Annuity Case Management Specialist

Protective(26 days ago)

RemoteFull TimeJunior$47,938 - $64,645 (estimated)Case Management

About this role

An Annuity Case Management Specialist at Protective Life manages annuity transactions from initial submission through completion while ensuring accuracy and efficiency. The role focuses on delivering exceptional service to customers and distribution partners and maintaining clear, consistent communication with internal and external stakeholders. This position operates in a production environment with defined goals and quality standards and contributes to continuous improvement of administration and payment systems. The specialist works remotely as part of the Case Management organization supporting financial and account-related transactions.

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Required Skills

Annuity Processing
Case Management
Customer Service
Problem Solving
Data Verification
Payment Processing
Written Communication
Verbal Communication
Stakeholder Communication
Issue Resolution

+8 more

Qualifications

1+ years in annuity, retirement, or finance
Bachelor’s degree in Business or related field

About Protective

protective.com

Protective is a U.S. insurance company that helps individuals and families protect their financial future through life insurance and annuity products. It offers a range of solutions — including term and permanent life policies and annuities for retirement income and estate planning — sold directly and through financial professionals. Protective also provides online account management, claims and payment services, and resources for beneficiaries and advisors. Customers rely on the company for affordable, practical protection and retirement-focused financial solutions.