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Remote Annuity Case Manager Jobs in Michigan (NOW HIRING)

$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 ...

... 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 ...

RN Care Manager - PRN

Almont, MI · Remote

$41.20 - $62.17/hr

Case Management Certification * Demonstrated experience in case management, utilization review ... If applying for a remote or hybrid role, this includes remote work expectations related to ...

Evaluate financial goals and present tailored insurance and annuity options. * Manage Pipeline: Track interactions and guide clients through the sales process using our CRM. * Build Relationships:

This position serves as a consultative partner to Dykema case teams and clients, supporting e ... The Litigation Project Manager position is fully remote and open to our offices in Michigan ...

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 ...

This position serves as a consultative partner to Dykema case teams and clients, supporting e ... The Litigation Project Manager position is fully remote and open to our offices in Michigan ...

Showing results 21-40

Remote Annuity Case Manager information

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

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

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

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

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

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

Chronic Care Manager (Remote - Compact States)

Harris

Wyoming, MI • Remote

$10/hr

Part-time

Re-posted 9 days ago


Harris Computer rating

8.5

Company rating: 8.5 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

79th of 244 rated software companies


Job description

Remote Care Manager

Location: Remote

The Care Manager will be assigned a patient panel based on skill and efficiency level and is expected to carry a patient panel of a minimum of 30- 50 patients per calendar month within the first three months of assignment (depending on patient availability at the assigned practice location). Care Managers are expected to complete due diligence on 100% of their assigned patients and complete billable encounters on 90% of the patients they are assigned each month unless patients are unable to participate due to current health conditions.

Compensation Structure

Esrun Health utilizes a productivity-based pay structure:

$10.00 per completed patient encounter up to 99 encounters/month.

$10.25 100-149 encounters/month

$12.00 150-199 encounters/month,

$14.00 200-249 encounters/month

$16.00 >250 encounters/month.

Payment tier increases require 2 months consistency to achieve and are awarded in third month.

There is a $1/encounter incentive compensation for bilingual contractors equal to $3/hr but is only applied if hired into a bilingual position.

  • Monthly outreach will consist of cumulative time to include chart review, contact attempts (calls/texts/emails), actual call time, care coordination, and documentation/billing.
  • This time is billed out in 20-minute units of service referred to as "encounters" and each patient can be billed for up to three units of service or "encounters" each month.
  • (20-39m=1 encounter, 40-59m=2 encounters, >60m=3 encounters)
    • EXAMPLE: Chart Review 8 min

Outreach Attempts: 6 min

Actual Call:11 min

Care Coordination:9 min

Total Time Spent:44 min = 2 encounters

  • As a productivity-based position - there is no compensation outside of the billable encounters described in the compensation structure other than goal bonuses, referral bonuses, and employee engagement activities resulting in monetary prizes.
  • There is no pay for onboarding until care manager completes billable encounters. Onboarding is self-led and can be completed in as little as 3 days (2-3hrs total time for initial orientation and 1-2 days for workflow training once assigned) - but can, depending on individual schedule, take up to 14 days.

What your impact will be:

  • The role of the Care Manager is to abide by the plan of care and orders of the practice.
  • Ability to provide prevention and intervention for multiple disease conditions through motivational coaching.
  • Develops a positive interaction with patients on behalf of our practices.
  • Improve revenue by creating billable Care Management episodes, increasing visits for management of chronic conditions.
  • Develop detailed care plans for both the doctors and patients. The care plans exist for prevention and intervention purposes.
  • Understand health care goals associated with chronic disease management provided by the practice.
  • Attend regularly scheduled meetings (i.e., Monthly Clinical Update Meeting, monthly 1:1 with supervisor, etc.). These "mandatory" meetings will be important to define the current scope of work.

What we are looking for:

  • Graduates from accredited Schools of Nursing (LPN, LVN, RN, BSN, etc.)
  • Current COMPACT license to practice as an RN/ LVN/LPN held in current state of residence with no disciplinary actions noted or licensed in the non-compact state where the applicable practice is located.
  • A minimum of two (2) years of clinical experience in a clinic setting, Med/Surg, Case Management, and/or home health care.
  • Hands-on experience with Electronic Medical Records as well as an understanding of Windows desktop and applications (Microsoft Office 365, Teams, Excel, etc), also while being in a HIPAA compliant area in home to conduct Care Management duties.
  • Ability to exercise initiative, judgment, organization, time-management, problem-solving, and decision-making skills.
  • Ability to quickly learn new technology through video tutorials and resources in a self-led environment
  • High Speed Internet (Minimum Download - 18mbps/Upload 6mbps) and either a Desktop or Laptop computer in good working order (Has to be operation system of Windows or Mac) NO Chromebooks, iPads, or tablets
  • Excellent verbal, written and listening skills are a must.

What will make you stand out:

  • Quickly recognize condition-related warning signs.
  • Organized, thorough documentation skills.
  • Self-directed. Ability to prioritize responsibilities. Demonstrated time management skills.
  • Clear diction. Exemplary phone etiquette applies to every call.
  • Committed to excellence in patient care and customer service.
  • Ability to troubleshoot minor technological issues related to remote working environment.

What we offer:

  • Streamline designed technology for your Chronic Care operations
  • Established and secure company since 1976, providing critical software solutions for many verticals in countries ranging from North America, Europe, Asia, and Australia.
  • Core Values that unite and guide us
  • Autonomous and Flexible Work Environments
  • Opportunities to learn and grow
  • Community Involvement and Social Responsibility

What Harris Computer employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Harris Computer Systems

Sourced by ZipRecruiter

Harris Computer Systems, based in Ottawa, ON, CA, is an established player in the field of public sector software technology. Since its inception in 1976, the company has been striving to make clients' operations more efficient through reliable, practical, and flexible software solutions. Its extensive portfolio primarily serves utility, healthcare, public sector, and educational institutions, contributing to the betterment of public services through technology. Harris strongly believes in the value of forward-thinking technology and the power it has to drive progress for the public sector. This methodology is entirely in line with their mission to ensure customer success by providing reliable, practical, and robust software solutions.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Ottawa, ON, CA

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