Annuity Case Specialist

4 months ago


Addison, United States National Life Group Full time

Annuity Case Specialist October 1, 2024 Start Date 

National Life Group: Our people are the most important assets we have. Our team is passionate about empowering our team members to grow both personally and professionally. We believe that investing in our employees' development benefits them individually and contributes to our collective success.

We’ll provide onsite training on assessing financial risk factors and determining appropriate rating for 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’re encouraged to apply if you are: 

Energetic and Passionate: Use your knowledge and energetic work ethic to think critically and problem solve to deliver the right solution for our agents

People Person: Put that emotional and social intelligence to good use by using excellent communication skills and empathy to provide a great experience. 

Detail Conscious: Ensure life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind. 

Team Oriented: Help to resolve application issues, and collaborate with the team to reach our full potential and achieve results. 

Adaptable: You’re able to roll with change that occurs in a rapidly growing company

 What You’ll Find at National Life Group 

Competitive pay and outstanding health, wellness, and insurance benefits 
Formalized training program to position you for success 
Genuine opportunities for growth and career advancement 
Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus 
Generous paid time off and holidays 
40 hours of community service hours annually 
A culture committed to inclusion and diversity 

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.

The base compensation range represents the low and high end of the compensation 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, paid holidays, and a generous paid time off plan, as well as other benefits.
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 



  • Addison, Texas, United States NTT DATA Full time

    We are looking for a seasoned Senior Test Automation Specialist to lead our automation efforts in Addison, Texas. With 5+ years of experience in Test Automation and hands-on expertise in Tosca (UI + API), you'll drive the development and execution of automated test cases.Your strong understanding of software testing principles and methodologies, combined...


  • Addison, Texas, United States Saxon Global Full time

    Job DescriptionSaxon Global seeks a seasoned Mainframe Application Support Specialist to join our team. As a key member of our technical support group, you will provide expert-level support for Vantage Policy Admin Systems. The ideal candidate will have 10+ years of experience in Mainframe application support and enhancements.About the RoleThis is an...


  • Addison, Texas, United States NTT DATA Full time

    About UsNTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100.We are dedicated to helping clients succeed in the digital age by providing them with innovative solutions and expertise. Our team consists of diverse experts in over 50 countries.Salary: $120,000 per yearJob...


  • Addison, Texas, United States NTT DATA Full time

    NTT DATA is hiring a Tosca Quality Assurance Expert to join our team in Addison, Texas. In this role, you'll be responsible for designing, developing, and executing automated test cases using Tosca.You'll leverage your 5+ years of experience in Test Automation and hands-on expertise in Tosca (UI + API) to drive the quality of our products.The estimated...


  • Addison, Texas, United States NTT DATA Full time

    At NTT DATA, we're seeking a skilled QA Engineer to join our team in Addison, Texas. As a key member of our automation team, you'll be responsible for designing, developing, and executing automated test cases using Tosca.With 5+ years of experience in Test Automation and hands-on expertise in Tosca (UI + API), you'll have a strong understanding of software...


  • Addison, Texas, United States Experis Full time

    Job Title: Accessibility Compliance SpecialistEstimated Salary: $85,000 - $110,000 per year, based on experience and location.Overview:We are seeking an experienced Accessibility Compliance Specialist to join our team at Experis. As an Accessibility Compliance Specialist, you will play a critical role in ensuring that our client's software applications meet...


  • Addison, Texas, United States Concentra Full time

    About the RoleWe are seeking a highly skilled Medical Specialist to join our team at Concentra, one of the largest healthcare companies in the nation. This is a contract position, allowing you to complement your current practice while providing specialist services on site at Concentra.Key ResponsibilitiesTreat patients on site at Concentra for approximately...


  • Addison, Texas, United States Aveanna Full time

    About the Role:">We are seeking a dedicated and compassionate Home Health Nurse Specialist – RN to join our team at Aveanna Healthcare. As a Home Health Nurse Specialist, you will play a critical role in delivering high-quality patient care and support in the comfort of their own homes.">Key Responsibilities: ">Implementation of physicians' prescribed...


