Case Manager – Annuity

Transamerica

Case Manager providing personalized service to financial advisors at Transamerica, processing applications and managing advisor communications.

Posted 5/8/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $21 - $23 per hourWebsite

About the role

Key responsibilities & impact

Provide the highest level of personalized service to financial advisors by maintaining consistent and satisfactory relationships that help increase sales, retention, and market share.
Work with assigned advisors to process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution.
Complete suitability review for annuity applications using system tool and set criteria for making decisions.
Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while managing agent expectations.
Answer inbound calls and emails from advisors and field offices; provide superior service that demonstrate ownership, follow-through, and a positive tone.
Communicate and correspond via phone and email with agents to obtain supplemental information, to explain requirements and to keep updated on pending business.
Proactively provide updated information regarding status of contract, outstanding requirements, and transaction explanations.
Use critical thinking skills to address unusual situations; escalate concerns and/or complex cases as necessary.
Process transactions; meet speed of service and quality goals for each task function.
Interact with teams across functional areas to facilitate timely responses to actions pending.
Follow up with agents on policy delivery requirements to ensure policy is placed within specified timeframes.
Provide information on a variety of complex agent service issues requiring knowledge of insurance products and transactions with a focus on agent satisfaction, quality, and efficiency.
Consult with other departments as necessary.

Requirements

What you’ll need

Associate’s degree in a business field or equivalent education/experience
One year of financial services operations or related industry experience
Excellent communication skills that are clear and professional – both written and verbal
Strong customer service orientation with the ability to think as the customer and respond to advisors with a sense of urgency and professionalism
Strong problem solving and decision making skills
Attention to detail and the ability to multi-task
PC skills for data entry, documentation, and navigation within multiple systems
Proficiency using MS Office
Knowledge of annuity products/operations
Service delivery knowledge of pre and post issue workflows/timelines

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data entrydocumentationproblem solvingdecision makingattention to detailmulti-taskingknowledge of annuity productsservice delivery knowledgepre and post issue workflowsfinancial services operations

Soft Skills

excellent communication skillscustomer service orientationsense of urgencyprofessionalismcritical thinkingownershipfollow-throughpositive toneorganizational skillsinterpersonal skills

Certifications

Associate’s degree in business field