
Experience in sales-driven environments, ability to manage multiple priorities
Technologies
Agency Management System (AMS)
Responsibilities
Enter and review new annuity applications for accuracy; monitor cases and identify missing information; provide timely updates to financial advisors; coordinate with internal departments and insurance carriers; process policy service requests; identify process improvement opportunities.
Seniority
Individual Contributor