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Remote Annuity Case Manager Jobs in Alabama (NOW HIRING)

Harris

$10/hr

Remote Care Manager Location: Remote The Care Manager will be assigned a patient panel based on ... A minimum of two (2) years of clinical experience in a clinic setting, Med/Surg, Case Management ...

Symmetry

Remote Insurance Sales Agent

Huntsville, AL · Remote

We also have an in-house annuity process that trains you to enter the seven-billion-dollar industry ... MUST HAVE A WORKING PHONE AND COMPUTER The Wayland Agency | Regional Sales Manager No agents ...

Manulife

$73K - $122K/yr

... management, or a related financial services function. * Strong understanding of annuity and life ... Referenced Salary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote Salary ...

CSAA

Proficiency with Microsoft Word, Excel, and matter or case management systems; ability to prepare ... We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex ...

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Remote Annuity Case Manager information

What is the difference between Remote Annuity Case Manager vs Remote Disability Claims Specialist?

AspectRemote Annuity Case ManagerRemote Disability Claims Specialist
CredentialsInsurance licenses, certification in annuitiesInsurance licenses, disability claims certification
Work EnvironmentHome-based, insurance company or financial servicesHome-based, insurance or government agency
Industry UsageFinancial services, insurance providersInsurance, government, healthcare sectors

The Remote Annuity Case Manager primarily handles annuity products, focusing on client accounts and financial planning. In contrast, the Remote Disability Claims Specialist manages disability claims, assessing eligibility and processing benefits. Both roles require insurance credentials and are performed remotely within the insurance industry, but they serve different client needs and product types.

What is a remote annuity case manager?

A Remote Annuity Case Manager is a professional who oversees and coordinates the processing of annuity applications and related client cases while working from a remote location. They act as a liaison between financial advisors, clients, and insurance carriers to ensure all documentation is complete, accurate, and compliant with regulations. Their responsibilities typically include tracking case progress, resolving issues, and providing updates throughout the annuity issuance process. Working remotely, they rely heavily on digital communication tools and secure document management systems.

What are the key skills and qualifications needed to thrive as a remote annuity case manager?

To thrive as a Remote Annuity Case Manager, you need strong knowledge of annuity products, financial services regulations, and case management practices, usually supported by experience in insurance or finance and sometimes a relevant certification. Familiarity with CRM software, document management systems, and annuity processing platforms is typically required. Excellent organizational skills, attention to detail, and clear communication are crucial soft skills for managing client cases and coordinating with stakeholders remotely. These skills ensure accurate, efficient handling of annuity cases and deliver a high level of client service in a virtual working environment.

What are some common challenges faced by remote annuity case managers, and how can they be effectively managed?

Remote Annuity Case Managers often encounter challenges such as coordinating with multiple stakeholders, managing complex documentation, and ensuring timely follow-up on cases—all while working outside a traditional office environment. Effective organization, clear communication, and proficiency with digital workflow tools are essential to overcoming these challenges. Building strong relationships with clients, advisors, and internal teams also helps streamline processes and resolves issues quickly. Regular check-ins and utilizing secure digital platforms can further support successful case management from a remote setting.

What are popular job titles related to Remote Annuity Case Manager jobs in Alabama?

For Remote Annuity Case Manager jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Remote Annuity Case Manager jobs in Alabama look for?

The top searched job categories for Remote Annuity Case Manager jobs in Alabama are:

What cities in Alabama are hiring for Remote Annuity Case Manager jobs?

Cities in Alabama with the most Remote Annuity Case Manager job openings:

Remote Annuity Case Manager jobs near you

Annuity Case Designer, Highland Capital Brokerage

Osaic

Birmingham, AL • Remote

$55K - $63K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 3 days ago

New

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Operations Opportunity in Insurance Industry

Annuity Case Designer, Highland Capital Brokerage

Location(s): All Locations/ REMOTE

Role Type: Full time

Salary: $55,000 - $63,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.

Education Requirements:

  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Life & Health Insurance License preferred

Responsibilities:

  • Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps,and assisting with electronic submission platforms
  • Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
  • Respond in a timely manner meeting company service levels for all service and solicitation requests
  • Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
  • Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
  • Answer overflow calls from the phone queue
  • Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
  • Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required

Basic Requirements:

  • Multi-carrier insurance product experience.
  • Excellent verbal and written communication skills to effectively present complex concepts
  • Ability to build strong, lasting relationships with producers/advisors through trust and rapport
  • Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
  • High sense of urgency and ability to prioritize workload in a demanding environment.
  • Familiarity with Salesforce to manage activities, client information and leads

Preferred Requirements:

  • 3 or more years of sales/sales support experience in the annuity environment
  • Work towards completion of CLU or ChFC designations
  • Work towards completion of Series 6 and 63
Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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