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Annuity Case Manager Jobs in Arizona (NOW HIRING)

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 · 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 ...

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 ...

Deloitte

Life Actuary 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 ...

Freedom Financial and Life, PLLC

Be Seen First

Money Transfer & Operations Associate

Phoenix, AZ · On-site

$48K - $56K/yr

... manages the end-to-end processing of client financial transfers, annuity/insurance policy ... Provide weekly pending-case status updates to assigned producers. * Track and log Year-To-Date (YTD ...

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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.

Case Design Specialist

Integrity Marketing Group

Scottsdale, AZ • On-site

Full-time

Re-posted 26 days ago

Integrity Marketing Group rating

7.7

Company rating: 7.7 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

17th of 52 rated marketing agency

Job description

Case Design Specialist - Sales Operations
Looking for a proactive candidate that wants to learn sales and distribution in a great cultured, billion-dollar company that offers exponential room to grow in the financial distribution industry.
Come join The Quantum's Case Design Division! In this fast-paced role, you will get the opportunity to learn from some of the top professionals in the industry.
Job Purpose:
As a Quantum Case Designer with an emphasis on fixed indexed annuities, you will be responsible for providing support to top insurance producers, Financial Advisors and Financial Institutions as they work to provide solutions to their clients by preparing customized annuity sales proposals. In this fast-paced educational position, you will be able to aid in general product and planning questions, accountable for evaluating financial circumstances and assessing client needs to provide options to Quantum's top insurance producers. This critical role is the stepping stone to our coveted commissioned sales roles for the right candidates!
Responsibilities:
  • Run illustrations/proposals and provide necessary marketing materials (brochures, rate sheets, etc.)
  • Take inbound and make outbound phone calls and document all proactive activity and pertinent issues
  • Productively work with multiple sales teams simultaneously
  • Demonstrate excellent listening skills to better assess a representative's needs and determine the type of sales support necessary to accomplish the objective. This should result in added value to the service and sales support we deliver and the products we provide.
  • Review and evaluate information and/or documentation submitted in conjunction with annuity sales proposal requests in order to analyze financial needs and circumstances
  • Determine available and appropriate annuity products based on financial needs and circumstances submitted by producers
  • Contact producer as needed to complete annuity sales proposal documentation and analysis of annuity product recommendations
  • Communicate sales proposal output to appropriate parties
  • Identify and analyze trends related to individual producers and their proposal documentation
  • Understand and evaluate available annuity products and maintain annuity product and rate information
  • Establish and maintain professional working relationship with insurance carrier sales representatives

Skills and Experience Required:
- Prior experience working in the financial services industry
- Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
- PC knowledge including MS Word, Excel, Outlook and ability to learn other systems as necessary
- Strong organizational skills; capacity to manage heavy workload
- Ability to work independently, but also as a collaborative team member and to take initiative
- Detail oriented, motivated, dependable and focused on quality of work
- Proven analytical, problem solving and decision-making skills
Skills and Experience Preferred:
- Bachelor's degree
- 2 or more years' experience working in the financial services industry
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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