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Remote Annuity Case Manager Jobs in Minnesota (NOW HIRING)

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Minneapolis, MN · Remote

$106K - $138K/yr

Life & Annuity Insurance Sales Agent -- 100% Remote | 100% Commission | Unlimited Earning Potential ... Manage your own schedule and pipeline -- you're the CEO of your business * Continuously grow your ...

Let's Get to Work

Saint Paul, MN · Remote

$104K - $135K/yr

Life & Annuity Insurance Sales Agent -- 100% Remote | 100% Commission | Unlimited Earning Potential ... Manage your own schedule and pipeline -- you're the CEO of your business * Continuously grow your ...

$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 ...

$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 ...

This role works closely with case managers and attorneys, manages subrogation, and negotiates ... This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: * Receives Workers' Compensation ...

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 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 Minnesota?

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

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

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

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

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

Infographic showing various Remote Annuity Case Manager job openings in Minnesota as of August 2026, with employment types broken down into 86% Full Time, 9% Part Time, and 5% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution.

Remote Case Manager - Chisago County

Chisago City, MN • On-site, Remote

Orion Associates
Business Management Consulting • 51 - 200 employees

$51K - $53K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago


Job description

Meridian Services is a trusted provider of care for individuals with intellectual disabilities, mental health challenges, the elderly, and their families. Our Case Management Department supports approximately 2,500 elderly individuals, 1,500 people with mental health diagnoses, and more than 1,000 individuals with intellectual disabilities across the entire state of Minnesota. We strive to provide services of the finest quality so that those we serve will be able to realize their dreams!
Job Title: Case Manager / Social Worker
Location: Remote in Chisago County. Must live within MN to be considered for the position. Travel throughout the state is required for meetings and visits with persons served.Based on caseload, travel throughout other parts of Minnesota may be required.
Schedule: Monday-Friday typical daytime business hours. Eligible to work from home up to 2 days/week after 6 months of employment.
Wage: Starting at $51,000 annual salary including $1,800 sign-on bonus + full-time benefits, PTO, and Volunteer PTO. Higher salary with a BSW or MSW.
Required Qualifications:
  • Be a licensed Social Worker (Bachelor of Social Work required for licensure)
  • Or licensed Graduate Social Worker (Master's in Social Work required for licensure) as stated by the Minnesota Board of Social Work
  • Or have a 4-year degree in Human Services, Psychology or Sociology, or related fields
  • Successful clearance of Department of Human Services background check
  • Successful clearance of Motor Vehicle Background Check and acceptable driving record per Company Policy

Job Summary: As a Case Manager, you will be working on finding resources and services for persons (clients) that best fit their needs and situations. At Meridian Services, each Case Manager is an advocate for persons with disabilities/elderly and helps to make a difference in their lives. Our Case Managers will carry caseloads that consist of persons with intellectual disabilities, traumatic brain injuries, CADI (mental health) diagnoses, and elderly/alternative care.
Essential Job Duties:
  • Visits with persons on the caseload and attending team meetings
  • Completing or attend meetings on needs assessment; individual service plan development (CSSP)
  • Assisting with planning for new service development
  • Locating residential, vocational, and other needed services depending on each person's needs
  • Monitoring service delivery and ensuring the health and safety needs of each person are being met.
  • Completion of referrals and crisis intervention as needed
  • Developing waiver budgets
  • Completing case notes
  • Acting as an advocate for people we provide services to

Preferred Qualifications:
  • Knowledge of community resources and providers
  • Excellent computer skills including Microsoft office
  • Great organizational skills and attention to detail.
  • Knowledge of Medical Assistance, Medicare, and MN Health care programs

Meridian Services Company Benefits and Perks Include:
  • Medical, Dental, and Vision insurance offered
  • Paid Time Off including 16 hours of Paid Volunteer Time
  • 401K plan with employer matching after 1 year
  • Supplemental Insurance and Pet Insurance offered
  • Childcare at Corporate Office for Employees
  • Pet-Friendly Corporate Offices
  • Fun events including: Annual Company Picnic, Wednesday Snack Days at Corporate Office, Annual Summer Bags Tournament, Department Kickball Game, and more!
  • MERSC Discounts at MN Events and Businesses
  • Case Managers attend MSSA Conference annually
  • CEU's and Monthly Lunch-and-Learn Trainings
  • LSW Supervision for Licensed Social Workers is provided weekly and for free!
  • Master's level supervision is provided for a small fee

Meridian Services is an Equal Opportunity Employer. Candidates who meet the educational requirements for this position and who are passionate about supporting others are encouraged to apply!