Impactful Annuity Case Manager - Customer-Focused

Protective; United States; Remote; USD 48,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

401(k) with company match

Wellbeing 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.

You will coordinate communication across internal teams and external partners, delivering a seamless experience and strong customer service. The role emphasizes problem resolution, adherence to standards, and ownership of workload within a team-focused environment.

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.

Responsibilities

• 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.
• Recommends changes/upgrades of the administration and payment systems.
• Participates in development, testing and continuous training as needed.

Skills

Communication

Customer service

Problem-solving

Teamwork

Education

1+ years in annuity/retirement/finance

Bachelor’s degree in business or related field

Job description

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

You will coordinate communication across internal teams and external partners, delivering a seamless experience and strong customer service. The role emphasizes problem resolution, adherence to standards, and ownership of workload within a team-focused environment.