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Annuity Case Manager Jobs (NOW HIRING)

Acrisure

Case Manager

Stevens Point, WI

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases ...

Acrisure

Case Manager

Saint Louis Park, MN · On-site

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases ...

Acrisure

Case Manager

Parsippany, NJ

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases ...

Reliance Standard

Account Manager - IMO

Charleston, WV · On-site

$80K - $107K/yr

Manage day-to-day relationships with assigned IMOs and key principals focused on annuity ... Act as an escalation point for annuity case issues, including new business processing, suitability ...

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$80

How much do annuity case manager jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for annuity case manager in the United States is $47.53, according to ZipRecruiter salary data. Most workers in this role earn between $35.34 and $57.45 per hour, depending on experience, location, and employer.

What is an Annuity Case Manager?

An Annuity Case Manager is a professional who oversees and coordinates the process of annuity applications and policies. They act as a liaison between clients, insurance agents, and annuity providers to ensure that all documentation is accurate and that applications move smoothly through underwriting and approval. Their responsibilities include reviewing forms, tracking case status, resolving issues, and providing updates to all parties involved. Strong organizational and communication skills are vital to succeed in this role.

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 insurance products, financial regulations, and case management principles, often supported by a background in finance or insurance. Familiarity with CRM systems, annuity processing platforms, and relevant certifications such as a life insurance license is typically required. Strong organizational skills, attention to detail, and effective communication set high performers apart in this role. These capabilities are essential for ensuring accurate processing, regulatory compliance, and excellent client service throughout the annuity lifecycle.

What is the difference between Annuity Case Manager vs Insurance Claims Specialist?

AspectAnnuity Case ManagerInsurance Claims Specialist
Required CredentialsLicenses in financial services, certifications like CAS, CPCUInsurance licenses, certifications like CPCU or AIC
Work EnvironmentFinancial institutions, insurance companiesInsurance companies, claims departments
Employer & IndustryFinancial and insurance sectorsInsurance industry, claims processing

Both roles involve handling client cases, but Annuity Case Managers focus on managing annuity products and client portfolios, while Insurance Claims Specialists handle claims processing for insurance policies. The roles share similar credentials and work environments, often within insurance or financial firms, but differ in their specific responsibilities and client interactions.

What are some common challenges faced by Annuity Case Managers, and how can they be addressed?

Annuity Case Managers often encounter challenges such as navigating complex paperwork, managing multiple cases with tight deadlines, and ensuring compliance with regulatory requirements. To address these, strong organizational skills and attention to detail are essential, as is staying up-to-date on industry regulations. Effective communication with clients, financial advisors, and insurance carriers also helps streamline processes and resolve issues quickly. Many teams provide thorough training and supportive technology platforms to assist new hires in overcoming these challenges.
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Annuity Case Manager jobs near you
Infographic showing various Annuity Case Manager job openings in the United States as of July 2026, with employment types broken down into 17% Locum Tenens, 76% Full Time, and 7% Part Time. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $98,869 per year, or $47.5 per hour.
Life - Annuity Case Manager

Life - Annuity Case Manager

Cincinnati Financial Corporation

Fairfield, OH

$16.82 - $24/hr

Other

Re-posted 12 days ago

Cincinnati Insurance Company rating

8.9

Company rating: 8.9 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

44th of 281 rated insurance

Job description

Make a difference with a career in insurance

At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving independent agents. We help protect families and businesses as they work to prevent or recover from a loss. Share your talents to help us reach for continued success as we bring value to the communities we serve and demonstrate thatActions Speak Louder in Person.

If you're ready to build productive relationships, collaborate within a diverse team, embrace challenges, and develop your skills, then Cincinnati may be the place for you. We offer career opportunities where you can contribute and grow.

Build your future with us  

Our Life Policy Issue department seeks an annuity case manager. This role is responsible for setting up new annuity application submissions.

The pay range for this position is $16.82 - $24.00 per hour. Pay is based on the applicant's education, experience, location, knowledge, skills and abilities. Eligible associates may also receive an annual cash bonus and stock incentives based on company and individual performance.

Be ready to:

  • review submissions for completion of agent suitability training and best interest training
  • run fraud report on all annuitants
  • process all 1035 transfer requests from other companies
  • apply 1035 transfers with the qualifying tax information
  • process five- and 10-year deferrals and settlement options on death claims
  • report cost basis on 1035 transfers for tax reporting  
  • report required annuity information for all states for the market conduct annual statement
  • process replacements within state guidelines
  • assist the Life Actuarial and Internal Audit departments with quarterly and annual annuity audits
  • work with other departments on internal replacements and death claims

Be equipped with:

  • exceptional verbal and written communication skills 
  • the ability to precisely and confidently communicate with and provide excellent customer service to both internal and external customers
  • excellent time management to meet quick turnaround times on annuity applications and specific deadlines when asking for funds from other insurance companies or financial institute
  • attention to detail
  • knowledge of qualified IRAs, Roth IRAs and non-qualified 1035 exchanges
  • the ability to calculate the income and cost basis on non-qualified plans for IRS reporting

Bring education or experience from:

  • an associate's degree (preferred)
  • more than three years of life annuity experience (preferred)
  • experience with CLIC Lifepro, suitability tracking and exclusion ratio calculations (preferred)

Enhance your talents 

Providing outstanding service and developing strong relationships with our independent agents are hallmarks of our company. Whether you have experience from another carrier or you're new to the insurance industry, we promote a lifelong learning approach. Cincinnati provides you with the tools and training to be successful and to become a trusted, respected insurance professional - all while enjoying a meaningful career. 

Enjoy benefits and amenities 

Your commitment to providing strong service, sharing best practices and creating solutions that impact lives is appreciated. To increase the well-being and satisfaction of our associates, we offer a variety of benefits and amenities.

Embrace a diverse team 

As a relationship-based organization, we welcome and value a diverse workforce. We grant equal employment opportunity to all qualified persons without regard to race; creed; color; sex, including sexual orientation, gender identity and transgender status; religion; national origin; age; disability; military service; veteran status; pregnancy; AIDS/HIV or genetic information; or any other basis prohibited by law. All job applicants have rights under Federal Employment Laws. Please review this information to learn more about those rights. 

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