Case Manager – Annuity

🔥 19 hours ago

🇺🇸 United States – Remote

💵 $21 - $23 / hour

⏰ Full Time

🟢 Junior

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Work with assigned advisors to process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution • Complete suitability review for annuity applications using system tools and set criteria for making decisions • Organize and prioritize workload to ensure cases are processed, issued, and placed in a timely manner while managing agent expectations • Answer inbound calls and emails from advisors and field offices • Communicate with agents to obtain supplemental information, explain requirements, and provide updates on pending business • Provide updated information regarding contract status, outstanding requirements, and transaction explanations • Use critical thinking to address unusual situations and escalate concerns or complex cases as necessary • Process transactions and meet speed-of-service and quality goals • Interact with cross-functional teams to facilitate timely responses • Follow up with agents on policy delivery requirements • Provide information on complex agent service issues involving insurance products and transactions

🎯 Requirements

• Associate’s degree in a business field or equivalent education/experience • One year of financial services operations or related industry experience • Excellent communication skills that are clear and professional – both written and verbal • Strong customer service orientation with the ability to think as the customer and respond to advisors with a sense of urgency and professionalism • Strong problem solving and decision making skills • Attention to detail and the ability to multi-task • PC skills for data entry, documentation, and navigation within multiple systems • Proficiency using MS Office • Preferred: Knowledge of life and/or annuity products/operations • Preferred: Service delivery knowledge of pre and post issue workflows/timelines

🏖️ Benefits

• Annual bonus of 6% based on the Company Bonus Plan/Individual Performance and at the Company’s discretion • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year • Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars • Fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service • Adoption Assistance • Employee Assistance Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs