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Remote Annuity Case Manager Jobs in Puerto Rico (NOW HIRING)

OncoHealth

Case Review Specialist - PR

Guaynabo, PR · On-site +1

Remote/hybrid experience preferred * A minimum of 2-4 years' administrative experience and/or ... Our Current Solutions Through the use of OncoHealth's utilization management system, OneUM , our ...

Deloitte

Hospital Billing Coordinator

San Juan, PR · Remote

$50K - $60K/yr

This is a primarily remote role supporting enterprise Epic implementation, with minimal travel and ... Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment * Strong ...

Deloitte

Hospital Billing Analyst

San Juan, PR · Remote

$47K - $62K/yr

This is a primarily remote role supporting an enterprise Epic implementation, with minimal travel ... Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment * Strong ...

National Labor Relations Board

$147K - $197K/yr

Determining the priorities in case-handling to maintain adherence to statutory and regulatory ... This is not a remote position. * Relocation expenses are not authorized. * This is an Excepted ...

Deloitte

Epic Tapestry Specialist

San Juan, PR · On-site +1

Role is remote Preferred * Work Experience/Direct knowledge of Utilization Management or Tapestry ... each case. A reasonable estimate of the current range is $120,000 - $140,000. You may also be ...

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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, and why are they important?

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 Puerto Rico? For Remote Annuity Case Manager jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Remote Annuity Case Manager jobs in Puerto Rico look for? The top searched job categories for Remote Annuity Case Manager jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Remote Annuity Case Manager jobs? Cities in Puerto Rico with the most Remote Annuity Case Manager job openings:
Remote Annuity Case Manager jobs near you
Case Review Specialist - PR

Case Review Specialist - PR

OncoHealth

Guaynabo, PR • On-site, Remote

Full-time

Posted 28 days ago

Job description

About OncoHealth
OncoHealth is a leading digital health company dedicated to helping health plans, employers, providers, and patients navigate the physical, mental, and financial complexities of cancer through technology enabled services. Supporting more than 14 million people in the US and Puerto Rico, OncoHealth offers digital solutions for treatment review and virtual care across all cancer types.
About the Role

The Case Review Specialist ensures that case documentation is provided by the provider for accurate and timely determinations and communicates with clinical and non-clinical staff to facilitate case discussions.
Primary Responsibilities
  • Flexible to work rotational shifts inside our office hours from 8:00 a.m. – 8:00 p.m. EST to cover the operational needs of the company. Shifts can range anywhere between Monday – Friday 8:00 am to 8:00 pm AST, Saturdays 8:30 am - 5:00 pm AST, and On-Call Sundays (Office hours may change/extend upon operational needs) to include Holidays.
  • Process cases and request/maintain clinical documentation and transmit timely determinations via the company’s internal system and/or by phone to the provider and/or member and/or payer
  • Intake Pre-Authorization requests and/or inquiries on existing pre-authorizations via phone, email, fax or by the portal and ensuring they are responded/processed within the established metrics
  • Work collaboratively with clinical and non-clinical staff to facilitate case discussions
  • Fax intake and labeling on weekends/Holidays as needed
About You
  • Bachelor’s Degree or relevant experience preferred
  • Fully Bilingual (English and Spanish)
  • Remote/hybrid experience preferred
  • A minimum of 2-4 years’ administrative experience and/or customer service or relevant educational attainment required
  • Knowledge in pre-authorizations and health insurance client services departments are preferred
  • Implementation of systems for program effectiveness and productivity required
  • Systems/Tools: MS Office Suite proficient
About the Location
OncoHealth is committed to remote, hybrid or in office work options. Our Team in Puerto Rico reports to the office at least 2 times per month (advance notice provided/mandatory requirement) and can work remotely from home the rest of the days. Employees are welcome to work from the office every day if wanted.

Our Culture

Taking ownership of quick action, critically thinking through the needs, and working well with others are key competencies of team member success. Our leadership is dedicated to building a culture based on respect, clinical excellence, innovation – all with a focused mission of putting patients first!

We offer a full benefit package on your first day, along with a company bonus. You may visit or work from our very modern and engaging offices, and experience a fun, collaborative environment where social activities and community events matter. We enjoy being together!
OncoHealth is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All employment decisions are based on qualifications, merit, and business need.

The Opportunity

The cost of cancer related medical services and prescription drugs in the United States is expected to reach $246 billion by 2030. OncoHealth has enjoyed rapid growth over the past 3 years and seeks smart, collaborative people to join its team. We have just under 250 team members, so we can move swiftly but precisely to the market needs of our customers. Strongly backed financially by Arsenal Capital Partners amp; McKesson Corporation, we remain in an investment and growth mode. This means we are open-minded to how we get the work done – now is the perfect time to talk to us!

Our Current Solutions

Through the use of OncoHealth's utilization management system, OneUM, our customers can use a single e-Prior Authorization portal for all oncology drug request and treatments. Our system improves quality of care, reduces provider abrasion and gives health plans visibility into the total cost of oncology treatment.

OncoHealth offers Oncology Insights Pro, an analytic software solution that enables health plans to use data and analytics to improve oncology programs. Using real world data, our engineers normalize data to create analytic dashboards with drill down compatibilities. The data is the paired with expert guidance providing the strategies an insight needed to keep up with the continuing evolving cancer treatment landscape.

OncoHealth offers Pharmacy Consulting services to health plans and pharmaceutical companies. New cancer treatments are entering the market at an unrelenting pace. Since 2018, the FDA approved 121 new cancer applications including 49 novel cancer drug entities. Our Board-Certified Oncology Pharmacologists can help health plans update drug policies, offer utilization management and formulary advice, and development training for staff.

OncoHealth's latest offering is Iris, a digital telehealth platform that delivers personalized, oncology-specific support to navigate the physical symptoms and emotional challenges caused by cancer and cancer treatment. Powered by technology, staffed 24X7, and delivered with empathy, Iris allows patients to connect with trained oncology experts and receive personalized, oncology-specific telehealth support.

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