Annuity Case Manager

Posted today

virtual vocationsDenver (CO)

Personal Financial AdvisorsInsurance Agencies and Brokerages

SENIORITY

Senior

About the role

Detail-oriented and compliance-focused, the full-time remote Annuity Case Manager will manage the post-proposal, pre-funding journey for a book of Annuities agents, handling administrative tasks from proposal to funding while allowing agents to concentrate on client relationships. Key responsibilities Own the case from proposal to funding, ensuring smooth transitions and timely updates Run compliance-critical steps, including OFAC/AML checks, before application data entry Manage documentation and data entry accurately in the carrier portal and Salesforce Required qualifications Experience in case management, transaction coordination, or new-business processing Understanding of compliance boundaries and administrative support roles Proficiency in Salesforce and ability to learn multiple carrier-specific systems Strong organizational skills with a track record of managing multi-step workflows Capacity to concurrently support 2-3 agents' pipelines effectively

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.