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Annuity Case Manager Jobs in Arizona (NOW HIRING)

Integritymarketing

Case Designer

Scottsdale, AZ

... annuity sales proposals. In this fast-paced educational position, you will be able to aid in ... skills; capacity to manage heavy workload - Ability to work independently, but also as a ...

New

AmeriLife Group, LLC

Case Design Assistant

Phoenix, AZ · On-site

$17 - $22.25/hr

... annuity, life and health insurance solutions for those planning for and living in retirement ... Familiarity with CRM systems and data entry is required What AmeriLife Offers A comprehensive ...

Amerilife Group, LLC

Case Design Assistant

Phoenix, AZ

$17 - $22.25/hr

... annuity, life and health insurance solutions for those planning for and living in retirement ... Familiarity with CRM systems and data entry is required What AmeriLife Offers A comprehensive ...

Deloitte

Life Actuary Consulting Manager

Tempe, AZ · On-site

Monitoring market trends across life insurance and annuity products, markets, and regulations to ... each case. A reasonable estimate of the current range is $148,200 to $292,300. You may also be ...

Deloitte

Life Actuary Senior Consultant

Tempe, AZ · On-site

Monitor life insurance and annuity product, market, and regulatory developments to anticipate ... Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment * Strong ...

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Annuity Case Manager information

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 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.

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 popular job titles related to Annuity Case Manager jobs in Arizona?

For Annuity Case Manager jobs in Arizona, the most frequently searched job titles are:

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

The top searched job categories for Annuity Case Manager jobs in Arizona are:

What cities in Arizona are hiring for Annuity Case Manager jobs?

Cities in Arizona with the most Annuity Case Manager job openings:

Annuity Case Manager jobs near you
Infographic showing various Annuity Case Manager job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 11% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services - Annuity Specialist

Trajan Wealth LLC

Chandler, AZ • On-site

$58K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Job title
Client Services - Annuity Specialist
Reports to
Client Services Manager
Job purpose
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
The Client Services - Annuity Specialist is responsible for accurately and promptly processing all new annuity account contract opening applications from submission through funding.
Furthermore, the Client Services - Annuity Specialist will activate and process income riders and other annuity benefit riders per carrier requirements.
This is fully on-site.
Duties and responsibilities
  • Accurately process all new annuity contract opening applications from submission through funding
  • Activate and process income riders and other annuity benefit riders per carrier requirements
  • Perform annuity withdrawals and systematic distribution requests.
  • Accurately enter and update annuity account data and case status into CRM
  • Follow up and resolve annuity cases that are not in good order or require additional information from clients or carriers
  • Liaise with annuity carriers to track policy issue status and ensure timely completion of all pending annuity transactions
  • Manage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds from existing accounts
  • Provide advisors and clients with annuity policy status updates and carrier communication support

Qualifications
  • Associates degree or higher
  • Preferred 2 years' experience in financial services; annuity or insurance application processing experience strongly preferred
  • Excellent written and verbal communication skills
  • Excellent customer service skills.
  • Detailed oriented
  • Proficient in Microsoft Office suite primarily email, calendar and excel

Benefits
  • $58,000 per year base salary plus monthly production bonus
  • Future career growth opportunity.
  • 401(k) with a matching contribution up to 13%.
  • United Healthcare PPO medical coverage for employees, paid by the company.
  • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
  • Generous holidays and PTO.

Come and join a team that is making a difference in their clients and employee's lives!
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