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Remote Annuity Case Manager Jobs in Santa Rosa, CA

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Remote Annuity Case Manager information

See Santa Rosa, CA salary details

$15

$25

$36

How much do remote annuity case manager jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for remote annuity case manager in Santa Rosa, CA is $25.10, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $27.07 per hour, depending on experience, location, and employer.

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 job categories do people searching Remote Annuity Case Manager jobs in Santa Rosa, CA look for?

The top searched job categories for Remote Annuity Case Manager jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Remote Annuity Case Manager jobs?

Cities near Santa Rosa, CA with the most Remote Annuity Case Manager job openings:

Senior Licensed Clinical Social Worker - Remote Position

Horizon Mental Care Services

Santa Rosa, CA • Remote

$120K - $130K/yr

Full-time

Medical, Retirement, PTO

Posted 3 days ago

New


Job description

Position Overview

Horizon Mental Care Services is seeking a dedicated and experienced licensed Clinical Social Worker (LCSW) to join our remote team in providing exceptional mental health care. In this full-time role, the LCSW will be responsible for leading psychoeducational and process-oriented therapy groups, conducting individual therapy sessions, performing clinical assessments, implementing effective interventions, and managing various case management responsibilities.

About the Organization

Horizon Mental Care Services is a leading provider of mental health care, committed to improving the quality of life for individuals in need. Our community health clinic, located in beautiful Santa Rosa, California, serves a diverse clientele and emphasizes compassionate, personalized support. We strive to create an inclusive environment where both clients and staff feel valued and empowered.

Work Environment

This role offers the flexibility of a remote work environment while still maintaining strong ties to our clinic team. Our collaborative setting encourages communication and teamwork among professionals, allowing you to connect with colleagues while working from the comfort of your home. You will have the tools and resources necessary to thrive in this dynamic environment, including access to advanced case management software and virtual therapy platforms.

Key Responsibilities
  • Initiate discharge planning from the very first day of admission for all patients, proactively addressing their needs and preparing them for a successful transition.
  • Conduct comprehensive discharge sessions with patients to ensure they understand and have developed vital coping skills, a clear transition plan, and knowledge of available resources.
  • Confirm discharge appointments with patients and their loved ones ahead of time, ensuring all parties are prepared for the upcoming changes.
  • Communicate with referral sources and outpatient providers at key points—upon admission, mid-treatment, and pre-discharge—to guarantee continuity of care and seamless transitions for patients.
  • Facilitate patient transfers to higher levels of care when necessary, ensuring that each patient receives the appropriate level of support.
Patient Population / Client Focus

You will be working primarily with adults experiencing a wide range of mental health conditions, including anxiety, depression, trauma-related disorders, and more. Your therapeutic approach will be patient-centered, focusing on building therapeutic rapport and fostering resilience. This role is critical in addressing social determinants of health and promoting holistic well-being, as our patient population often faces various external challenges.

Qualifications
  • A Master’s degree in Social Work from an accredited institution.
  • Active licensure as a Clinical Social Worker (LCSW) in the State of California is required.
  • Exceptional written and verbal communication skills to effectively engage with patients, families, and healthcare providers.
  • Demonstrated ability to maintain professional boundaries and provide a stable therapeutic environment for clients.
  • Proficiency in completing and submitting clinical documentation promptly and per regulatory standards.
Preferred Experience
  • Experience in a community health clinic setting or working with diverse populations is preferred.
  • Familiarity with telehealth platforms and digital mental health tools is advantageous.
  • Previous experience in case management and interdisciplinary collaboration enhances the quality of patient care.
Compensation and Benefits

This position offers a competitive annual salary ranging from $120,000 to $130,000, depending on your experience and caseload. In addition to a competitive salary, our comprehensive benefits package includes health insurance, retirement plans, and paid time off. We believe in supporting our employees’ well-being and providing the necessary tools to ensure a balanced work-life experience.

Career Growth Opportunities

At Horizon Mental Care Services, we invest in our employees’ futures through ongoing professional development and access to continuing education opportunities. You will have the chance to participate in workshops, seminars, and trainings that enhance your clinical skills and knowledge base, positioning you for future career advancements within our organization.

Why Join Our Team

Joining Horizon Mental Care Services means becoming part of a dedicated team that values compassion, collaboration, and continuous improvement in mental health care. You will have the opportunity to make a real difference in the lives of our patients while being supported by a network of skilled professionals. If you are passionate about helping others and are ready to take on a fulfilling role, we encourage you to apply.

Application Information

If you are interested in this rewarding position and meet the qualifications outlined above, we would love to hear from you! Please submit your application and include a resume and cover letter detailing your relevant experience. Join us in our mission to provide exceptional mental health care and be a part of a supportive community. Apply now!