JOBSEARCHER

Retirement Case Manager

A company is looking for a Retirement New Business Case Manager. Key Responsibilities: Performing initial and ongoing review of annuity applications submitted through the new business process Managing distributor relationships by providing timely responses to inquiries and requests Supporting team initiatives and providing backup support during peak times Qualifications: 1+ years of annuity/retirement/finance experience or a Bachelor's degree in business or related field Minimum of six months experience in a production work environment Ability to meet the needs of a diverse customer group