Job details

New Business Case Manager - Annuities

Global Atlantic Financial Group is a leading insurance company focused on retirement and life insurance needs, looking for a Business Case Manager - Annuities to join their team.

Skills

Customer Service experience
Communication skills
Attention to detail
Proficiency in Microsoft Office

Responsibilities

Receive and review annuity applications for missing information
Conduct follow-ups with agents, financial advisors, and support staff
Organize and prioritize workload for timely resolution
Maintain databases to document work activity
Develop professional relationships with key accounts and customers
Review documents for accuracy
Accurately input application data in multiple databases
Meet goals and deadlines for follow-ups

Education

High School diploma or GED required
College degree preferred

Benefits

Highly competitive health plans
Retirement plans
Flexible work environment

To read the complete job description, please click on the ‘Apply’ button

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CEO of Global Atlantic Financial Group

Allan Levine

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By Global Atlantic Financial Group

We strive to be a leading U.S. retirement and life insurance company, delivering clear value to our customers and long-term value to our shareholders. We are committed to addressing our customers’ financial protection needs through a broad range o...

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FUNDING

Private

DEPARTMENTS

Customer Support

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Insurance Carriers

TEAM SIZE