Annuity Case Manager
Dallas, TX
Full Time
Level Four Insurance Agency
Entry Level
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, you’ll 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:
The Annuity Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process.
This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued. Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position. This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties. The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.
Essential responsibilities and tasks of the Annuity Case Manager are:
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you’ll 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…
The Annuity Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process.
This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued. Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position. This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties. The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships.
Essential responsibilities and tasks of the Annuity Case Manager are:
- Review all incoming insurance applications to make sure they are properly/thoroughly completed
- Communicate application status to all interested parties (agents, carriers, sales, management, etc.)
- Proactively take all necessary actions to move the application process forward with a sense of urgency
- Negotiate for preferential rates with various insurance carriers, if applicable
- Maintain and solidify relationships with the agents (clients) that submit business
- Responsible for maintaining Annuity Commission Grids
- Responsible for Annuity Production Report
- Additional duties as required
- Strong organizational skills as well as strong attention to detail to produce accurate results
- Polished and professional communication skills: interpersonal, written, and oral
- Strong computer skills that include a knowledge of Office Suite and internet navigation
- Ability to work independently as well as within a team environment
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