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Annuity Case Management Specialist

Work From HomeRemoteFull-time

AI Summary

Manages annuity transactions from submission through completion, ensuring accuracy and efficiency while coordinating communication with internal teams and external partners.

About this role

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

At Protective Life, our Case Management organization plays a vital role in delivering exceptional service and support to our customers and distribution partners. As an Annuity Case Management Specialist, you will manage annuity transactions from submission through completion, ensuring accuracy and efficiency every step of the way.
This role requires strong problem-solving and research skills, a sense of urgency in resolving requirements, and the ability to coordinate communication throughout the transaction process. You’ll take ownership of your workload and contribute to team goals while maintaining high service standards. Success in this position means providing clear, consistent communication to both internal teams and external partners, ensuring a seamless experience for all involved.

Job Functions:

  • Processes all incoming requests including but not limited to financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests and redirecting payments in accordance with court orders.
  • Reviews follow-ups and proactively works with internal and external customers to resolve issues to complete processing.
  • Reviews data received for accuracy and consistency and verifies accurate transaction set-up. Approves release of payments relative to authority level.
  • Processes payment return, cancels, and stop payments
  • Consistently meets or exceeds established Customer Center, team, and individual goals.
  • Provides outstanding customer service to all telephone and written inquiries from outside brokers, offices, annuitants, government agencies, attorneys. This includes providing written correspondence.
  • Recommends changes/upgrades of the administration and payment systems.
  • Participates in development, testing and continuous training as needed.

    • Qualifications:

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

    • Skills

    Annuity AdministrationBeneficiary ManagementCourt Order ComplianceCustomer Service SystemsElectronic Fund TransferPayment ProcessingPayment Return ProcessingProduction EnvironmentStop Payment ProcessingTransaction Setup

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