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