Annuity specialist

The Case Manager is responsible for managing the processing and administration of annuities. A Case Manager will deliver a superior customer experience to the distribution partners—agents or agencies—by ensuring annuity applications and post issue items are processed with the speed, accuracy and great communication that gives our agents peace of mind. In addition to assessing applications, the Case Manager will empower our agents by providing information, helping to resolve issues, and collaborating with the team to reach our full potential and achieve results.

Duties and Responsibilities

• Establish and maintain strong working relationships with assigned financial professionals and Regional

Sales Directors, requiring high touch and personal communication. Leveraging relationship-equity for

positive outcomes.

• During the lifecycle of the application, serves as the primary point of contact with the financial

professional. Role functions as the liaison between the financial professional and ZINNA (TPA) and

requires regular communication with the financial professional.

• Takes complete ownership and serves as the subject matter expert of the new business and post issue

process.

• Supplying timely and informative service to producers and responds to phone and email inquiries related

to New Business and Post Issue.

• Monitors escalated issues to ensure resolution.

• Continuously look for ways to expedite and improve our processes and services.

Qualifications

• Bachelor’s Degree or 1-3 years of related experience.

• Outstanding customer service skills

• Excellent time management and organizational skills

• Excellent communication skills – both written and verbal

• Proficient in Microsoft applications (Word, Excel, PowerPoint)

• Insurance license required or ability to acquire within 180 days of hire