Annuity Case Manager

Hub International Insurance•Akron, OH

8h•Hybrid

About The Position

The Annuity Case Manager provides service and support to financial advisors throughout the annuity application and processing lifecycle. The role works with sales teams, insurance carriers, internal departments, and other partners to ensure applications are processed accurately, efficiently, and within required deadlines. As a key point of contact during the new business process, the Case Manager helps advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. The position also processes policy service requests for existing clients and contributes to process improvements that support advisors, sales teams, and operational efficiency. This is a full-time, non-exempt position with a regular Monday–Friday schedule of 8:30 AM to 5:00 PM EST. Employees receive two paid 15-minute breaks and one unpaid 30-minute lunch. Work location is flexible: candidates near the Providence, Rhode Island offices are expected to work onsite in a hybrid arrangement three days per week; candidates outside those areas may work fully remotely. The expected salary range is $28 to $32 per hour, with pay affected by factors including skills, experience, work location, business line, scope, and level.

Requirements

Prior annuity experience and a strong understanding of annuity products and concepts.
Ability to work independently with minimal supervision and contribute effectively as part of a team.
Strong problem-solving and decision-making skills, including the ability to manage multiple priorities and deadlines.
Clear, professional, and accurate communication with internal and external customers.
Excellent organizational skills and strong attention to detail.
Comfort working in a fast-paced environment where products, requirements, rates, and processes may change frequently.
Ability to build and maintain professional relationships with financial advisors, carriers, sales representatives, and internal teams.
Positive and flexible approach to change while supporting team objectives and organizational goals.

Nice To Haves

Annuity experience in a sales-driven environment.

Responsibilities

Enter new annuity applications into the Agency Management System (AMS) and review submissions for accuracy and completeness.
Monitor cases through the application process and identify outstanding requirements, missing information, or needed corrections.
Provide financial advisors and producers timely updates about outstanding requirements, paperwork corrections, compliance documentation, and carrier deadlines.
Coordinate with internal departments to address unique client situations and facilitate solutions for financial advisors.
Respond promptly and accurately to inquiries from financial advisors and clients.
Maintain proactive communication with financial advisors through regular case updates and clear expectations.
Work with insurance carriers and sales teams to help applications move through the process efficiently and within established timelines.
Assist with product changes, rate updates, carrier requirements, and other time-sensitive annuity matters.
Process policy service requests for clients in 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 departmental and organizational goals.

Benefits

Health, dental, vision, life, and disability insurance
Flexible spending account (FSA)
Health savings account (HSA)
401(k) accounts
Paid time off, including vacation, sick, personal, floating holidays, and company holidays
Eligible annual bonuses, equity, and commissions may be available for some positions
Structured training, licensing support, and ongoing development opportunities
Retirement savings matching
Company-paid life and disability plans
Paid parental leave
Wellbeing program
Community impact opportunities through HUB Gives