Annuity Case Management Specialist
New
P
Protective LifeFinancial Services
Work From HomeFull-TimeMiddle
Salary$47,500 - $60,000 a year
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Job Details
- Experience
- 1+ years in annuity, retirement, or finance
- Required Skills
- Problem SolvingCustomer service
Requirements
- 1+ years of experience in annuity, retirement, or finance, OR a bachelor’s degree in business or a related field.
- Minimum 6 months of experience meeting production goals in a fast-paced environment.
- Strong problem-solving and research capabilities.
- Ability to master multiple systems and adapt to changing environments.
- Strong verbal and written communication skills.
- Proven commitment to high service standards and productivity.
- Demonstrated teamwork abilities.
- Ability to handle diverse customers and stakeholders including attorneys and government agencies.
Responsibilities
- Process incoming financial requests, address changes, Electronic Fund Transfer updates, and beneficiary changes.
- Resolve issues by proactively communicating with internal and external customers.
- Review data for accuracy and consistency and verify transaction set-up.
- Approve payment releases within established authority levels.
- Manage payment returns, cancellations, and stop payments.
- Provide customer service for telephone and written inquiries from brokers, offices, annuitants, and agencies.
- Contribute to the continuous improvement of administration and payment systems.
- Participate in ongoing development, testing, and training initiatives.
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