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Annuity Case Manager Jobs (NOW HIRING)

Case Manager II

Colorado Springs, CO · On-site

$23.50 - $25/hr

Voluntary Tax-Deferred Annuity Plan (403(b)plan) Function The Case Manager II will have a focus on family at our shelter. Case Managing Families to help them progress in life and eventually move out ...

Stabilization Case Manager

Denver, CO · On-site

$26 - $27.58/hr

Voluntary Tax-Deferred Annuity Plan (403(b)plan) Function The Stabilization Case Manager ensures individuals that have obtained housing are able to maintain housing. This position administers in ...

Deposit annuity premium checks daily and track incoming funds. * Input and validate suitability ... File & Case Management * Maintain accurate electronic and physical filing practices in compliance ...

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

Deposit annuity premium checks daily and track incoming funds. * Input and validate suitability ... File & Case Management * Maintain accurate electronic and physical filing practices in compliance ...

Case Manager II

Colorado Springs, CO · On-site

$23.50 - $25/hr

Voluntary Tax-Deferred Annuity Plan (403(b)plan) Function The Case Manager II will have a focus on family at our shelter. Case Managing Families to help them progress in life and eventually move out ...

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

Deposit annuity premium checks daily and track incoming funds. * Input and validate suitability ... File & Case Management * Maintain accurate electronic and physical filing practices in compliance ...

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Annuity Case Manager information

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How much do annuity case manager jobs pay per hour?

As of Jun 7, 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.
More about Annuity Case Manager jobs
What cities are hiring for Annuity Case Manager jobs? Cities with the most Annuity Case Manager job openings:
What states have the most Annuity Case Manager jobs? States with the most job openings for Annuity Case Manager jobs include:
What job categories do people searching Annuity Case Manager jobs look for? The top searched job categories for Annuity Case Manager jobs are:
Infographic showing various Annuity Case Manager job openings in the United States as of May 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $98,869 per year, or $47.5 per hour.

$23.50 - $25/hr

Full-time

Posted 20 hours ago


Job description

Job Title: Case Manager II

FLSA Status: Full Time - non-exempt
Reports to: FHC Program Manager

Schedule: 40 hours weekly
Supervises: n/a

Rate of Pay: $23.50 - $25.00 USD hourly dependent on experience

Closing Date: 5/14/2026

Benefits: Standard; Full-Time, Non-Exempt employees are eligible for but not limited to the following:

  • Health, vision, dental, life as well as voluntary life and disability insurance
  • Sick leave benefit – 1 day per month, 12 sick days per year (accrual and availability begins at hire)
  • Vacation benefit – 10 vacation days per year, accrued at the rate of .0385 hours for each hour worked, excluding overtime (accrual begins at hire but may not be used until the completion of six months of employment)
  • One floating day off for use (accrued immediately, and again annually, but may not be used until the completion of the initial three-month introductory period of employment)
  • Pension Plan (after one year of continuous service)
  • Voluntary Tax-Deferred Annuity Plan (403(b)plan)

Function

The Case Manager II will have a focus on family at our shelter. Case Managing Families to help them progress in life and eventually move out of the shelter into other supportive services or into self-sufficiency. This is done through a strength-based/client-centric approach.

Duties and Responsibilities

  • Do an assessment intake on the resident to obtain personal history.
  • Assess what other resources and agencies would benefit the resident and make referrals accordingly.
  • Maintain accurate written case notes on each resident interviewed.
  • Follow all policies and procedures of the center.
  • Meet with Families assigned to you weekly for updates and guidance.
  • Distribute supplies and other belongings to clients.
  • Understand all policies and procedures for the center and implement them in daily work.
  • Ability to search belongings in a proper manner.
  • Maintain records in a timely, accurate, and orderly manner.
  • Participate in training as required by the Social Services Director.
  • Maintain required records related to grant administration.
  • Give high priority to the welfare of each resident.
  • Management of the step/phase program.
  • Give input to needed educational programming.
  • Cooperate with other center staff and volunteers.
  • Always maintain a professional attitude and appearance.
  • Actively support the mission and goals of The Salvation Army.

Education, Experience, Skills, Qualifications

  • Associate degree in human services (or minimum of one year working with displaced clients), Bachelors preferred
  • Minimum of one year in Case Management or a related field
  • Excellent verbal and written communication skills.
  • Ability to present information to small groups.
  • Must demonstrate good judgment and act in a professional manner.
  • Ability to maintain confidentiality.
  • Ability to meet deadlines.
  • Ability to work with people from diverse populations.
  • Ability to read and write in the English language.
  • Must have problem-solving, listening, and organizational skills.
  • Ability to multitask and prioritize according to deadlines.
  • Must have time management skills.
  • Ability to file and maintain files with accuracy.
  • Software
  • Microsoft Word, Access, Excel, Power Point, and Outlook are required.
  • Ability to use new software programs with basic training (Ulti-Pro and others).
  • Ability to create and maintain spreadsheets as needed.
  • Driving

If the position requires driving:

  • A minimum age of 21 (for insurance provision) and possession of a valid in-state driver’s license is required.
  • An MVR will be processed every year in accordance with The Salvation Army’s policies.

Background Check

  • Continued employment will be contingent upon a biennial (every two years) background check that is processed in accordance with The Salvation Army’s policies.

Physical Requirements

· Ability to maneuver.

· Ability to remain in a stationary position.

· Ability to grasp, push, pull, and reach overhead.

· Ability to operate telephone.

· Ability to lift 25 pounds.

· Ability to access and produce information from the computer.

· Ability to understand written information.

· Qualified individuals must be able to perform the essential duties of the position with or without accommodation.