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Remote Annuity Case Manager Jobs in Santa Rosa, CA

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Assessment RN / Case Manager Location ... Sonoma County Hybrid Position, Remote and on-site monthly visits Conduct initial and monthly ...

Senior Counsel (Remote)

Bodega Bay, CA · On-site +1

$160K - $190K/yr

Ability to manage full case handling responsibilities, including all facets of discovery and trial ... Remote, hybrid, or onsite options available About Tyson & Mendes Click here to learn more about the ...

Senior Counsel (Remote)

Novato, CA · On-site +1

$160K - $190K/yr

Ability to manage full case handling responsibilities, including all facets of discovery and trial ... Remote, hybrid, or onsite options available About Tyson & Mendes Click here to learn more about the ...

... Team (Case managers, Social Workers, Utilization Managers) to develop and implement methods to ... Through remote access to our web-based Portal, physician advisors will complete clinical reviews ...

Maintain case files and case management systems What We're Looking For ✔ Bilingual in English & Spanish ✔ Bachelor's Degree or Paralegal Certificate ✔ Prior law firm experience preferred ✔ ...

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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 Aug 9, 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 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?

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 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:

RN Assessment Case Manager

Star Nursing, Inc.

Sonoma, CA • Remote

$75/hr

Contractor

Posted 27 days ago

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Job description

We are seeking an RN Case Manager/Monthly Assessment Nurse to join our team! You will be responsible for the assessment, care plans, and documentation of assigned residents.

Position: Assessment RN / Case Manager
Location: Sonoma County
Hybrid Position, Remote and on-site monthly visits

Conduct initial and monthly assessments on residents in assisted living facilities/Skilled Nursing facilities

Pay rate: $75/per assessment (20 mins)

This can be a part-time or full-time position, you may accept up to 60 residents per your caseload, work on your own time.

Responsibilities:

  • Visit- residents at a local assisted living facility, monthly
  • Monthly assessment, semi-annual comprehensive assessment with a care plan
  • Monitor and report changes in patient symptoms or behavior.
  • Communicate with collaborating physicians, administrators, Home Health agency, Hospice agency, POA, family members regarding patient care.
  • Educate patients about health maintenance and disease prevention
  • Facilitate referrals to other healthcare professionals and medical facilities
  • Maintain accurate patient medical records
  • Provide advice and emotional support to residents and their family members
  • You are in charge of your schedule, flexibility is welcome.

Qualifications:

  • Previous experience in nursing and/or case management fields
  • Familiarity with medical software, office suites/excel, word
  • Ability to build rapport with residents and referral sources
  • Strong problem solving, confidence in your nursing abilities

Requirements

  • Must have an active RN-nursing license in the state of CA- in good standing
  • Experience in Home Health, Geriatric, Long-term Care a plus
  • Current BLS
  • Current TB Skin test
  • Must have experience with office suites - Excel/Word/PDF
  • Two current references
  • Must be able to pass a background screening

Company Description

Star Nursing is a healthcare staffing agency with thousands of nationwide opportunities. Travel, direct hire, and temporary positions available, highest rates in the industry!