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
Protective is a holding company, whose subsidiaries provide financial services It was founded in 1907, and is headquartered in Birmingham, Alabama, USA, with a workforce of 1001-5000 employees. Its website is http://www.protective.com/.Company H1B Sponsorship
Protective Life has a track record of offering H1B sponsorships, with 1 in 2025, 2 in 2024, 3 in 2023, 1 in 2022, 3 in 2020. Please note that this does not guarantee sponsorship for this specific role.