Associate Manager of Annuities
A company is looking for an Associate Manager, Annuity & Life Case Management. Key Responsibilities Oversee the processing of new business applications and ensure accuracy and suitability Track pending cases and transfers with carriers, communicating requirements and updates to advisors Manage inquiries and requests post-policy issuance, ensuring proper documentation and follow-up Required Qualifications Prior financial services experience Experience in a professional office environment Analytical skills Experience with case management processes Familiarity with Broker Back Office systems
A company is looking for an Associate Manager, Annuity & Life Case Management.
Key Responsibilities
Oversee the processing of new business applications and ensure accuracy and suitability
Track pending cases and transfers with carriers, communicating requirements and updates to advisors
Manage inquiries and requests post-policy issuance, ensuring proper documentation and follow-up
Required Qualifications
Prior financial services experience
Experience in a professional office environment
Analytical skills
Experience with case management processes
Familiarity with Broker Back Office systems
