Case Manager II - Life and Annuities

Alliant Insurance Services; Town of Texas, Houston (WI, TX); Remote; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Case Manager II to join their remote team. This role involves managing annuity, life, long-term care, and senior health cases while delivering exceptional customer service. The ideal candidate will have a Bachelor's degree in Business or a related field and at least three years of relevant experience. Join a dynamic team where your contributions will directly impact the success of financial professionals across the country. Enjoy a supportive work environment and comprehensive benefits, including health insurance and a 401(k) plan with company match.

Benefits

Health Insurance

Dental and Vision Insurance

401(k) with Company Match

Paid Time Off

Qualifications

• 3+ years in Underwriting or related Life and Annuity Insurance experience.
• Bachelor's degree preferred or equivalent experience.

Responsibilities

• Review new insurance applications for missing information and follow up.
• Serve as a liaison for case issues and ensure timely placement.

Skills

Case Management

Communication Skills

Problem Solving

Customer Service

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

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. Responsibilities include reviewing and evaluating documents and data to identify and resolve issues, setting agent expectations, and providing a World Class Customer Service experience throughout the 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.
• Agent Support: Serve as a liaison for case issues, review issued policies for accuracy, and follow up on delivery requirements to ensure timely placement.
• Special Projects: Collaborate on internal and external committees, and assist with projects as assigned.
• Perform other duties as assigned by management.

Qualifications

Education / Experience

Bachelor's Degree in Business or a related field or equivalent experience preferred. Minimum of three (3) years in 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.

We aim to help all candidates find great careers. Your information is secure and confidential.

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