Life Insurance Case Manager
Job Summary
A company is looking for a Senior Associate Case Manager to process annuity applications and ensure compliance with contractual and regulatory requirements.
Key Responsibilities
- Act as the primary contact and Subject Matter Expert for pending annuity business
- Review applications for accuracy and assist brokers with document submissions
- Process transactions and handle inquiries from brokerage advisors to resolve issues promptly
Required Qualifications
- High school diploma or GED; bachelor's degree preferred
- 1+ years of experience in Life Insurance Case Management
- Proven experience in Life Insurance servicing and Case Management processing
- Ability to think critically and prioritize multiple tasks effectively
- Positive and collaborative mindset with a strong service aptitude
COMPLETE JOB DESCRIPTION
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