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Remote Annuity Customer Service Jobs in Alabama (NOW HIRING)

Liveops

Remote Customer Service Agent

Mobile, AL · Remote

$15.50 - $20.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Huntsville, AL · Remote

$15.25 - $20.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Birmingham, AL · Remote

$14.50 - $19.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Athens, AL · Remote

$15 - $20/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Dothan, AL · Remote

$14 - $18.75/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Florence, AL · Remote

$14 - $18.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Gadsden, AL · Remote

$12.75 - $17/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Tuscaloosa, AL · Remote

$14.50 - $19.25/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Phenix City, AL · Remote

$14 - $18.75/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Bessemer, AL · Remote

$13.75 - $18.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Montgomery, AL · Remote

$15.25 - $20.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Decatur, AL · Remote

$14.50 - $19.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

Liveops

Remote Customer Service Agent

Madison, AL · Remote

$14 - $18.50/hr

Customer Service Agent -- Independent Contractor (Remote) Location: Remote (US-Based) Liveops is seeking independent contractors to provide virtual customer service support for a variety of client ...

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Remote Annuity Customer Service information

What is the difference between Remote Annuity Customer Service vs Remote Insurance Customer Service?

AspectRemote Annuity Customer ServiceRemote Insurance Customer Service
CredentialsBasic insurance or financial certifications often preferredSimilar certifications, including insurance licenses
Work EnvironmentHome-based, customer-focused, financial product supportHome-based, handling insurance policies and claims
Industry UsageFinancial services, retirement planningInsurance providers, health, life, property insurance
Search & Comparison IntentCustomer service roles in financial productsCustomer service roles in insurance industry

Remote Annuity Customer Service and Remote Insurance Customer Service share similar credentials and work environments, both serving clients remotely in the financial and insurance sectors. The main difference lies in the specific products supported: annuities versus insurance policies. Understanding these distinctions helps job seekers target roles aligned with their certifications and career goals.

What are popular job titles related to Remote Annuity Customer Service jobs in Alabama?

For Remote Annuity Customer Service jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Remote Annuity Customer Service jobs in Alabama look for?

The top searched job categories for Remote Annuity Customer Service jobs in Alabama are:

What cities in Alabama are hiring for Remote Annuity Customer Service jobs?

Cities in Alabama with the most Remote Annuity Customer Service job openings:

Remote Annuity Customer Service jobs near you

Annuity Case Designer, Highland Capital Brokerage

Osaic

Birmingham, AL • Remote

$55K - $63K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Operations Opportunity in Insurance Industry

Annuity Case Designer, Highland Capital Brokerage

Location(s): All Locations/ REMOTE

Role Type: Full time

Salary: $55,000 - $63,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.

Education Requirements:

  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Life & Health Insurance License preferred

Responsibilities:

  • Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps,and assisting with electronic submission platforms
  • Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
  • Respond in a timely manner meeting company service levels for all service and solicitation requests
  • Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
  • Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
  • Answer overflow calls from the phone queue
  • Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
  • Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required

Basic Requirements:

  • Multi-carrier insurance product experience.
  • Excellent verbal and written communication skills to effectively present complex concepts
  • Ability to build strong, lasting relationships with producers/advisors through trust and rapport
  • Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
  • High sense of urgency and ability to prioritize workload in a demanding environment.
  • Familiarity with Salesforce to manage activities, client information and leads

Preferred Requirements:

  • 3 or more years of sales/sales support experience in the annuity environment
  • Work towards completion of CLU or ChFC designations
  • Work towards completion of Series 6 and 63
Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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