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Annuity Case Manager

levelfourgroup · 30+ days ago

Dallas, TX

$35k+
Estimation

Full-time

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Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…

Come take your career path to the next level!

The Annuity Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process.

This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued. Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position. This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties. The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.

Essential responsibilities and tasks of the Annuity Case Manager are:

Review all incoming insurance applications to make sure they are properly/thoroughly completed
Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
Proactively take all necessary actions to move the application process forward with a sense of urgency
Negotiate for preferential rates with various insurance carriers, if applicable
Maintain and solidify relationships with the agents (clients) that submit business
Responsible for maintaining Annuity Commission Grids
Responsible for Annuity Production Report
Additional duties as required

Successful Annuity Case Manager candidates will have:

Strong organizational skills as well as strong attention to detail to produce accurate results
Polished and professional communication skills: interpersonal, written, and oral
Strong computer skills that include a knowledge of Office Suite and internet navigation
Ability to work independently as well as within a team environment

•

Last updated on Sep 9, 2024

About the company

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levelfourgroup

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