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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. 

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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 Sep 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 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:

Remote Annuity Case Manager jobs near you

Remote Licensed Marriage and Family Therapist (LMFT) - Full-Time Role

Center For Transitional Living, Ltd

Santa Rosa, CA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Job description

Position Overview

The Center For Transitional Living, Ltd is seeking a passionate and licensed Marriage and Family Therapist (LMFT) to join our remote care team. This full-time position offers an opportunity to make a significant impact on the lives of individuals and families, providing essential mental health support in Santa Rosa, California. You will play a key role in the therapeutic process, applying your expertise in various therapeutic modalities to facilitate positive outcomes for clients.

About the Organization

The Center For Transitional Living, Ltd is dedicated to providing comprehensive mental health services within our community. As a community health clinic, we focus on client-centered care, promoting mental wellness and reducing stigma around mental health issues. Our team comprises dedicated professionals committed to fostering healing and growth through innovative therapeutic approaches.

Work Environment

This position is fully remote, allowing for flexibility while maintaining a collaborative team atmosphere. You will have access to the company’s internal tools and resources, including teletherapy systems, case management software, and secure documentation platforms, ensuring that you can deliver exceptional care effectively and confidentially.

Key Responsibilities
  • Conduct thorough psychological assessments to evaluate clients and identify symptoms of mood disorders and other mental health issues.
  • Develop individualized treatment plans collaboratively with clients, incorporating evidence-based practices aligned with their unique needs and preferences.
  • Educate clients and their families on mental health conditions, providing practical strategies for coping and fostering understanding within their support network.
  • Continuously monitor and adjust treatment plans based on client progress, ensuring that therapeutic interventions remain effective and relevant.
  • Create and maintain precise documentation that reflects client progress and complies with legal and ethical standards for confidentiality.
  • Engage in collaborative multidisciplinary team meetings and case reviews to share insights and enhance treatment strategies.
  • Participate in professional development opportunities, including workshops and continuing education courses, to stay updated on best practices in psychotherapy.
  • Serve as an advocate for mental health awareness within the community, helping to reduce stigma and promote access to mental health resources.
Patient Population / Client Focus

You will work with a diverse client population, including individuals and families facing a range of challenges such as anxiety, depression, relational conflicts, trauma, and behavioral issues. Utilizing methodologies such as systems therapy, narrative therapy, and structural family therapy, you will tailor your therapeutic approach to meet the unique needs of each client.

Qualifications
  • Active and valid LMFT license in California.
  • A Master’s degree in Marriage and Family Therapy or a related field.
  • Strong client-centered communication skills, demonstrating empathy and understanding in therapeutic relationships.
Preferred Experience
  • A minimum of 2 years of clinical experience working with diverse populations in a therapeutic setting.
  • Experience with teletherapy and familiarity with digital health care systems.
  • Background in crisis intervention and experience working with high-risk clients is a plus.
Compensation and Benefits

This position offers a competitive salary ranging from USD 115,000 to USD 120,000 annually, along with a comprehensive benefits package that includes:

  • 401(k) with company matching to support your future financial security.
  • Medical, dental, vision, and life insurance options to ensure you and your family’s health needs are met.
  • Access to continuing education courses to support your professional growth and development.
  • Free therapy services for staff to promote mental wellness among our team.
Career Growth Opportunities

At Center For Transitional Living, Ltd, we believe in fostering the professional development of our employees. You will have access to ongoing training and advancement opportunities, including leadership roles within our organization and specialized certifications, allowing you to expand your skill set and enhance your career trajectory.

Why Join Our Team

By joining our team, you will be part of a compassionate and dedicated community focused on making a difference in the field of mental health. We prioritize work-life balance, support your professional growth, and empower you to innovate in your practice. If you are ready to take the next step in your career and contribute to a mission-driven organization, we encourage you to apply.

Application Information

If you are a qualified candidate looking to make a meaningful impact in the lives of individuals and families, we invite you to submit your application today. Join us in our journey to promote mental health awareness and deliver exceptional care to our community.

Apply