Retirement New Business Case Manager
Protective Life
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $47,500 - $60,000 per year
Job Level
About the role
- Performing initial and ongoing review of each application submitted through the new business process
- Applications to be processed may include fixed, indexed, structured, variable & immediate annuities
- Proficient processing on multiple administrative systems and understanding of forms and procedures
- Managing distributor relationships by providing timely responses to inquiries, concerns, & requests via email and phone
- Supporting team initiatives & providing back up support for team members during peak influx times and periods of PTO
- Works closely with sales, relationship management, and customers on urgent cases to ensure completion within allotted time standards
- Must adhere to the required and stated compliance standards
- Drive for continuous improvement: desire to get engaged with projects and initiatives to identify opportunities and drive our business forward
Requirements
- 1+ years of annuity/retirement/finance experience or Bachelor’s degree in business or related field
- Minimum of six months experience in a production work environment
- Must have excellent verbal and written communication, customer service, problem solving skills
- Must be able to work well within a team
- Must have the ability to meet the needs of a diverse customer group and handle challenging conversations
Benefits
- comprehensive health, dental and vision insurance
- mental health benefits
- employee assistance program
- paid time off
- paid parental leave
- short-term disability
- cultural observance day
- contributions to healthcare accounts
- pension plan
- 401(k) plan with Company matching
- ProHealth Rewards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
annuity processingfinancial analysisapplication reviewcompliance standardsadministrative systemsforms understandingproduction work experiencecustomer serviceproblem solving
Soft Skills
verbal communicationwritten communicationteamworkcustomer servicerelationship managementtimely responsesupporting team initiativeshandling challenging conversations
Certifications
Bachelor’s degree in business