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Annuity Case Manager Jobs in Indiana (NOW HIRING)

Group1001

Annuity Operations Analyst

Zionsville, IN · On-site +1

... management, and striving for outcomes. This goal extends to how we hire and onboard our most ... Map operational processes end-to-end, quantify bottlenecks and waste, and build the business case ...

Group1001

Annuity Operations Analyst

Zionsville, IN · On-site

... management, and striving for outcomes. This goal extends to how we hire and onboard our most ... Map operational processes end-to-end, quantify bottlenecks and waste, and build the business case ...

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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 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.
What are popular job titles related to Annuity Case Manager jobs in Indiana? For Annuity Case Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Annuity Case Manager jobs in Indiana look for? The top searched job categories for Annuity Case Manager jobs in Indiana are:
Annuity Case Manager jobs near you
Infographic showing various Annuity Case Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Annuity Operations Analyst

Group1001

Zionsville, IN • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago

Group1001 rating

9.5

Company rating: 9.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

7th of 304 rated insurance

Job description

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
The Annuity Operations Analyst serves as the analytical partner to Inforce and Claims leadership, supporting efficiency, accuracy, and consistent operational execution across the annuity product lifecycle. This role identifies process breakdowns that impact cycle time, transaction accuracy, beneficiary experience, and operational execution against regulatory requirements, quantifies their root causes, and helps operations implement process changes aligned to contract provisions, procedural standards, and internal control expectations defined by Compliance, Legal, and Tax - while providing operational information to support audit inquiries and reducing operational risk in a high-sensitivity, customer-critical function. This role partners across Operations, Product, Technology, Legal, Tax, Compliance, Audit and Accounting Control teams to support business readiness for new products, regulatory changes, and strategic initiatives while providing the operations-side governance and continuous improvement needed to achieve sustainable operational excellence.
What We're Looking For:
Process Improvement & Analytics
  • Identify process breakdowns across annuity operations, perform root-cause analysis on variances, exceptions, and NIGO drivers, and recommend operational corrective actions with quantified outcomes.
  • Map operational processes end-to-end, quantify bottlenecks and waste, and build the business case for improvement initiatives tied to time, cost, quality, and operational performance.
  • Partner with operations leads to design, pilot, and roll out process changes; measure pre/post impact and codify updated operational procedures.
  • Partner with Data / IT / Technology to improve operational data quality at the source and reduce reliance on manual reporting.
  • Act as the analytical partner to operations leadership, translating operational strategic questions into structured analyses and clear recommendations.

Governance & Readiness Support
  • Support driver-based volume forecasting and capacity planning - maintaining transaction rates, workload multipliers, seasonality factors, and productivity standards used by leadership to plan staffing.
  • Help operations leadership maintain the department's operational FMEA and execute against known peak events
  • Support operations-side readiness for product, regulatory, legal, tax, and technology changes led by the functional owners - translating their requirements into updated processes and procedures and partnering with Operations Trainers on any training needs.
  • Produce the operational performance reporting cadence - SLA attainment, First Request Resolution, quality accuracy, productivity, workload multiplier, and forecast vs. actual - for operations leadership and enterprise stakeholders.
  • Serve as the operations-side liaison for Compliance, Legal, Tax, Treasury, Audit, and Risk partners - providing operational context, evidence of execution, and coordinated operations-team responses.

What We're Looking For:
  • 3-5 years' experience analyzing operational process and peformance metrics in the financial services industry is required; annuities is preferred
  • Demonstrated experience contributing to process improvement initiatives with quantified outcomes
  • Proven track record in root-cause analysis ideally with Lean Six Sigma concepts
  • 3-5 years experience using reporting tools, building dashboards, and using Microsoft Excel
  • Bachelor's Degree preferred in Business, Finance or Insurance or equivalent experience
  • Strong anaytical and problem solving skills is required
  • Ability to influence and drive change across functional lines of businesses

Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-ST1 #LI-REMOTE

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