Annuity Case Specialist
Share
Job Location:
Northlake, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
The Annuity Case Manager is responsible for managing annuity applications from submission through policy issuance. This role serves as the primary liaison between advisors carriers and internal teams to ensure accurate processing timely follow-up and exceptional service. The ideal candidate is detail-oriented organized and experienced in annuity new business operations within an insurance distribution environment.
Key Responsibilities
- Manage annuity cases from application submission through policy issuance and funding
- Review applications for completeness accuracy and compliance with carrier and regulatory requirements
- Serve as the primary point of contact for financial advisors agents and internal sales teams
- Coordinate with insurance carriers to track case status resolve outstanding requirements and expedite processing
- Follow up on pending items such as signatures disclosures suitability AML/KYC and transfer paperwork
- Ensure proper documentation of case notes and status updates in CRM or case management systems
- Monitor service-level timelines and proactively identify potential delays or issues
- Support advisor inquiries related to product features forms and carrier requirements
- Assist with post-issue servicing as needed (e.g. contract delivery funding confirmation)
- Maintain a strong working knowledge of annuity products carrier processes and regulatory standards
Qualifications :
- 2 years of experience in annuity operations case management or new business processing
- Experience working with fixed fixed indexed and/or variable annuity products preferred
- Familiarity with insurance distribution channels (IMO FMO BGA or broker-dealer environment)
- Strong understanding of annuity application workflows and carrier requirements
- Proficiency with CRM systems case management platforms and Microsoft Office
- Excellent organizational and time-management skills with strong attention to detail
- Ability to manage multiple cases simultaneously in a fast-paced environment
- Strong written and verbal communication skills
Preferred Qualifications
- Insurance license (Life & Annuities) preferred but not required
- Experience working directly with multiple insurance carriers
- Knowledge of suitability compliance and regulatory requirements related to annuities
Core Competencies
- Customer service and relationship management
- Problem-solving and follow-through
- Attention to detail and accuracy
- Ability to work independently and collaboratively
- Process-driven with a continuous improvement mindset
Additional Information :
Why Join OIP
- Competitive compensation and benefits package
- Collaborative and growth-oriented work environment
- Opportunity to work with leading annuity carriers and advisors nationwide
- Career development within a growing insurance distribution organization
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Project Portfolio Management
- Motivational Interviewing
- HIPAA
- Computer Skills
- Intake Experience
- Lean Six Sigma
- Conflict Management
- Case Management
- Team Management
- Program Development
- Social Work
- Addiction Counseling
About Company
Therapy & Beyond is one of the largest BCBA-owned ABA organizations, founded and led by Dr. Regina Crone, BCBA-D, since 2006. At Therapy & Beyond we approach the needs of each patient both individually and as part of a dynamic interdisciplinary team working with experts in applied beh ... View more
