ZipRecruiter

Log In

1

Annuity Case Manager Jobs in Raleigh, NC (NOW HIRING)

HAYS

Quality Analyst Analyst/Insurance

Durham, NC · On-site

Experience with test case design and execution, defect reporting, and test management tools (e.g ... annuity software platforms (e.g., FAST, Vitech, OIPA, ALIP, Cyberlife, WMA or similar systems)

Deloitte

Life Actuary Senior Consultant

Raleigh, NC

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 ...

All JobsAnnuity Case JobsAnnuity Case Manager JobsAnnuity Case Manager Jobs in Raleigh, NC

Annuity Case Manager information

See Raleigh, NC salary details

$18

$46

$77

How much do annuity case manager jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for annuity case manager in Raleigh, NC is $46.21, according to ZipRecruiter salary data. Most workers in this role earn between $34.33 and $55.87 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 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 Raleigh, NC?

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

What job categories do people searching Annuity Case Manager jobs in Raleigh, NC look for?

The top searched job categories for Annuity Case Manager jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Annuity Case Manager jobs?

Cities near Raleigh, NC with the most Annuity Case Manager job openings:

Annuity Case Manager jobs near you
Infographic showing various Annuity Case Manager job openings in Raleigh, NC as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $96,108 per year, or $46.2 per hour.

Annuity Market Analyst

Aspida Financial Services LLC

Durham, NC • On-site

Full-time

Re-posted 8 days ago

Job description

Description

Company Description:


Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we're in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida.  For more information, please visit www.aspida.com or follow them on LinkedIn. 


Who We Are:


Sometimes, a group of people come together and create something amazing. They don't let egos get in the way. They don't settle for the status quo, and they don't complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That's the culture, the moxie, and the story of Aspida.


Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that's why we're doing things differently than everyone else in our industry. We're dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. 

What We Are Looking For:


Aspida is looking for a Annuity Market Analyst to join our Retail Annuities team. In this role, you'll help shape and manage annuity solutions that deliver value to clients and drive growth for the business. You'll work across multiple product lines, supporting development and ongoing management, while ensuring our offerings remain competitive, client-centric, and aligned with Aspida's mission of providing innovative retirement solutions. This position reports to the AVP & Product Development Leader and is required to be onsite 3 days a week at our Durham, NC headquarters.  


What You Will Do:

  • Lead analytical projects that inform product strategy and execution. 
  • Support initiatives across the full product lifecycle-from concept and market research to business case development, platform specifications, implementation, and launch. 
  • Collaborate with cross-functional teams to deliver on business objectives. 
  • Partner with marketing and distribution to educate and train on new product concepts and positioning. 
  • Assist in product approvals, onboarding, and business development opportunities with strategic partners. 
  • Prepare concise, insightful updates for senior leadership on product ideas, market trends, and project progress. 
  • Research competitor offerings and monitor developments in the annuity marketplace, including new product launches and industry trends.
  • Research and development regarding new markets and new partnership opportunities

What We Provide:

  • Salaried, DOE
  • Long-Term Incentive Plan
  • Full-Time
  • Full Benefits Package Available

What We Believe:


Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!


At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements

What We Require:

  • Bachelor's degree in relevant field. MBA degree preferred
  • 3-5+ years in financial services, preferably with exposure to annuities or retirement products. 
  • Strong analytical, research, and quantitative skills. 
  • Excellent written and verbal communication skills-able to convey ideas clearly and persuasively. 
  • Familiarity with annuity product design, positioning, and distribution channels is a plus. 
  • Comfort using data and analytics to inform decisions; experience with Excel and business case development desirable. 
  • High energy, curiosity, and a passion for delivering results.

Apply