Annuity Case Manager

Job Summary

A company is looking for a Case Manager (Annuity) to provide personalized service to financial advisors while working from home.

Key Responsibilities

• Process and monitor new business submissions and manage post-sale inquiries
• Conduct suitability reviews for annuity applications and ensure timely case processing
• Communicate with advisors to provide updates on contract status and resolve issues

Required Qualifications

• Associate's degree in a business field or equivalent education/experience
• One year of experience in financial services operations or a related industry
• PC skills for data entry and navigation within multiple systems
• Proficiency in using MS Office
• Knowledge of annuity products/operations is preferred