Case Manager - Annuity New Business - Remote

Location: Remote
Work Type: Full Time Regular
Job No: 503360
Categories: Customer Service, Underwriting
Application Closes: Closes Sep 20, 2024

As a Annuity New Business Case Manager, you will play a key role in supporting producers and underwriting teams by expertly navigating submitted applications through the entire new business process. From initial submission to finalization, you’ll gather essential documentation and ensure all requirements are met. You’ll also manage service expectations, coordinating requests, processing timelines, and deliverables. By building strong relationships with both internal teams and external partners, you’ll be instrumental in delivering a seamless and efficient experience.

WHAT WE CAN OFFER YOU:

  • Hourly Wage: Minimum: $20.25 - $27.00, plus annual bonus opportunity.
  • Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
  • Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
  • Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
  • Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

WHAT YOU'LL DO:

  • Application Review & Compliance: Accurately reviews and verifies applications, ensuring completeness and adherence to business practices and state/federal regulations while maintaining attention to detail.
  • Multi-tasking & Case Management: Manages multiple tasks efficiently, prioritizes under pressure, and takes ownership of the case management process, seamlessly handling complex cases for customers.
  • Requirement Gathering: Identifies and gathers necessary requirements, ensuring strong attention to detail, sometimes with supervision to support informed decision-making.
  • System Proficiency: Utilizes various systems and tools, demonstrating fluency and understanding of system capabilities to support product functions.
  • Customer Service & Communication: Provides exceptional customer service through clear, timely communication and proactive follow-up, while identifying opportunities for process improvements to enhance efficiency and service quality.

WHAT YOU’LL BRING:

  • Learning Agility & Industry Expertise: Eager to continuously expand knowledge in the industry and apply it in day-to-day responsibilities.
  • Customer Service Excellence: Extensive experience in customer service with a proven ability to collaborate with internal teams and external clients, ensuring optimal solutions are achieved.
  • Relationship Building: Strong communication skills, both written and verbal, that foster trust and lasting relationships with clients and stakeholders.
  • Results-Oriented Problem Solver: A track record of delivering results by identifying challenges and developing effective, detail-oriented solutions.
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
  • Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! 

If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.

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