Annuity Case Management Specialist

Protective Life

. Process incoming requests, including financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests, and payment redirection in accordance with court orders .

Posted 9/22/2026full-timeRemote • United StatesJunior💰 $47,500 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing financial requests and managing annuity transactions with a focus on accuracy and efficiency. Strong communication and customer service skills are essential for resolving issues and maintaining high service standards.

Highest-signal resume keywords

Annuity Transactions ManagementCustomer ServiceProblem-SolvingCommunication SkillsProduction Goals Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Request ProcessingData Accuracy ReviewPayment ProcessingTransaction Setup VerificationPayment System Recommendations

Soft Skills

TeamworkAdaptabilityProactive Issue Resolution

Industry Keywords

AnnuityRetirementFinanceCustomer Center GoalsCourt Orders

About the role

Key responsibilities & impact

Process incoming requests, including financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests, and payment redirection in accordance with court orders
Review follow-ups and proactively work with internal and external customers to resolve issues and complete processing
Review data for accuracy and consistency and verify transaction setup
Approve release of payments relative to authority level
Process payment returns, cancellations, and stop payments
Meet or exceed established Customer Center, team, and individual goals
Provide customer service for telephone and written inquiries from outside brokers, offices, annuitants, government agencies, and attorneys
Provide written correspondence
Recommend changes or upgrades to administration and payment systems
Participate in development, testing, and continuous training as needed
Manage annuity transactions from submission through completion, ensuring accuracy and efficiency
Coordinate communication throughout the transaction process and maintain high service standards

Requirements

What you’ll need

1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field
Minimum 6 months experience meeting production goals in a fast-paced setting
Strong communication, customer service, problem-solving, and teamwork abilities
Ability to master multiple systems, handle diverse customers, and adapt to changing environments
Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes

Benefits

Comp & perks

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 wellbeing platform with cash rewards
Additional incentive opportunities through an annual incentive based on individual and Company performance