[Remote] Retirement New Business Case Manager

Note: The job is a remote job and is open to candidates in USA. Protective Life 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 focus on customer and distributor experience while adhering to compliance standards.

Responsibilities

• 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
• This position also works very 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

Skills

• 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, accustomed to monitoring and meeting production goals
• Must have excellent verbal and written communication, customer service, problem solving skills, and 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

Company Overview

Company H1B Sponsorship