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Annuity Case Jobs (NOW HIRING)

Mercer Advisors

Annuity Solutions Director

Annuity case conversion and placement rates * Operational efficiency and service-level metrics The Insurance Solutions team provides expertise and support across a broad range of insurance and ...

Mercer Advisors

Annuity Solutions Director

Boston, MA · On-site

Annuity case conversion and placement rates * Operational efficiency and service-level metrics The Insurance Solutions team provides expertise and support across a broad range of insurance and ...

Mercer Advisors

Annuity Solutions Director

Denver, CO · On-site

Annuity case conversion and placement rates * Operational efficiency and service-level metrics The Insurance Solutions team provides expertise and support across a broad range of insurance and ...

Mercer Advisors

Annuity Solutions Director

Annuity case conversion and placement rates * Operational efficiency and service-level metrics The Insurance Solutions team provides expertise and support across a broad range of insurance and ...

Mercer Advisors

Annuity Solutions Director

Miami, FL · On-site

Annuity case conversion and placement rates * Operational efficiency and service-level metrics The Insurance Solutions team provides expertise and support across a broad range of insurance and ...

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How much do annuity case jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for annuity case in the United States is $19.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $21.88 per hour, depending on experience, location, and employer.

What is an annuity case?

An annuity case refers to the process of evaluating, processing, and managing the application or servicing of an annuity product. Annuities are financial contracts that provide individuals with a stream of income, often used for retirement planning. An annuity case may involve new applications, changes to existing contracts, beneficiary updates, or claims for benefits. Professionals who work with annuity cases ensure all paperwork is accurate, meets regulatory requirements, and that clients' needs are properly addressed. They may also help clients understand product options and guide them through the process.

What are the key skills and qualifications needed to thrive as an annuity case manager, and why are they important?

To thrive as an Annuity Case Manager, you need a solid understanding of annuity products, insurance regulations, and strong organizational skills, often supported by a background in finance or insurance. Familiarity with CRM systems, annuity illustration software, and proficiency in processing applications is typically required. Exceptional attention to detail, problem-solving abilities, and effective communication with clients and carriers distinguish top performers in this role. These skills ensure accurate processing, regulatory compliance, and high-quality service throughout the annuity application and management process.

What are some common challenges faced by professionals working in annuity case management, and how can they be addressed?

Professionals in annuity case management often encounter challenges such as navigating complex regulatory requirements, coordinating with multiple stakeholders (including clients, financial advisors, and insurance carriers), and ensuring accurate and timely processing of documents. Staying organized and detail-oriented is crucial, as even small errors can delay a case. Developing strong communication skills and maintaining up-to-date knowledge of industry regulations can help address these challenges and improve efficiency.

What is the difference between Annuity Case vs Annuity Analyst?

AspectAnnuity CaseAnnuity Analyst
Required CredentialsInsurance licenses, basic financial knowledgeFinancial certifications (e.g., CFA, CFP), analytical skills
Work EnvironmentInsurance companies, financial advisory firmsFinancial institutions, consulting firms
Employer & Industry UsageUsed in insurance claim processing and case managementUsed in investment analysis and financial planning

While both roles involve financial knowledge related to annuities, Annuity Cases focus on managing specific insurance claims and client cases, whereas Annuity Analysts analyze investment products and market data. Understanding these differences helps job seekers target the right roles in the financial and insurance industries.

More about Annuity Case jobs

What are the most commonly searched types of Annuity Case jobs?

The most popular types of Annuity Case jobs are:

What job categories do people searching Annuity Case jobs look for?

The top searched job categories for Annuity Case jobs are:

Annuity Case jobs near you
Infographic showing various Annuity Case job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $40,142 per year, or $19.3 per hour.

Annuity Case Designer, Highland Capital Brokerage

Birmingham, AL • On-site

Advisor Group
Finance and Insurance • 1 - 5K employees
Learn more about Advisor Groupexternal

$55K - $63K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Operations Opportunity in Insurance Industry
Annuity Case Designer, Highland Capital Brokerage
Location(s): All Locations/ REMOTE
Role Type: Full time
Salary: $55,000 - $63,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.
Education Requirements:
  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Life & Health Insurance License preferred

Responsibilities:
  • Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps, and assisting with electronic submission platforms
  • Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
  • Respond in a timely manner meeting company service levels for all service and solicitation requests
  • Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
  • Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
  • Answer overflow calls from the phone queue
  • Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
  • Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required

Basic Requirements:
  • Multi-carrier insurance product experience.
  • Excellent verbal and written communication skills to effectively present complex concepts
  • Ability to build strong, lasting relationships with producers/advisors through trust and rapport
  • Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
  • High sense of urgency and ability to prioritize workload in a demanding environment.
  • Familiarity with Salesforce to manage activities, client information and leads

Preferred Requirements:
  • 3 or more years of sales/sales support experience in the annuity environment
  • Work towards completion of CLU or ChFC designations
  • Work towards completion of Series 6 and 63

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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