  • Addison, Texas, United States SysMind Tech Full time

    Job OverviewSysMind Tech is seeking a highly skilled Pega Enterprise Class Rules Specialist to join our team. As a key member of our technical team, you will be responsible for designing and implementing PEGA Enterprise Class Rules, Flows, Activities, Reports, Correspondence, Case Management, and Integrations.You will work closely with cross-functional teams...


  • Addison, United States OrthoMed Anesthesia Full time

    Job DescriptionJob DescriptionOrthoMed Anesthesia is seeking a highly skilled and experienced Medical Revenue Cycle Management Appeals Specialist to join our team. As a leading healthcare organization, specializing in anesthesia, we are committed to ensuring accurate reimbursement and maximizing revenue while upholding compliance with industry regulations....


  • Addison, United States Integrity Marketing Group Full time

    About PHP PHP is a national life insurance field marketing organization ("FMO") founded in 2009 by visionary entrepreneur Patrick Bet-David. PHP partners with leading insurance and annuity carriers to offer a comprehensive basket of insurance products to a diverse client base in the middle-class market. PHP provides a part-time or full-time opportunity to...

  • Commissions Processor

    3 weeks ago


    Addison, Texas, United States PHP Agency Full time

    About the JobPHP Agency LLC. is a recognized leader in the financial services industry, founded in 2009. As a Commissions Processor, you will be responsible for ensuring accuracy and timely completion of data entry, research, and commission calculations from various insurance carriers to be distributed to our dedicated servicing agents.Job SummaryThis...

  • Private Duty Nurse

    3 weeks ago


    Addison, Texas, United States Aveanna Healthcare Full time

    Job SummaryWe are seeking a compassionate and skilled Private Duty Nurse - Care Specialist to join our team at Aveanna Healthcare. As a key member of our caregiving team, you will provide personalized care to medically fragile patients transitioning from hospital to home.ResponsibilitiesDevelop and implement individualized care plans tailored to each...


  • Addison, Texas, United States CHATTERBOX THERAPY CENTER PLLC Full time

    Job Title:Occupational Therapist - Children's Development SpecialistOverview:Chatterbox Therapy Center PLLC is seeking a skilled and compassionate Occupational Therapist to join our team. As an Occupational Therapist, you will work with patients to help them regain independence and improve their quality of life.This position offers a rewarding...


  • Addison, United States Hunter Hamilton Full time

    We have multiple openings for Account Management Specialists to join our growing team! If you're someone that believes in the positive impact of continuing education and wants to help students with developing and implementing financial plans that promote student success, this might be the career for you!This role is responsible for assisting in student...


  • Addison, United States Concentra Full time

    Neurologist Independent 1099Location US-TX-AddisonJob ID 299491Pos. Category Medical - Concentra Advanced SpecialistPos. Type ContractOverviewPlease be advised, if you are viewing this position on Indeed, that the salary rate/range set forth herein was provided by Indeed. Concentra's market specific rate/range will be provided during the interview...


  • Addison, United States Zurich Insurance Company Ltd. Full time

    Zurich North America is looking for an exceptional Senior Workers' Compensation Claims Specialist to join our dynamic and dedicated claims team. This is an exciting opportunity to manage complex, multi-party commercial Workers' Compensation claims with moderate to high exposure and make a meaningful impact through your expertise. In this role, you will...


  • Addison, TX, United States Action Behavior Centers Full time

    Action Behavior Centers is a leading provider of Applied Behavior Analysis (ABA) therapy services for children with Autism Spectrum Disorder. We are seeking a highly skilled and compassionate Autism Treatment Specialist to join our team.About the Role:We offer an estimated salary range of $80,000 - $110,000 per year, depending on experience.As an Autism...


  • Addison, Texas, United States Sonidaseniorliving Full time

    Central Support Center is located in Addison, TX 75001, USA. About Sonida Senior Living: Sonida Senior Living operates 71 communities across 18 states, offering comfortable and safe living options for senior adults. The company prioritizes providing personalized care and creating a sense of community among residents. As a valued member of our team, you will...


  • Addison, Texas, United States Action Behavior Centers Full time

    As a highly skilled Board Certified Behavior Analyst (BCBA), you will have the opportunity to make a meaningful impact on the lives of children with Autism Spectrum Disorder.Action Behavior Centers is a premier ABA provider dedicated to delivering individualized care to our clients. We are committed to providing a supportive and collaborative work...