Annuity New Business Case Manager- Vermont

6 days ago

Montpelier, United States National Life Group Full time
Annuity Case Manager at National Life Group

The Opportunity to Make a Difference

OurAnnuity Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring annuity applications are processed with the speed, accuracy and caring curiosity thatgives our customer peace of mind. In addition toassessing applications, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.

A typical day finds theAnnuity Case Managerassessing annuity applications,processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM. You will be the primary liaison with the producing agent(s)/agency throughout thelife cycle of each application.

We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause

Successful Candidates We’re Seeking

  • You have 2+ years of professional work experience interacting with customers inthe annuity field
  • You are passionate about working for a company with a cause-driven culture
  • A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
  • Must be able to successfully pass a background check that may include fingerprinting
The Skills to Succeed
  • You are detail-oriented and great at multi-tasking in a fast-paced environment
  • You are an excellent communicator, with empathy and strong listening skills
  • You are results-oriented, are great with people and not afraid to lead
  • You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution
  • You enjoy delighting customers with exceptional service
  • You exercise sound judgementand independent thinking in decision making, make while balancing the need for collaboration in a team
  • You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuousimprovement and change
  • You demonstrate a healthy curiosity and passion to continually learn and improve business acumen
  • You are adaptable and can roll with change that occurs within a rapidly growing company
What You’ll Find at National Life Group
  • Competitive pay and outstanding health, wellness and insurance benefits
  • Genuine opportunities for growth and career advancement
  • Fun collaborative, team-based environment
  • Paid training and development through NL University
  • Over $5k in annual tuition reimbursement, includingfull tuition sponsorshipfor completing your undergraduate and graduate degrees withUniversity of Arizona World Campus
  • Paid time off and holidays
  • 40 hours of paid community service hours annually
  • Flexible options to work part-time or work remotely on select days
  • Onsite fitness center
  • A culture committed to inclusion and diversity


We’ve been keeping our promise to our people, customers, community and environment since 1848. Come join our cause

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

Social Media Policy

Site Disclosure and Privacy Policy

  • Annuity New Business Case Manager- Vermont

    3 weeks ago

    Montpelier, United States National Life Group Full time

    **Annuity Case Manager at National Life Group** **The Opportunity to Make a Difference** We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our...

  • Business Systems Analyst

    4 weeks ago

    Montpelier, United States Vermont Judiciary Full time

    Job DescriptionJob DescriptionThe Business Systems Analyst will research, evaluate, and document business processes, procedures, systems, and user requirements. In this position you will use process documentation to configure automated case management system, as well as identify opportunities to address problems or enhancements associated with court...

  • Annuity New Business Workflow Coordinator

    3 weeks ago

    Montpelier, United States National Life Group Full time

    **Annuity New Business Workflow Coordinator** **Job Summary**: The NB Workflow Coordinator proactively plans and manages departmental workflow (Suitability team, Transfers, Large Case & Annuity CM) to drive productivity and seamless service excellence for NLG customers and agents. This person educates new business managers to ensure clear understanding of...

  • Annuity New Business Workflow Coordinator

    2 weeks ago

    Montpelier, Vermont, United States National Life Group Full time

    Annuity New Business Workflow CoordinatorJob Summary:The NB Workflow Coordinator proactively plans and manages departmental workflow (Suitability team, Transfers, Large Case & Annuity CM) to drive productivity and seamless service excellence for NLG customers and agents. This person educates new business managers to ensure clear understanding of the workflow...

  • Business Systems Analyst

    2 months ago

    Montpelier, United States Vermont Judiciary Full time

    Job DescriptionJob DescriptionThe Business Systems Analyst will research, evaluate, and document business processes, procedures, systems, and user requirements. In this position you will use process documentation to configure automated case management system, as well as identify opportunities to address problems or enhancements associated with court...

  • Annuity Representative

    2 days ago

    Montpelier, United States National Life Group Full time

    Join Our Cause! Do Good, Be good, Make Good For more than 170 years, National Life Group ("NLG") has kept our promises to provide families stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, the cause of what we do is as important as the...

  • Vermont General Assembly

    4 weeks ago

    Montpelier, United States State of Vermont Full time

    **How to Apply**: **Application Procedure**: Our hiring process consists of the submission of a cover letter and resume, an initial screening interview, a formal in-person interview, as well as a complete background investigation and polygraph. This is in addition to the entrance requirements for the Vermont Police Academy, if attending. **Overview**: The...

