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Remote Annuity Case Manager Jobs in Washington (NOW HIRING)

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Immigration Attorney - Remote

Washington, DC · Remote

$140 - $400/hr

Remote (United States Only) Job Overview We are seeking experienced Immigration Attorneys to ... Case Management Software * Attention to Detail * Written & Verbal Communication * Collaboration

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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 Washington?

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

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

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

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

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

Remote Annuity Case Manager jobs near you

Integrated Case Manager- Registered Nurse

Sentara Healthcare

Woodbridge, VA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Sentara Health rating

6.8

Company rating: 6.8 out of 10

Based on 417 frontline employees who took The Breakroom Quiz

497th of 898 rated healthcare providers

Job description

City/State
Fairfax, VA
Work Shift
First (Days)
Overview:
Sentara Health in Woodbridge, VA is looking to hire an Integrated Case Manager, RN.
This is a remote position; however, candidates must reside in Woodbridge and surrounding areas as travel is required.
The Integrated Case Manager is responsible for case management services within the scope of licensure; develops, monitors, evaluates, and revises the member's care plan to meet the member's needs, with the goal of optimizing member health care across the care continuum. Performs telephonic or face-to-face clinical assessments for the identification, evaluation, coordination and management of member's needs, including physical and behavioral health, social services and long-term services.
Identifies members for high-risk complications and coordinates care in conjunction with the member and health care team. Manages chronic illnesses, co-morbidities, and/or disabilities ensuring cost effective and efficient utilization of health benefits; conducts gap in care management for quality programs. Assists with the implementation of member care plans by facilitating authorizations/referrals within benefits structure or extra-contractual arrangements, as permissible. Interfaces with Medical Directors, Physician Advisors and/or Inter-Disciplinary Teams on care management treatment plans. Presents cases at case conferences for multidisciplinary focus. Ensure compliance with regulatory, accrediting and company policies and procedures. May assist in problem solving with provider, claims or service issues.
Demonstrates the minimum knowledge, skills and abilities to care for the individualized needs of the patient to include physical, psychological, socio-cultural, spiritual and cognitive needs as well as functional abilities including the need for diversified use of such practices. Requires strong oral, written and interpersonal communication skills, problem-solving skills, facilitation skills, and analytical skills
Education:
  • Associates
  • Bachelors preferred

Certification:
  • Registered Nurse required

Experience:
  • 3 years of nursing experience required
  • Managed care preferred
  • Discharge planning experience preferred

Keywords: Talroo- Health, Case Management, Managed Care, Discharge Planning
Benefits: Caring For Your Family and Your Career
• Medical, Dental, Vision plans
• Adoption, Fertility and Surrogacy Reimbursement up to 10,000
• Paid Time Off and Sick Leave
• Paid Parental & Family Caregiver Leave
• Emergency Backup Care
• Long-Term, Short-Term Disability, and Critical Illness plans
• Life Insurance
• 401k/403B with Employer Match
• Tuition Assistance - 5,250/year and discounted educational opportunities through Guild Education
• Student Debt Pay Down - 10,000
• Reimbursement for certifications and free access to complete CEUs and professional development
• Pet Insurance
• Legal Resources Plan
• Colleagues have the opportunity to earn an annual discretionary bonus if established system and employee eligibility criteria is met.
Sentara Health is an equal opportunity employer and prides itself on the diversity and inclusiveness of its close to an almost 30,000-member workforce. Diversity, inclusion, and belonging is a guiding principle of the organization to ensure its workforce reflects the communities it serves.
In support of our mission "to improve health every day," this is a tobacco-free environment.
For positions that are available as remote work, Sentara Health employs associates in the following states:
Alabama, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Maine, Maryland, Minnesota, Nebraska, Nevada, New Hampshire, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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