Case Manager II - Life and Annuities

Alliant Insurance Services; Little Rock (AR); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Case Manager II to join their dynamic team. This remote position offers the opportunity to manage annuity, life, long-term care, and senior health cases while providing exceptional customer service. The role involves reviewing applications, supporting agents, and collaborating on special projects. With a focus on professional growth and a supportive work environment, this position is ideal for those with a passion for the insurance industry. Join a forward-thinking company that values your contributions and offers a comprehensive benefits package.

Benefits

Health Insurance

Dental and Vision Insurance

401(k) with company match

Paid Time Off

Qualifications

• 3+ years of underwriting and/or related life and annuity insurance experience.
• Bachelor's degree in Business or related field preferred.

Responsibilities

• Review new insurance applications and ensure timely processing.
• Act as a liaison for case-related issues and support agents.
• Collaborate on special projects and assist management as needed.

Skills

Case Management

Customer Service

Communication

Organizational Skills

Problem Solving

Education

Bachelor's Degree in Business

Equivalent Experience

Job description

Tuesday, May 6, 2025

Alliant Insurance is hiring a Case Manager II for our acquisition, ASA Group based in Little Rock, Arkansas!

The ASA Group is a brokerage general agency serving insurance and financial planning professionals across the country. By offering life, long-term care, disability insurance, and fixed annuity products, it serves as a one-stop shop for financial professionals, licensed advisors, financial planners, and registered investment advisers.

https://theasagroup.com/

POSITION HIGHLIGHTS:

• Remote position
• Monday - Friday

Our Case Manager II will be responsible for maintaining primary ownership of annuity, life, long-term care, and senior health cases, engaging in frequent communication and coordination between agents, insurance carriers, and internal resources. Responsibilities include reviewing and evaluating documents and data to identify and resolve issues, setting appropriate expectations with agents, and providing a World Class Customer Service experience based on customer expectations throughout the service process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Case Management: Review new insurance applications for missing information, order and review underwriting requirements, conduct follow-ups via phone and email, organize workload to ensure timely processing, and maintain documentation of activities and communications.
• Agent Support: Act as a liaison for all case-related issues, review issued policies for accuracy, and follow up with agents on policy delivery requirements to ensure timely placement.
• Special Projects: Collaborate with staff on internal and external committees, and assist with special projects as assigned.
• Additional duties as assigned by management.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Business or related field preferred, or equivalent experience. At least three (3) years of underwriting and/or related life and annuity insurance experience required.

PERKS AND BENEFITS

• Health Insurance*
• Dental and Vision Insurance*
• 401(k) with company match*
• Paid Time Off

*Available the first of the month following date of hire

Alliant Insurance is an Equal Opportunity Employer; participates in the E-Verify system.

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To apply, please visit the original job posting on the employer’s website.