Annuity Unit - Case Manager

American National•League City, TX

About The Position

Now Hiring: Case Manager – Annuity New Business Are you detail-oriented, organized, and passionate about supporting sales success? Join our team as a Case Manager and play a key role in ensuring annuity applications are processed accurately and efficiently to help complete the sale. What You’ll Do: Review and evaluate new business annuity applications, including IRA, Roth IRA, and 401(k) packets, disclosures, and rider applications. Identify and follow up on missing or required documentation to ensure timely processing. Manage the Regulation 60 process for New York-based applications. Assess the financial suitability of incoming applications. Communicate with agents to resolve escalated issues and provide exceptional service. Navigate a queue-based workflow and consistently meet or exceed daily processing goals. Maintain strict confidentiality in handling sensitive information.

Requirements

High school diploma or equivalent.
Experience in insurance, clerical/office work, customer service, finance, or processing.
Strong multitasking skills with the ability to focus deeply when needed.
A proactive, solutions-oriented mindset and a commitment to excellence.

Responsibilities

Review and evaluate new business annuity applications, including IRA, Roth IRA, and 401(k) packets, disclosures, and rider applications.
Identify and follow up on missing or required documentation to ensure timely processing.
Manage the Regulation 60 process for New York-based applications.
Assess the financial suitability of incoming applications.
Communicate with agents to resolve escalated issues and provide exceptional service.
Navigate a queue-based workflow and consistently meet or exceed daily processing goals.
Maintain strict confidentiality in handling sensitive information.

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