ZipRecruiter

Log In

2

Remote Annuity Case Manager Jobs in Santa Rosa, CA

Modern Family Law

Managing Attorney

Petaluma, CA · On-site +1

Remote First Setting with Brick & Mortar Space Available (in-person as required by courts & clients ... Proficient in client counseling, case prep, case management, and courtroom representation. * Clear ...

Modern Family Law

Managing Attorney

Petaluma, CA · Remote

Remote First Setting with Brick & Mortar Space Available (in-person as required by courts & clients ... Proficient in client counseling, case prep, case management, and courtroom representation. 

Tyson & Mendes LLP

Associate Attorney (Remote)

Novato, CA · On-site +1

$115K - $160K/yr

... including case strategy, depositions, and trial preparation * Ability to independently manage a ... Remote, hybrid, or onsite options available About Tyson & Mendes Click here to learn more about the ...

Tyson & Mendes LLP

Associate Attorney (Remote)

Bodega Bay, CA · On-site +1

$115K - $160K/yr

... including case strategy, depositions, and trial preparation * Ability to independently manage a ... Remote, hybrid, or onsite options available About Tyson & Mendes Click here to learn more about the ...

White Coat Management Group

Radiology Physician

Novato, CA · Remote

$375K - $469K/yr

... remote work environment Flexible 8-hour shifts (24/7 coverage model) True shift work with no post-shift call Consistent case volume W2 or 1099 compensation models Malpractice coverage provided ...

previous pagenext page

Showing results 21-40

All JobsAnnuity Case JobsRemote Annuity Case Manager JobsRemote Annuity Case Manager Jobs in Santa Rosa, CA

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 7, 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:
Remote Annuity Case Manager jobs near you

Managing Attorney

Modern Family Law

Petaluma, CA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

$25,000 Signing Bonus/Relocation Package Real Client Impact
Modern Family Law is growing, and we are looking for talented attorneys to join our team! We are currently offering a $25,000 signing bonus and relocation package.
Modern Family Law, a rapidly expanding national law firm specializing in Family Law, is seeking a driven, compassionate, and experienced Managing Attorney to join our talented team in Petaluma, CA. This role is hybrid, and the Managing Attorney must live within driving distance of our office in Petaluma, CA.
We are seeking a Managing Attorney to oversee the day-to-day operations in our Petaluma office while handling diverse family law cases and making a meaningful impact on our clients' lives. This position is critical in ensuring the productivity and profitability of the office by balancing legal expertise, team mentorship, and operational management. This is a fantastic opportunity to lead a dedicated team in an exciting, fast-paced environment.
Unlike other law firms, Modern Family Law offers you the following opportunities:
  • Remote First Setting with Brick & Mortar Space Available (in-person as required by courts & clients).
  • Low billable hours requirement (90 per month).
  • Direct client contact.
  • Competitive compensation and a wide array of benefits.
  • Learning and development support, including onsite and in-person.
  • Work from Anywhere - eligible after 6 months.

To be successful in this role, the Managing Attorney will:
  • Oversee daily operations, productivity, and profitability of the Petaluma office.
  • Lead, mentor, and develop legal staff through training, motivation, and support.
  • Collaborate with Talent Acquisition and HR on recruitment and policy compliance.
  • Coordinate with other leaders to ensure cross-departmental support.
  • Conduct client consultations and provide legal advice on family law matters.
  • Represent clients in court, prepare legal documents, and negotiate settlements.

Mandatory Notices for Applicants
ADA Compliance: All candidates and incumbents are expected to perform the duties as assigned so long as they can meet the expectations set forth, with or without reasonable accommodations. Should a candidate or incumbent require accommodation, they need to advise the Director of People & Culture in advance.
Compensation: The pay range for this position in this location is $220,000 - $320,350. Additionally, We are currently offering a $25,000 signing bonus and relocation package. The structure presented is a reliable estimate of the base salary plus potential commissions based on billable hours and collections that this individual is expected to receive. Actual pay will be adjusted based on experience, location, billable hour expectations, and other job-related factors as permitted by law. Full-time employees are eligible for health insurance with an optional Health Savings Account (HSA), short-term disability, long-term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401(k) Retirement Plan, vacation, sick time, and an employee assistance program.
Additional voluntary programs include voluntary accident insurance, voluntary life insurance, voluntary disability, voluntary long-term care, voluntary critical illness and cancer insurance, and pet insurance. Commuter and transit benefit programs may also be available in certain markets.
Requirements
    • Five (5) or more years of devoted Family Law experience preferred.
    • **Must be within commuting distance to our Petaluma, CA office**
    • Skilled in mentoring and leading a team, while fostering collaboration.
    • Exceptional writing and communication skills with strong attention to detail.
    • Ability to manage multiple priorities with a client-focused mindset.
    • Proficient in client counseling, case prep, case management, and courtroom representation.
    • Clear and effective verbal and written legal communication.
    • Able to manage multiple priorities efficiently.
    • Committed to delivering excellent client service.
    • Active admission to the California State Bar

Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Training & Development
  • Work from Anywhere -- eligible after 6 months

Apply