Retirement New Business Case Manager

2 hours, 20 minutes ago
Full-time
Junior
Customer and Technical Support
Protective Life

Protective Life

Protective Life Insurance Company offers financial security through insurance and investment products, serving people and protecting families for over a century.

Insurance
1K-5K
Founded 1907

Description

  • Review each annuity application at submission and throughout the new business process.
  • Process fixed, indexed, structured, variable, and immediate annuity applications.
  • Use multiple administrative systems to track cases and follow established forms and procedures.
  • Manage distributor relationships by responding promptly to inquiries, concerns, and requests via email and phone.
  • Support sales, relationship management, and customer partners on urgent cases to meet service standards and timing requirements.
  • Provide backup support to team members during peak volume periods and PTO coverage.
  • Maintain required compliance standards across all case activity.
  • Identify improvement opportunities and participate in projects and team initiatives to help move the business forward.
  • Take ownership of individual and team caseloads through completion of the application process.
  • Communicate details and status updates consistently to advisors and Retirement sales team partners.

Requirements

  • 1+ years of annuity, retirement, or finance experience, or a bachelor’s degree in business or a related field.
  • At least 6 months of experience in a production work environment with responsibility for monitoring and meeting production goals.
  • Excellent verbal and written communication skills.
  • Strong customer service and problem-solving skills.
  • Ability to work well within a team.
  • Ability to meet the needs of a diverse customer group and handle challenging conversations.
  • Proficiency in processing work across multiple administrative systems.
  • Comfort working with forms, procedures, and case-management workflows.
  • Ability to work independently, research issues, and resolve requirements urgently.
  • Experience in a remote or work-from-home environment is relevant to the role.

Benefits

  • Targeted salary range of $47,000 to $60,000 per year.
  • Comprehensive health, dental, and vision insurance.
  • Mental health benefits and an employee assistance program.
  • Paid time off, paid parental leave, short-term disability, and a cultural observance day.
  • 401(k) plan with company matching.
  • Pension plan.
  • Contributions to healthcare accounts.
  • Access to ProHealth Rewards, with opportunities to earn cash rewards for wellbeing activities.

Interested in this position?

Apply directly on the company website

Apply Now

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