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Annuity Case Manager Jobs (NOW HIRING)

Reliance Standard

Account Manager - IMO

Philadelphia, PA · On-site

$80K - $107K/yr

Manage day-to-day relationships with assigned IMOs and key principals focused on annuity ... Act as an escalation point for annuity case issues, including new business processing, suitability ...

Madison Brokerage Corp

Case Manager

Parsippany, NJ · On-site

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... and Annuity cases, ensuring timely processing and resolution · Collaborate with underwriters ...

Acrisure

Case Manager

Parsippany, NJ · On-site

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Annuity cases, ensuring timely processing and resolution • Collaborate with underwriters ...

Salvation Army

Recovery Case Manager

Denver, CO · On-site

$26/hr

Voluntary Tax-Deferred Annuity Plan (403(b)plan) Function: Harbor Light Center, a men's relapse ... Recovery Case Managers represent and advocate for The Salvation Army and clients at all assigned ...

The Salvation Army

Recovery Case Manager

Denver, CO

$26/hr

Voluntary Tax-Deferred Annuity Plan (403(b)plan) Function: Harbor Light Center, a men's relapse ... Recovery Case Managers represent and advocate for The Salvation Army and clients at all assigned ...

Kestra Holdings

Life Case Manager

Shakopee, MN · On-site

$55K - $60K/yr

As a Case Manager, you will be the backbone of our new business operations ... You'll oversee Annuity insurance applications from submission to policy issue, ensuring smooth ...

Marshall University

Case Manager

Huntington, WV · On-site

$38K - $50K/yr

Retirement Plans - Marshall University offers retirement through Teachers Insurance and Annuity ... Position Information Position Title Case Manager Banner Position Number 002618 E-Class CX - Class ...

Stamford Health

RN Case Manager, Fulltime

Stamford, CT · On-site

Tax deferred annuity and (403b) pension plan * Tuition Reimbursement * Free on-site parking and ... Provides ongoing assessment in case management of patients to ensure an accurate evaluation of ...

Stamford Health

RN Case Manager, Fulltime

Stamford, CT · On-site

Tax deferred annuity and (403b) pension plan * Tuition Reimbursement * Free on-site parking and ... Provides ongoing assessment in case management of patients to ensure an accurate evaluation of ...

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Annuity Case Manager information

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How much do annuity case manager jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for annuity case manager in the United States is $47.53, according to ZipRecruiter salary data. Most workers in this role earn between $35.34 and $57.45 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.
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Annuity Case Manager jobs near you
Infographic showing various Annuity Case Manager job openings in the United States as of July 2026, with employment types broken down into 17% Locum Tenens, 76% Full Time, and 7% Part Time. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $98,869 per year, or $47.5 per hour.
Case Manager

Case Manager

The Salvation Army Eastern Territory

Syracuse, NY • On-site

$24 - $25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Salvation Army rating

6.1

Company rating: 6.1 out of 10

Based on 354 frontline employees who took The Breakroom Quiz

506th of 710 rated non-profit organizations

Job description

Overview
Case Manager's
Hiring Immediately! Two New Openings!
Case Management
Full-Time, $25.00/hour with access to our comprehensive Benefits Program.
Emergency & Practical Assistance Services Program (E/PAS)
The Salvation Army, Syracuse Area Services
The HALE Program here at The Salvation Army has expanded. Our community needs our help immediately. Due to this emergency need in housing assistance, we are looking to hire additional Case Managers.
HALE assists homeless adults and families who reside in a shelter and have some income from employment or who have a work history or work skills. This program provides independent living skills training, housing location assistance, linkage to mainstream resources, and financial assistance for housing for up to 24 months to help participants transition from homelessness to independent living.
The Case Manager's we hire are full-time, hourly, and eligible for overtime wages. Our full-time employees has access to the following benefits:
  • 13 Paid Holiday's, 14 if it is an election year, Vacation Time & 3 Personal Days
  • Sick Time=1 sick day per month accrual and Attendance Bonus
  • Remitted Tuition Program with Syracuse University.
  • Medical, Dental (includes orthodontia ryder), Vision Insurances, and Flexible Spending Account. Insurance cost is less than a 10% contribution of payment by our employees.
  • Pension Plan and Tax deferred annuity savings account.
  • Forgiveness loan=The Salvation Army is considered a qualified organization for this Federal program.
  • Long-Term, Short-Term Disability Programs and Life/Supplemental Insurances
  • On-site Day Care and Pre-K program with employee discount
  • "Free" Parking at our covered parking lot.

