Annuity Case Specialist
Optimized Insurance Planning•Northlake, TX
10d
About The Position
The Annuity Case Manager is responsible for managing annuity applications from submission through policy issuance. This role serves as the primary liaison between advisors, carriers, and internal teams to ensure accurate processing, timely follow-up, and exceptional service. The ideal candidate is detail-oriented, organized, and experienced in annuity new business operations within an insurance distribution environment.
Requirements
- 2+ years of experience in annuity operations, case management, or new business processing
- Experience working with fixed, fixed indexed, and/or variable annuity products preferred
- Familiarity with insurance distribution channels (IMO, FMO, BGA, or broker-dealer environment)
- Strong understanding of annuity application workflows and carrier requirements
- Proficiency with CRM systems, case management platforms, and Microsoft Office
- Excellent organizational and time-management skills with strong attention to detail
- Ability to manage multiple cases simultaneously in a fast-paced environment
- Strong written and verbal communication skills
Nice To Haves
- Insurance license (Life & Annuities) preferred but not required
- Experience working directly with multiple insurance carriers
- Knowledge of suitability, compliance, and regulatory requirements related to annuities
Responsibilities
- Manage annuity cases from application submission through policy issuance and funding
- Review applications for completeness, accuracy, and compliance with carrier and regulatory requirements
- Serve as the primary point of contact for financial advisors, agents, and internal sales teams
- Coordinate with insurance carriers to track case status, resolve outstanding requirements, and expedite processing
- Follow up on pending items such as signatures, disclosures, suitability, AML/KYC, and transfer paperwork
- Ensure proper documentation of case notes and status updates in CRM or case management systems
- Monitor service-level timelines and proactively identify potential delays or issues
- Support advisor inquiries related to product features, forms, and carrier requirements
- Assist with post-issue servicing as needed (e.g., contract delivery, funding confirmation)
- Maintain a strong working knowledge of annuity products, carrier processes, and regulatory standards
Benefits
- Competitive compensation and benefits package
- Collaborative and growth-oriented work environment
- Opportunity to work with leading annuity carriers and advisors nationwide
- Career development within a growing insurance distribution organization
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
