Case Manager - Annuity
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About The Position
As a Case Manager at Sammons Financial Group, you will play a crucial role in providing accurate and timely service to our independent agents and strategic broker-dealer back office partners. Your primary responsibility will be to service incoming phone calls related to New Business and Client Services, ensuring that all inquiries are handled with professionalism and efficiency. You will be tasked with processing all New Business 1035 exchanges, transfers, and cash with application, requiring a keen attention to detail and a commitment to accuracy. In this position, you will communicate with agents regarding the requirements for Client Service forms, providing superior customer service through both telephone and written communication. You will manage the entire lifecycle of New Business annuity applications, from receipt to issuance, while understanding the intricacies of our broker-dealer back office processes and business model. Your role will involve processing applications and corresponding paperwork, documenting any outstanding requirements, and applying premiums to issue contracts. You will be expected to conduct initial reviews and make judgment calls within prescribed policies and limits, knowing when to escalate issues to management. Your ability to manage cases with urgency and responsiveness will be essential, as you will need to recognize high-priority situations and respond accordingly. Additionally, you will maintain a comprehensive understanding of all aspects of our business, including the full life cycle of an annuity policy, and work continuously on developing positive relationships with both external and internal customers. Monitoring your work for accuracy and compliance with company standards and regulations will be a key part of your responsibilities. You will also utilize your knowledge of annuity contracts, government regulations, and departmental policies to support New Business Specialists and other departments as needed. This role requires strong organizational skills, the ability to prioritize effectively, and a customer-centric mindset to ensure that all interactions are handled with empathy and professionalism.