Responsibilities
• Provide support, advocacy, and crisis intervention to individuals and families.
• Conduct intakes for clients referred to the program.
• Devise and implement individualized service plans and intervention strategies targeting all aspects of the individual/family system while utilizing client input.
• Identify needs not met by the Program and advocate on client's behalf, connecting clients to community and mainstream resources as appropriate. Coordinate services with other service providers to provide housing assistance in a timely and efficient manner.
• Assist clients in accessing mainstream resources necessary and/or increasing income to stabilize their housing and building appropriate budgets to minimize risk of homelessness. This may include transporting clients/families as needed.
• Provide Life Skills training (individual and group sessions) to assist clients with self-sufficiency.
• Conduct housing inspections, ensuring that safe, affordable housing is obtained for clients in the program. Verify tenancy with landlords initially and on an ongoing basis as needed.
• Conduct regular home visits.
• Ensure that client service information and financial paperwork is accurately completed and recorded in a timely manner. Enter all client information into HMIS and conduct quarterly reviews of client's progress.
• Actively participate in case conferences, staff meetings, service coordination meetings, supervision, professional and in-service training sessions• Provide support, advocacy, and crisis intervention to individuals and families.
• Conduct intakes for clients referred to the program.
• Devise and implement individualized service plans and intervention strategies targeting all aspects of the individual/family system while utilizing client input.
• Identify needs not met by the Program and advocate on client's behalf, connecting clients to community and mainstream resources as appropriate. Coordinate services with other service providers to provide housing assistance in a timely and efficient manner.
• Assist clients in accessing mainstream resources necessary and/or increasing income to stabilize their housing and building appropriate budgets to minimize risk of homelessness. This may include transporting clients/families as needed.
• Provide Life Skills training (individual and group sessions) to assist clients with self-sufficiency.
• Conduct housing inspections, ensuring that safe, affordable housing is obtained for clients in the program. Verify tenancy with landlords initially and on an ongoing basis as needed.
• Conduct regular home visits.
• Ensure that client service information and financial paperwork is accurately completed and recorded in a timely manner. Enter all client information into HMIS and conduct quarterly reviews of client's progress.
• Actively participate in case conferences, staff meetings, service coordination meetings, supervision, professional and in-service training sessions
Qualifications
Please note: For confidential consideration of your application, please feel free to contact this Hiring Manager directly at 315.479.3627
  • Bachelor's degree in human services or related field is preferred.
  • High School Diploma or Associate's degree in conjunction with increased years of relevant experience will be considered
  • Specific experience in mental health services and knowledge of community resources required.
  • Professional position includes expectation that a flexible work schedule will be maintained according to individual client needs including late afternoon/evening hours as needed.
  • Must have access during work hours to reliable private transportation.
  • Valid NYS Driver License that meets The Salvation Army's insurance requirements.
  • Position requires the successful completion of background and drug screens.

Equal Opportunity Employer: The Salvation Army is an Equal Opportunity Employer and committed to providing a respectful environment for all applicants and employees that is free from unlawful discrimination or harassment
based on age, race, color, religion, sex, national origin, marital status, disability, citizenship, sexual orientation, gender identity, gender expression, or any other characteristic protected by law

What Salvation Army employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Salvation Army

Sourced by ZipRecruiter

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Industry

Non-profits, retail, amusement, gambling, and recreation and religious organizations

Company size

5,001 - 10,000 Employees

Headquarters location

Alexandria, VA, US

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