Annuity Case Manager

HUB International; United States; Hybrid; USD 39,000 - 44,000; Full time

Benefits offered by this job

Hybrid work option

Fully remote option

Job summary

HUB International is seeking an Annuity Case Manager to support financial advisors through the annuity application and processing lifecycle. You will collaborate with sales, carriers, and internal teams to ensure timely, accurate submissions.

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple deadlines in a fast-paced environment. This full-time role offers a hybrid/remote work arrangement and opportunities for process improvements.

Qualifications

• Experience with annuity products in a sales-driven environment.
• Ability to work independently with minimal supervision.
• Strong problem-solving and prioritization skills.
• Clear, professional communication with internal and external customers.
• Excellent organization and attention to detail.
• Comfortable with changing products, requirements, rates and processes.

Responsibilities

• Enter new annuity applications into the AMS and review submissions for accuracy.
• Monitor cases, identify missing information, and request corrections.
• Provide timely updates to financial advisors on outstanding requirements and deadlines.
• Coordinate with internal departments to resolve client situations.
• Respond promptly to inquiries from financial advisors and clients.
• Keep proactive communication with advisors and set clear expectations.
• Assist with product changes, rate updates, and carrier requirements.
• Process policy service requests for clients in the in-force book.
• Identify opportunities to improve processes and advisor experience.
• Support team initiatives to achieve department goals.

Skills

Annuity experience

Independent worker

Problem solving

Clear communication

Organization

Adaptability to change

Job description

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Position Summary:

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.

Key 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.

Key Qualifications:

• 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.

Position Type/Expected Hours of Work:

This is a full-time, non-exempt position with a regular schedule of Monday through Friday, 8:30 AM to 5:00 PM EST. Employees receive two paid 15-minute breaks and one unpaid 30-minute lunch break.

Work Location:

Work location is flexible. Candidates near our Providence, RI offices will be expected to work on-site hybrid 3 days a week. Candidates outside these areas are welcome to apply and will work fully remote.

Salary Transparency:

The expected salary range for this position is $28 to $32 an hour and will be impacted by factors s