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.

If you enjoy partnering with others, thrive in a fast-paced environment, and are passionate about delivering results, this is an exciting opportunity to grow your career while making a meaningful impact.

Hourly Wage

Case Manager I: $21.25-$26.30, plus annual bonus opportunity.

Case Manager II: $23.25-$28.80, plus annual bonus opportunity.

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.

Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

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.

We value unique experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!

If you have questions about your application or the hiring process, email our Talent Acquisition area at . Please allow at least one week from time of applying if you are checking on the status.

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Salary: C19/C20 | Pay Scale: 100 C20 - Hourly Originally posted on Himalayas