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Remote Annuity Case Manager Jobs in Iowa (NOW HIRING)

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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 Iowa?

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

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

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

Remote Annuity Case Manager jobs near you
Infographic showing various Remote Annuity Case Manager job openings in Iowa as of June 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 42% Physical, 2% Hybrid, and 56% Remote job distribution.

Policy Administration Data Analyst Manager

EquiTrust Financial Services

West Des Moines, IA • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

About Us:

EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines,

How You'll Contribute

As a Policy Administration Data and Analytics Manager, you will lead the reporting, analytics, and performance insights function within Policy Administration. You will be responsible for overseeing a team of data and analytics professionals, developing reporting strategies, ensuring data accuracy and governance, and delivering actionable insights that support policy issuance, maintenance, servicing, and operational decision-making. This role works closely with Operations, New Business, Compliance, Technology, Customer Service, Sales, Marketing, and external vendor partners to drive operational efficiency, support strategic planning, and enhance customer and policyholder experiences. We are looking for candidates who are passionate about data-driven decision-making, process improvement, and operational excellence and bring strong leadership, analytical, reporting, and stakeholder management skills to the team.

What You'll Do

  • Lead, coach, and develop a team of data analysts and associates.
  • Manage team performance, workload prioritization, hiring recommendations, and professional development activities.
  • Oversee the design, automation, enhancement, and maintenance of operational dashboards and reporting solutions.
  • Ensure reporting metrics accurately reflect policy activity, workflow volumes, capacity, and performance trends.
  • Review and validate reporting outputs for accuracy, consistency, and usability.
  • Analyze policy administration data to identify trends, risks, variances, and process improvement opportunities.
  • Translate analytical findings into actionable business recommendations.
  • Support audits, compliance initiatives, and regulatory reporting requirements.
  • Establish and maintain data governance and data quality processes.
  • Lead reporting and analytics efforts supporting IVR, Contact Center, and client-facing website operations.
  • Monitor digital self-service adoption and identify opportunities to improve customer experience and operational efficiency.
  • Partner with business stakeholders to gather requirements and deliver meaningful reporting and insights.
  • Provide leadership with ad hoc analyses and strategic recommendations to support decision-making and operational planning.
  • Support departmental and company initiatives as needed.

What You'll Bring

Education

Required:

  • High School Diploma

Preferred:

  • Bachelor's degree in Business, Marketing, Statistics, Data Science, Data Analytics, or a related field.

Experience

  • Minimum 5 years of policy administration or insurance operations experience with a focus on data analysis and reporting.
  • Experience developing operational dashboards and managing data workflows.
  • Power BI experience required.
  • Minimum 3 years of supervisory or people leadership experience.
  • Experience within life insurance, annuities, financial services, or other regulated industries preferred.

Knowledge, Skills, and Abilities

  • Strong proficiency with data visualization tools such as Power BI, Tableau, or Looker.
  • Advanced Excel skills and working knowledge of SQL.
  • Experience with CRM platforms (e.g., Salesforce) and marketing tools (e.g., HubSpot, Marketo).
  • Ability to manage multiple projects and meet deadlines in a fast-paced environment.
  • Excellent communication and presentation skills, including the ability to explain complex data to non-technical audiences.
  • Advanced analytical, mathematical, organizational, and critical-thinking skills.
  • Strong understanding of data analysis, databases, reporting tools, and system integrations.
  • Advanced problem-solving and decision-making capabilities.
  • Ability to adapt to changing priorities and business needs.
  • Strong interpersonal skills, professionalism, and commitment to customer service.
  • Demonstrated ability to lead teams and collaborate effectively across departments.

Physical Requirements

  • Occasionally lift or carry up to 20 pounds.
  • Frequent sitting, computer use, fine hand manipulation, and visual concentration.
  • Frequent verbal communication and hearing.
  • Occasional standing, walking, bending, stooping, reaching, and pushing/pulling.
  • Infrequent travel (less than 5%).
  • Ability to perform work primarily in an office or remote environment.

Total Rewards:
In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including: 

  • Medical, Dental & Vision coverage:
  • 401(k) with Company Match
  • Paid time off: Vacation, Sick, Holiday, and more
  • Paid Parental Leave for both Mothers and Fathers
  • Hybrid/Remote Work Options
  • Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers. 

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