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Annuity Case Jobs (NOW HIRING)

Salvation Army

Case Worker

Salt Lake City, UT · On-site

$17.50/hr

Voluntary Tax-Deferred Annuity Plan (403(b)plan) Position Summary As a Case Worker for Social Service Programs, you will be expected to answer the phone, make appointments, take applications, conduct ...

New

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 · 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 ...

Acrisure

Case Manager

Stevens Point, WI

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases ...

Acrisure

Case Manager

Saint Louis Park, MN · On-site

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases ...

Acrisure

Case Manager

Parsippany, NJ

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Monitor and manage the progress of pending Life, Disability, Long-Term Care and Annuity cases ...

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 ...

Madison Brokerage Corp

Case Manager

Parsippany, NJ

$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 ...

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How much do annuity case jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for annuity case in the United States is $19.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $21.88 per hour, depending on experience, location, and employer.

What is the highest paid customer service job?

In customer service roles, executive-level positions such as Customer Service Directors or Vice Presidents tend to have the highest salaries, often exceeding six figures annually. These roles typically require extensive experience, leadership skills, and sometimes industry-specific certifications, and they oversee large teams or strategic initiatives within organizations.

What are some common challenges faced by professionals working in annuity case management, and how can they be addressed?

Professionals in annuity case management often encounter challenges such as navigating complex regulatory requirements, coordinating with multiple stakeholders (including clients, financial advisors, and insurance carriers), and ensuring accurate and timely processing of documents. Staying organized and detail-oriented is crucial, as even small errors can delay a case. Developing strong communication skills and maintaining up-to-date knowledge of industry regulations can help address these challenges and improve efficiency.

What jobs pay 4000 a week without a degree?

Jobs that can pay $4,000 a week without requiring a degree include high-level sales positions, such as real estate brokers or insurance agents, and certain skilled trades like commercial truck drivers or construction managers. These roles often rely on experience, certifications, or licensing rather than formal education and may involve commission-based pay or overtime opportunities.

What is an annuity case?

An annuity case refers to the process of evaluating, processing, and managing the application or servicing of an annuity product. Annuities are financial contracts that provide individuals with a stream of income, often used for retirement planning. An annuity case may involve new applications, changes to existing contracts, beneficiary updates, or claims for benefits. Professionals who work with annuity cases ensure all paperwork is accurate, meets regulatory requirements, and that clients' needs are properly addressed. They may also help clients understand product options and guide them through the process.

How to become a certified annuity specialist?

To become a certified annuity specialist, professionals typically complete specialized training programs and pass certification exams offered by industry organizations such as the American College or the Society of Financial Service Professionals. These certifications demonstrate expertise in annuity products and financial planning, often requiring ongoing education to maintain certification status.

What is an annuity job description?

An annuity job involves managing, selling, or advising clients on annuity products, which are financial contracts that provide a stream of payments over time. Roles often require knowledge of insurance and financial regulations, strong customer service skills, and may involve analyzing clients' financial needs to recommend suitable annuity options.

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 annuity products, insurance regulations, and strong organizational skills, often supported by a background in finance or insurance. Familiarity with CRM systems, annuity illustration software, and proficiency in processing applications is typically required. Exceptional attention to detail, problem-solving abilities, and effective communication with clients and carriers distinguish top performers in this role. These skills ensure accurate processing, regulatory compliance, and high-quality service throughout the annuity application and management process.

What is the difference between Annuity Case vs Annuity Analyst?

AspectAnnuity CaseAnnuity Analyst
Required CredentialsInsurance licenses, basic financial knowledgeFinancial certifications (e.g., CFA, CFP), analytical skills
Work EnvironmentInsurance companies, financial advisory firmsFinancial institutions, consulting firms
Employer & Industry UsageUsed in insurance claim processing and case managementUsed in investment analysis and financial planning

While both roles involve financial knowledge related to annuities, Annuity Cases focus on managing specific insurance claims and client cases, whereas Annuity Analysts analyze investment products and market data. Understanding these differences helps job seekers target the right roles in the financial and insurance industries.

More about Annuity Case jobs
What are the most commonly searched types of Annuity Case jobs? The most popular types of Annuity Case jobs are:
What job categories do people searching Annuity Case jobs look for? The top searched job categories for Annuity Case jobs are:
Annuity Case jobs near you
Infographic showing various Annuity Case 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 $40,142 per year, or $19.3 per hour.
Case Worker

Case Worker

Salvation Army

Salt Lake City, UT • On-site

$17.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

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

Job Title: Case Worker
FLSA Status: Full Time - non-exempt
Reports to: Corps Officer
Schedule: 40W M-F 8:00AM - 4:30PM
Supervises: n/a
Rate of Pay: $17.50
Closing Date: 07/23/2026
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)

Position Summary
As a Case Worker for Social Service Programs, you will be expected to answer the phone, make appointments, take applications, conduct client interviews, and ensure accurate records are maintained for all aspects of the Social Service Programs. Complete intake procedures, assessments for services, and connect with other programs at The Salvation Army. Promote The Salvation Army's other programs such as, but not limited to Food Pantry, Case Management, Utility Assistance, Meal Program, and Corps Ministry Programs. Working alongside the Social Services team to assist clients through various case management needs. This includes and is not limited to utility assistance, assistance referrals to other organizations, and emergency assistance inquiries.
Duties and Responsibilities
  • Ability to communicate effectively with staff, interns, volunteers, clients and other agency providers about the Social Service programs and requirements.
  • Ability to set priorities and organize case load.
  • Ability to communicate both in person, over phone, or e-mail about programs and assistances.
  • Ability to be fluent in every aspect of the day-to-day administrative duties, for example: phones, copy machine, computer, e-mail, web-based database systems, and fax machine knowledge.
  • Work with Social Service team to suggest and implement strategies that will maximize the program effectiveness.
  • Knowledge of Utility Programs and Social Service programs within the state of Utah (will be trained)
  • Time Management skills.
  • Must respect cultural, social, and racial differences.
  • Effective stress coping skills, and patience with clients to conduct interviews.

Education/Experience, Skills, Qualities, Requirements
  • Associate degree or higher in social work or related field preferred.
  • Experience in Social Services.
  • Strong communication and people skills.
  • Ability to work in a team environment.
  • Strong understanding of the social services and resources available in Salt Lake City

Requirements
  • Driving

If the position requires driving:
  • The employee must be 21 years old at a minimum (for insurance provision) and possess a valid in-state driver's license
  • 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
    • Ability to maneuver, to remain in a stationary position, to grasp, push, pull, and reach overhead, to lift 25 pounds, to access and produce information from the computer, to operate a telephone, to understand written information
    • Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A request to modify or adjust these requirements may be made to your supervisor and HR. The Salvation Army would attempt to satisfy requests if the accommodation needed is reasonable and presents no undue hardship.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

What Salvation Army employees say

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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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