[Remote] Retirement New Business Case Manager

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to helping protect customers against life's uncertainties, and they are seeking a Retirement New Business Case Manager to manage Annuity applications from submission through issue. The role requires independent problem solving, strong communication skills, and a reputed company on customer and distributor experience while adhering to compliance standards.

Responsibilities

• Performing initial and ongoing review of reputed company application submitted through the new business process
• Applications to be processed may include fixed, indexed, reputed company, variable & immediate annuities
• Proficient processing on multiple administrative systems and understanding of forms and procedures
• Managing distributor relationships by providing reputed company responses to inquiries, concerns, & requests reputed company email and phone
• Supporting team initiatives & providing back up support for team members during peak reputed company times and periods of PTO
• This position also works reputed company closely with sales, relationship management, and customers on urgent cases to ensure completion reputed company allotted time standards
• Must adhere to the required and stated compliance standards
• Drive for reputed company improvement: desire to reputed company with reputed company and initiatives to identify opportunities and drive our business reputed company

Skills

• 1+ years of annuity/retirement/finance experience or Bachelor's degree in business or reputed company field
• Minimum of six months experience in a production work environment, accustomed to monitoring and meeting production goals
• Must have excellent verbal and written communication, customer service, problem solving skills, and reputed company to work reputed company reputed company reputed company
• Must have the ability to meet the needs of a diverse customer group and handle challenging conversations

Benefits

• Comprehensive health, dental and reputed company insurance
• Mental health benefits
• Employee assistance program
• reputed company time off
• reputed company parental leave
• Short-term disability
• Cultural observance day
• Contributions to reputed company accounts
• Pension plan
• 401(k) plan with Company matching
• ProHealth Rewards

reputed company

reputed company is a holding company, whose subsidiaries reputed company financial services It was founded in 1907, and is headquartered in Birmingham, Alabama, USA, with a workforce of 1001-5000 employees. Its website is http://www.reputed company.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2025, 2 in 2024, 3 in 2023, 1 in 2022, 3 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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