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[Remote] Retirement New Business Case Manager

Remote, USA Full-time Posted 2026-07-28

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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