Case Manager II - Life and Annuities

Alliant Insurance Services; Orlando, Miami (FL, FL); Remote; USD 50,000 - 80,000; Full time

Job summary

A forward-thinking company is seeking a dedicated Case Manager II to oversee annuity and life insurance cases. This remote position requires strong communication and organizational skills to ensure a seamless experience for agents and clients alike. You'll be responsible for reviewing applications, coordinating with internal departments, and providing exceptional customer service. Join a team that values your contributions and offers a supportive environment where you can thrive in your career. If you're passionate about making a difference in the insurance industry, this role is perfect for you.

Benefits

Health Insurance

Dental and Vision Insurance

401(k) with Company Match

Paid Time Off

Qualifications

• 3+ years of experience in Underwriting or related Life and Annuity Insurance.
• Bachelor's degree in Business or a related field preferred.

Responsibilities

• Manage annuity, life, and long-term care cases with agents and carriers.
• Review applications, conduct follow-ups, and ensure timely processing.

Skills

Underwriting

Customer Service

Communication

Case Management

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. It offers life, long-term care, disability insurance, and fixed annuity products, acting 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

The Case Manager II will be responsible for maintaining primary ownership of annuity, life, long-term care, and senior health cases. This involves frequent communication and coordination with agents, insurance carriers, and internal resources. The role includes reviewing and evaluating documents and data to identify and resolve issues, setting appropriate expectations with agents, and providing a World Class Customer Service experience throughout the process.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Case Management Functions: Receive and 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 records of work activity and communication.
• Agent Support Functions: Act as a conduit for case issues, coordinate with internal departments, review issued policies for accuracy, and follow up on delivery requirements to ensure policies are placed within the specified timeframe.
• Special Projects: Collaborate with staff on internal and external committees, and assist with special projects as requested by management.
• Perform other duties as assigned by management.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Business or a related field or equivalent combination of education and relevant experience, preferred.

Three (3) or more 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 and participates in the E-Verify system.

We aim to help all candidates find great careers. The information you provide here is secure and confidential.

Please apply directly for this job at the employer’s website, as we are redirecting you to the original job posting.