Annuity Case Jobs (NOW HIRING)

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringingcutting-edgetechnology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary

This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Case Management Team. This candidate will be integral to the overall management of our insurance policies, from pending case management and policy delivery to underwriting negotiations of Life insurance, disability insurance, Long-Term Care and Annuities. The position demands a high level of resourcefulness, effective communication, persuasion, and the ability to learn quickly and adapt to new situations. Case Managers excel in complex problem-solving and the development of interpersonal relations, driving results while adapting to various circumstances, ensuring the organization's goals are met efficiently and effectively. This position will report to the Case Manager Team Lead - Fully Underwritten Solutions and Vice President(s) of Case Management.

Responsibilities:

Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases, ensuring timely processing and resolution

Collaborate with underwriters, advisors, and clients to gather required information and facilitate communication.

Knowledge of carrier practices, policy contracts and provisions.

Must be familiar with new business processes and various state requirements

Oversee the delivery of policies to clients, ensuring accuracy and completeness

Lead negotiations with underwriters on behalf of advisors and clients to secure favorable terms

Manage the reconsideration process for cases that require future negotiation due to initial underwriting decisions

Understand and document commissions on a per case basis in the company agency management system

Develop employee communication and education tools and materials

Requirements:

Bachelor's degree or equivalent business experience required

Life and Health licensed preferred (can be attained following hire)

Strong growth and business development orientation

Proficient in Microsoft Office - Word, PowerPoint, Excel

Strong technical aptitude - ability to utilize and leverage technology and systems

Proven ability to think strategically and act tactically

Strong organization skills/ability to manage multiple demands and priorities

Excellent problem solving/problem resolution

Projects confidence and enthusiasm about the company

Outgoing, excellent communication skills - both written and verbal

Ability to work/partner with a close team

Strong relationship management skills

Results oriented

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 4:30 p.m. This position may require additional hours to meet goals. Hybrid Position requiring 2-3 days in-office per week.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel :

Travel is not required for this position.

Required Education and Experience

Bachelor's degree or equivalent work experience

3-7 years of related industry experience

Active Life and Health License preferred

Pay Details:

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• ... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.