Annuity Case Manager jobs in United States
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CBS Brokerage ยท 17 hours ago

Annuity Case Manager

positionShakopee, MN
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$55K/yr - $60K/yr

CBS Brokerage is a dynamic brokerage general agency specializing in life insurance solutions. As a Case Manager, you will oversee Annuity insurance applications from submission to policy issue, ensuring smooth communication between advisors, carriers, and clients.

Financial ServicesInsuranceLife InsuranceProfessional Services
Hiring Manager
Bibiana Solis
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Responsibilities

Manage life insurance applications and track case progress
Communicate with carriers, underwriters, and advisors to resolve requirements
Provide proactive updates to agents and clients
Ensure compliance with industry regulations and company standards
Deliver outstanding customer service and support

Qualification

Life insurance experienceCase managementFinancial services experienceOrganizational skillsCustomer serviceCommunication skillsRelationship-buildingProblem-solvingAttention to detailWork under pressure

Required

Strong organizational skills and attention to detail
Excellent communication and relationship-building abilities
Ability to thrive in a fast-paced, deadline-driven environment
Some college experience

Preferred

Prior experience in life insurance, financial services, or case management preferred

Benefits

Annual bonus

Company

CBS Brokerage

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CBS Brokerage offers financial planning, inforce management, life insurance, annuities, disability, and long-term care insurance services.
dateFounded in 2007
location
Shakopee, Minnesota, USA
people-size11-50 employees
web-link
https://www.cbsbrokerage.net/

Funding

Current Stage
Early Stage

Leadership Team

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Chad Druvenga
Owner/CEO
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Company data provided by crunchbase