Annuity Case Management Specialist

Protective Life; United States; On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

401(k) with match

Employee assistance program

Job summary

Protective Life is seeking an Annuity Case Management Specialist to manage annuity transactions from submission through completion, ensuring accuracy and efficiency at every step.

In this role you will collaborate with internal teams and external partners, resolve issues promptly, and maintain high service standards while owning your workload. Strong problem-solving and communication skills are essential.

Qualifications

• Experience in annuity/retirement/finance or bachelor’s degree in business or related field
• Minimum 6 months in production environment with production goals
• Strong communication, customer service, problem-solving, and teamwork abilities
• Ability to master multiple systems and adapt to changing environments
• Ownership and adherence to productivity and quality standards

Responsibilities

• Process incoming requests including financial requests, address changes, EFT changes, beneficiary changes and payment redirects
• Review follow-ups and proactively resolve issues to complete processing
• Verify data accuracy and approve release of payments per authority level
• Process payment returns, cancellations, and stop payments
• Meet or exceed customer center, team, and individual goals
• Provide outstanding service to brokers, annuitants, and agencies, including written correspondence
• Suggest improvements to administration and payment systems
• Participate in development, testing, and training as needed

Job description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

At Protective Life, our Case Management organization plays a vital role in delivering exceptional service and support to our customers and distribution partners.

As an Annuity Case Management Specialist, you will manage annuity transactions from submission through completion, ensuring accuracy and efficiency every step of the way.

This role requires strong problem-solving and research skills, a sense of urgency in resolving requirements, and the ability to coordinate communication throughout the transaction process. You’ll take ownership of your workload and contribute to team goals while maintaining high service standards. Success in this position means providing clear, consistent communication to both internal teams and external partners, ensuring a seamless experience for all involved.

Job Functions

• Processes all incoming requests including but not limited to financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests and redirecting payments in accordance with court orders
• Reviews follow-ups and proactively works with internal and external customers to resolve issues to complete processing
• Reviews data received for accuracy and consistency and verifies accurate transaction set-up. Approves release of payments relative to authority level
• Processes payment return, cancels, and stop payments
• Consistently meets or exceeds established Customer Center, team, and individual goals
• Provides outstanding customer service to all telephone and written inquiries from outside brokers, offices, annuitants, government agencies, attorneys. This includes providing written correspondence
• Recommends changes/upgrades of the administration and payment systems
• Participates in development, testing and continuous training as needed

Qualifications

• Experience/Education: 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field
• Production Environment: Minimum 6 months experience meeting production goals in a fast-paced setting
• Skills: Strong communication, customer service, problem-solving, and teamwork abilities
• Adaptability & Technical Proficiency: Ability to master multiple systems, handle diverse customers, and adapt to changing environments
• Ownership & Standards: Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email [e-mail]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

Protective’s targeted salary range for this position is $47,500 to $60,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.