Annuity Case Management Specialist
virtual vocationsDenver (CO)
About the role
Managing annuity transactions from submission through completion, the full-time remote Annuity Case Management Specialist will ensure accuracy and efficiency while providing exceptional service and support to customers and distribution partners.
Key responsibilities:
Process incoming requests including financial changes, beneficiary updates, and payment redirects
Review and resolve issues with internal and external customers to ensure timely transaction completion
Provide outstanding customer service through written correspondence and telephone inquiries
Required qualifications:
1+ years of experience in annuity, retirement, or finance, or a bachelor's degree in a related field
Minimum 6 months of experience in a fast-paced production environment meeting goals
Ability to master multiple systems and adapt to changing environments
Strong ownership of workload and commitment to maintaining high service standards
Proficiency in problem-solving and teamwork abilities
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this