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Annuity Case Manager Jobs in Spring, TX (NOW HIRING)

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 ...

... annuity provider. The internal wholesaler will work with an external wholesaler as a business ... This role assists in developing and managing distribution relationships by facilitating regional ...

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 ...

... annuity provider. The internal wholesaler will work with an external wholesaler as a business ... This role assists in developing and managing distribution relationships by facilitating regional ...

... annuity provider. The internal wholesaler will work with an external wholesaler as a business ... This role assists in developing and managing distribution relationships by facilitating regional ...

... annuity provider. The internal wholesaler will work with an external wholesaler as a business ... This role assists in developing and managing distribution relationships by facilitating regional ...

... annuity provider. The internal wholesaler will work with an external wholesaler as a business ... This role assists in developing and managing distribution relationships by facilitating regional ...

... annuity provider. The internal wholesaler will work with an external wholesaler as a business ... This role assists in developing and managing distribution relationships by facilitating regional ...

Internal Wholesaler

Houston, TX ยท Hybrid

$65K/yr

... annuity provider. The internal wholesaler will work with an external wholesaler as a business ... This role assists in developing and managing distribution relationships by facilitating regional ...

This role assists in developing and managing distribution relationships by facilitating regional ... Expanded knowledge of Life Insurance and Annuity products and familiarity with Advanced Sales ...

This role assists in developing and managing distribution relationships by facilitating regional ... Expanded knowledge of Life Insurance and Annuity products and familiarity with Advanced Sales ...

Annuity Case Manager information

See Spring, TX salary details

$17

$42

$71

How much do annuity case manager jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for annuity case manager in Spring, TX is $42.30, according to ZipRecruiter salary data. Most workers in this role earn between $31.44 and $51.11 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 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 job categories do people searching Annuity Case Manager jobs in Spring, TX look for? The top searched job categories for Annuity Case Manager jobs in Spring, TX are:
What cities near Spring, TX are hiring for Annuity Case Manager jobs? Cities near Spring, TX with the most Annuity Case Manager job openings:
Infographic showing various Annuity Case Manager job openings in Spring, TX as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $87,982 per year, or $42.3 per hour.

Underwriting Case Specialist (Bilingual in Spanish)

ManhattanLife Insurance & Annuity Company

Houston, TX โ€ข On-site

$20.50 - $26/hr

Full-time

Medical, Dental, Vision, Life

Posted 20 days ago


Job description

Who we are:

ManhattanLife Insurance and Annuity Company was founded in 1850, the Companyโ€™s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for over 175 years is a testimony to ManhattanLifeโ€™s enduring history, and an indicator of the reliability of our future. ManhattanLifeโ€™s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development, and a company-wide wellness program.

Scope and Purpose:

We are seeking an important role as a Spanish speaking Underwriting Case Specialist for our Health Underwriting division. As our new Underwriting Case Specialist, you will be calling people who have applied for insurance to verify their health and medical history information. You will apply your knowledge of common medical conditions and medication in conversations with the customers applying for our products. While this position requires phone work, this does not include sales calls. This is a Houston-based in-office position.

Duties and Responsibilities:

  • Manage inbound and outbound calls to applicants to verify application information.
  • Ask guided interview questions to applicants based on the underwriterโ€™s needs.
  • Collaborate with agents and underwriting team regarding applications as it pertains to the underwriting process.
  • Obtain information and log in all questions with accuracy and in-depth detail.

Minimum Qualifications:

High School Graduate or equivalent (GED).

Knowledge, Skills and Abilities:

  • Must be bilingual in Spanish.
  • Knowledge of Medical Terminology.
  • Excellent verbal and written communication and interpersonal skills along with active listening.
  • Proficient technical skills using various programs and applications such as, Microsoft Office Suite, Microsoft Teams, Webex Teams, Microsoft SharePoint, etc.
  • Willingness to help and learn.
  • Ability to maintain a professional, friendly, and knowledgeable attitude in challenging situations.
  • Background in health or life insurance is a plus.
  • Experience working as Medical Scribe, Pharmacy Technician, EMT, Pre-Med students or any other health/medical related positions are eligible for Underwriting position.

Travel Requirements:

This position does not require travel.

Professional Development:
  • Establish annual objectives for professional growth.
  • Keep pace with developments in the discipline.
  • Learn and apply technologies that support professional and personal growth.
  • Participate in the evaluation process.
Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts managementโ€™s right to assign or reassign duties and responsibilities to the job at any time without notice.

AAP/EEO Statement:

ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.