  • Vermont General Assembly

    10 hours ago

    Montpelier, United States State of Vermont Full time

    **How to Apply**: **Application Procedure**: Our hiring process consists of the submission of a cover letter and resume, an initial screening interview, a formal in-person interview, as well as a complete background investigation and polygraph. This is in addition to the entrance requirements for the Vermont Police Academy, if attending. **Overview**: The...

  • Business Support Analyst

    1 month ago

    Montpelier, United States State of Vermont Full time

    Overview Are you interested in coordinating large IT projects with multiple stakeholders? Do you have a passion for improving the user experience of government services? We are seeking candidates with strong communication skills and a commitment to process improvement to join our team. If you want to support a team aimed at providing exceptional work, the...

  • Business Support Analyst

    2 weeks ago

    Montpelier, Vermont, United States State of Vermont Full time

    This job was posted by : For more information, please see: OverviewAre you interested in coordinating large IT projects with multiple stakeholders? Do you have a passion for improving the user experience of government services? We are seeking candidates with strong communication skills and a commitment to process improvement to join our team. If you want to...

  • Judicial Assistant

    2 months ago

    Montpelier, United States Vermont Judiciary Full time

    Job DescriptionJob DescriptionThe Judicial Assistant in Montpelier provides specialized customer support, clerical and data entry work involving one or more docket areas within a court’s jurisdiction. The work is moderately complex and requires application of legal practices and procedures and strong computer skills. It is a fast-paced and challenging...

  • Judicial Assistant

    2 months ago

    Montpelier, United States Vermont Judiciary Full time

    Job DescriptionJob DescriptionThe Judicial Assistant in Montpelier provides specialized customer support, clerical and data entry work involving one or more docket areas within a court’s jurisdiction. The work is moderately complex and requires application of legal practices and procedures and strong computer skills. It is a fast-paced and challenging...

  • Judicial Assistant

    4 weeks ago

    Montpelier, United States Vermont Judiciary Full time

    Job DescriptionJob DescriptionThe Judicial Assistant in Montpelier provides specialized customer support, clerical and data entry work involving one or more docket areas within a court’s jurisdiction. The work is moderately complex and requires application of legal practices and procedures and strong computer skills. It is a fast-paced and challenging...

  • Judicial Assistant

    4 weeks ago

    Montpelier, United States Vermont Judiciary Full time

    Job DescriptionJob DescriptionThe Judicial Assistant in Montpelier provides specialized customer support, clerical and data entry work involving one or more docket areas within a court’s jurisdiction. The work is moderately complex and requires application of legal practices and procedures and strong computer skills. It is a fast-paced and challenging...

  • Vdol Program Support Specialist

    4 weeks ago

    Montpelier, United States State of Vermont Full time

    **Overview**: The Vermont Department of Labor exists to improve the lives of working Vermonters. The Department's Workforce Development Division administers Federal and State programs that help people experience meaningful employment by connecting them to Vermont businesses. Our programs are administered with equity, access and belonging as their driving...

  • Payment Center Customer Service Rep

    2 months ago

    Montpelier, United States National Life Group Full time

    Payment Center Customer Service Rep This role is located on our Vermont Campus Summary We will train you to work directly with customers across America to ensure they have a positive experience in understanding and optimizing their life and annuity policies with National Life Group. You will empower customers by providing information, help to solve...

  • Payment Center Customer Service Rep

    4 weeks ago

    Montpelier, United States National Life Group Full time

    Payment Center Customer Service Rep This role is located on our Vermont Campus Summary We will train you to work directly with customers across America to ensure they have a positive experience in understanding and optimizing their life and annuity policies with National Life Group. You will empower customers by providing information, help to solve...

  • HR Business Partner II

    3 weeks ago

    Montpelier, United States State of Vermont Full time

    Overview The Vermont Department of Human Resources (DHR) is seeking an HR Business Partner to join our team in providing HR services and support to multiple departments in the Agency of Administration, the Agency of Digital Services, and several smaller departments and commissions. Duties will include varying degrees of HR Business Partner/Generalist work,...

  • Administrative Services Manager I

    5 days ago

    Montpelier, United States State of Vermont Full time

    Overview Join our incredible state parks team and play a key role in guiding one of America's greatest state park systems to new heights! The Administrative Services Manager is a critical position that manages a wide range of administrative service duties for Vermont State Parks, including contract and grant administration, procurement of goods and services,...

  • IT Vendor Relationship Manager

    2 weeks ago

    Montpelier, United States State of Vermont Full time

    Overview The Agency of Digital Services is seeking an IT Vendor Relationship Manager to join it's recently created Vendor Relations Team. This role shall be pivotal in managing the intricate dynamics between the Agency and its technology suppliers. The Vermont Agency of Digital Services (ADS) is a state agency responsible for leading Vermont's digital...