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Annuity Case Manager Jobs in California (NOW HIRING)

Dentons

Commercial Litigation Associate

Oakland, CA · On-site

$280 - $345/hr

Strong writing and case management skills, level-appropriate direct experience handling clients and ... annuity companies) is ideal, but not required Other requirements * Must be licensed to practice law ...

Dentons

Commercial Litigation Associate

San Francisco, CA · On-site

$280 - $345/hr

Strong writing and case management skills, level-appropriate direct experience handling clients and ... annuity companies) is ideal, but not required Other requirements * Must be licensed to practice law ...

Deloitte

Life Actuary Consulting Manager

San Jose, CA · 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 Consultant

San Diego, CA · 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 Senior Consultant

Sacramento, CA · 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

San Francisco, CA · 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 Senior Consultant

San Diego, CA · 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

Sacramento, CA · 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

San Jose, CA · 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 Senior Consultant

San Jose, CA · 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

Costa Mesa, CA · 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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All JobsAnnuity Case JobsAnnuity Case Manager JobsAnnuity Case Manager Jobs in California

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 California?

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

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

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

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

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

Annuity Case Manager jobs near you
Infographic showing various Annuity Case Manager job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 2% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Life Insurance Case Manager at Shuster Advisory Group, LLC Pasadena, CA

Downtown Boulder Partnership

Pasadena, CA • On-site

$60 - $90/hr

Other

Medical, Dental, Vision, Retirement

Posted 3 days ago

New

Job description

Job Description

The risk management division of Shuster Advisory Group, LLC is seeking the right person to join our team as a Life Insurance and Annuity Case Manager. The candidate chosen for this position will be responsible for new business support and be part of the team servicing all aspects of the firm’s life insurance, long-term care, disability, and annuity book of business. This is an administrative position and not a sales position. Vitally important is the ability to multi‑task effectively in a fast-paced environment and adapt to change.

Responsibilities
  • Marketplace Analysis
    1. Create and perform comparative analysis of insurance companies and their products.
    2. Create client presentations.
    3. Case design and implementation.
  • New Business
    1. Application processing: Prepare and review applications and illustrations for completeness, identifying and collecting outstanding requirements and managing the process through policy issue.
    2. Underwriting: Order/coordinate insurance exam, order medical records, and complete any required follow-ups with APS provider.
    3. Policy issue: Review policies for accuracy, invoice and collect initial premium and delivery requirements.
  • In-force Servicing
    1. Prepare in-force policy/plan reviews and analysis.
    2. Manage ongoing client servicing.
  • Administration
    1. Maintain correspondence, client files, and records according to company’s compliance guidelines.
Requirements / Experience
  • Minimum of 3 years working in the insurance/financial services industry.
  • Strong product knowledge of multiple life insurance carriers and products.
  • Excellent communication skills – written and verbal.
  • Excellent time management and organizational skills.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook required.
  • Prior knowledge of advanced estate and executive bonus concepts is a plus.
  • Life insurance license is a plus.
Other Requirements
  • Must have strong sense of customer service.
  • Strong sense of accountability and follow-up.
  • Self‑motivated.
  • Adaptable to change.
Salary & Benefits
  • Starting salary commensurate with experience.
  • 401(k), 401(k) 4% match, medical, dental and vision insurance.
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