[Remote] Retirement New Business Case Manager

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.ResponsibilitiesPerforming initial and ongoing review of each application submitted through the new business processApplications to be processed may include fixed, indexed, structured, variable & immediate annuitiesProficient processing on multiple administrative systems and understanding of forms and proceduresManaging distributor relationships by providing timely responses to inquiries, concerns, & requests via email and phoneSupporting team initiatives & providing back up support for team members during peak influx times and periods of PTOThis position also works very closely with sales, relationship management, and customers on urgent cases to ensure completion within allotted time standardsMust adhere to the required and stated compliance standardsDrive for continuous improvement: desire to get engaged with projects and initiatives to identify opportunities and drive our business forwardSkills1+ years of annuity/retirement/finance experience or Bachelor's degree in business or related fieldMinimum of six months experience in a production work environment, accustomed to monitoring and meeting production goalsMust have excellent verbal and written communication, customer service, problem solving skills, and able to work well within a teamMust have the ability to meet the needs of a diverse customer group and handle challenging conversationsBenefitsComprehensive health, dental and vision insuranceMental health benefitsEmployee assistance programPaid time offPaid parental leaveShort-term disabilityCultural observance dayContributions to healthcare accountsPension plan401(k) plan with Company matchingProHealth RewardsCompany OverviewProtective 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 SponsorshipProtective 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.



Apply Now