Annuity Case Management Specialist

🕒 September 22

🇺🇸 United States – Remote

💵 $47.5k - $60k / year

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Protective Life

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1908

💸 Finance

🛡️ Insurance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

📋 Description

• Process incoming requests, including financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests, and payment redirection in accordance with court orders • Review follow-ups and proactively work with internal and external customers to resolve issues and complete processing • Review data for accuracy and consistency and verify transaction setup • Approve release of payments relative to authority level • Process payment returns, cancellations, and stop payments • Meet or exceed established Customer Center, team, and individual goals • Provide customer service for telephone and written inquiries from outside brokers, offices, annuitants, government agencies, and attorneys • Provide written correspondence • Recommend changes or upgrades to administration and payment systems • Participate in development, testing, and continuous training as needed • Manage annuity transactions from submission through completion, ensuring accuracy and efficiency • Coordinate communication throughout the transaction process and maintain high service standards

🎯 Requirements

• 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field • Minimum 6 months experience meeting production goals in a fast-paced setting • Strong communication, customer service, problem-solving, and teamwork abilities • Ability to master multiple systems, handle diverse customers, and adapt to changing environments • Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes

🏖️ Benefits

• Comprehensive health, dental and vision insurance • Mental health benefits • Employee assistance program • Paid time off • Paid parental leave • Short-term disability • Cultural observance day • Contributions to healthcare accounts • Pension plan • 401(k) plan with Company matching • ProHealth Rewards wellbeing platform with cash rewards • Additional incentive opportunities through an annual incentive based on individual and Company performance