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Annuity Case Manager Jobs (NOW HIRING)

Mutual of Omaha

Case Manager I/II

Omaha, NE · On-site +1

$21.25 - $26.30/hr

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 ...

New

Mercer Advisors

Annuity Solutions Director

Boston, MA · On-site

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Annuity case conversion and placement rates * Operational efficiency and service-level metrics The ...

Mercer Advisors

Annuity Solutions Director

Denver, CO

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Annuity case conversion and placement rates * Operational efficiency and service-level metrics The ...

Mercer Advisors

Annuity Solutions Director

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Annuity case conversion and placement rates * Operational efficiency and service-level metrics The ...

Mercer Advisors

Annuity Solutions Director

Chicago, IL · On-site

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Annuity case conversion and placement rates * Operational efficiency and service-level metrics The ...

Mercer Advisors

Annuity Solutions Director

Miami, FL

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Annuity case conversion and placement rates * Operational efficiency and service-level metrics The ...

Mercer Advisors

Annuity Solutions Director

New York, NY · On-site

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Annuity case conversion and placement rates * Operational efficiency and service-level metrics The ...

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 ...

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How much do annuity case manager jobs pay per hour?

As of Aug 8, 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 August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $98,869 per year, or $47.5 per hour.

Case Manager I/II

Mutual of Omaha

Omaha, NE • On-site, Remote

$21.25 - $26.30/hr

Full-time

Retirement, PTO

Posted yesterday

New

Mutual Of Omaha rating

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

69th of 303 rated insurance

Job description

Case Manager I/II

Apply now Job no: 505063
Work type: Full Time Regular
Location: Remote
Categories: Customer Service

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.

WHAT WE CAN OFFER YOU

  • 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 careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.

Stay Safe from Job Scams
Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely!

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Advertised: Aug 6, 2026 10:25 AM Central Daylight Time
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