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Annuity Case Manager

Company: Level Four Group
Location: Dallas
Posted on: May 16, 2022

Job Description:

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, youll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:

Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More

Come take your career path to the next level!
The Annuity Case Manager is responsible for the intake of annuity new business application, scrubbing of those applications, input of the relative data into Agency integrator and management of the cases. Details, organization, and communication are of the utmost importance and is a direct reflection of Level Four insurance Agency. A case manager typically has the most interaction with our carrier and producer partners and are key to building and maintaining relationships.
Essential responsibilities and tasks of the Annuity Case Manager are:

Review annuity applications (Suitability when relevant)
Full Utilization of our AMS (Agency integrator)
Daily interaction with carriers
Daily interaction with our producer partners
Proper escalation when a case stalls or a problem arises
Daily documentation of case management interactions
Weekly status updates to our producer partners
Daily follow-up on 1035 exchanges
Constant and transparent communication to the Annuity Marketers
Daily monitoring of carrier websites to capture direct submission
Additional duties as required

Successful Annuity Case Manager candidates will have:

Excellent interpersonal skills
Extreme attention to detail
Must be able to communicate clearly by email and phone
Must be able to take instruction
Ability to escalate often and when necessary
Tremendous follow-through
Strong organizational skills
Strong skills in AMS systems
(Degree not required)

Icing on the Cake

Life or Annuity Insurance experience helpful but not required

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Keywords: Level Four Group, Dallas , Annuity Case Manager, Executive , Dallas, Texas

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