Annuity Case Manager

Hub International Insurance•Akron, OH

6d•Onsite

About The Position

The Annuity Case Manager plays an essential role on the Annuity Team by providing exceptional service and support to financial advisors throughout the annuity application and processing lifecycle. This position works closely with sales teams, insurance carriers, internal departments, and other partners to ensure applications are processed accurately, efficiently, and within required deadlines. The Case Manager serves as a key point of contact throughout the new business process, helping financial advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. The ideal candidate is adaptable, highly organized, detail-oriented, and committed to delivering a high level of service. Because annuity products are an important component of our business, this position has a direct impact on the success of our sales and service operations. The successful candidate will also contribute to ongoing process improvements and innovative ways to better support financial advisors and the sales team.

Requirements

Has prior annuity experience, preferably in a sales-driven environment, with a strong understanding of annuity products and concepts.
Demonstrate the ability to work independently with minimal supervision while contributing effectively as part of a team.
Possess strong problem-solving and decision-making skills, with the ability to manage multiple priorities and deadlines.
Communicate clearly, professionally, and accurately with both internal and external customers.
Have excellent organizational skills and a strong attention to detail.
Be comfortable working in a fast-paced environment where products, requirements, rates, and processes may change frequently.
Build and maintain strong professional relationships with financial advisors, carriers, sales representatives, and internal teams.
Demonstrate a positive and flexible approach to change while supporting team objectives and organizational goals.

Responsibilities

Enter new annuity applications into the Agency Management System (AMS) and conduct a thorough review of all new business submissions for accuracy and completeness.
Monitor cases throughout the application process and identify outstanding requirements, missing information, or necessary corrections.
Provide financial advisors and producers with timely updates regarding outstanding requirements, paperwork corrections, compliance documentation, and carrier deadlines.
Coordinate with internal departments to address unique client situations and facilitate appropriate solutions for financial advisors.
Respond promptly and accurately to inquiries from financial advisors and clients.
Maintain proactive communication with financial advisors by providing regular case updates and setting clear expectations throughout the process.
Work closely with insurance carriers and sales teams to help ensure applications move through the process efficiently and within established timelines.
Assist with product changes, rate updates, carrier requirements, and other time-sensitive annuity-related matters.
Process policy service requests for clients within the existing in-force book of business.
Identify opportunities to improve processes, enhance the advisor experience, and increase operational efficiency.
Support team initiatives and contribute to achieving overall departmental and organizational goals.

Benefits

health/dental/vision/life/disability insurance
FSA
HAS
401(k) accounts
paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays
eligible annual bonuses
equity
commissions
structured training
licensing support
ongoing development opportunities
retirement savings matching
company-paid life and disability plans
paid parental leave
a wellbeing program