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Case Manager New Business - Annuity

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Sammons Financial Group

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Location:
United States , West Des Moines

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Category:
Finance

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Contract Type:
Not provided

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Salary:

42357.00 - 70595.00 USD / Year
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Job Description:

Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes. Work with, navigate within and understand complex computer systems while maintaining high quality work. Responsibilities include but are not limited to: application review, case management, quality assurance and inbound and outbound call support/guidance.

Job Responsibility:

  • Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes
  • Work with, navigate within and understand complex computer systems while maintaining high quality work
  • application review
  • case management
  • quality assurance
  • inbound and outbound call support/guidance
  • Use superior language skills to provide high quality customer service via telephone (inbound and outbound), email or written communication
  • Process a variety of tasks, high volumes of work and inbound phone calls in a fast paced, time-sensitive environment
  • Process applications and corresponding paperwork
  • document any outstanding requirements
  • Apply premium and issue contracts
  • Independently conduct initial review and make decisions that fall within prescribed policies and limits
  • Proactively initiate telephone communication to build positive relationships and educate agents, advisors or customers regarding application status and outstanding requirements
  • Manage cases with a sense of urgency and commitment to accuracy
  • Accountable for making corrections, resolving problems or complaints and notifying individuals of action taken
  • For Policy Change, utilize accounting principles and practices to ensure accounts are in good standing and in compliance with suspense controls
  • Take ownership and accountability for achieving and maintaining daily production goals and decreasing total turnaround time
  • Monitor personal work to verify accuracy and ensure compliance with company standards and regulations
  • Maintain knowledge of the multiple platforms through which applications and funds are received
  • Analyze complex information, use resources to identify solutions and follow through on resolution of issues promptly and professionally
  • Perform due-diligence to potentially identify fraudulent conduct and take appropriate actions to alert Legal and Compliance
  • Look for work process improvement opportunities by analyzing results, monitoring discrepancies and collaborating with team or peers for input in order to identify trends
  • Participate in ongoing training and development to maintain knowledge of New Business, system enhancements and professional skills
  • Actively participate and collaborate during daily team huddles
  • Support multiple customer bases that include distribution partners, external customers, third parties and internal partners
  • Use comprehensive knowledge of annuity or life contracts, government regulations and departmental policies and procedures to provide support to other teams and departments as volume and capacity allows
  • Provide training support for the team, including helping to train new team members when necessary
  • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
  • regular attendance is required and expected

Requirements:

  • Bachelor's Degree Preferred
  • 1-3 years' experience in a related field Preferred
  • Customer centric mindset
  • Strong communication skills, both verbal and written
  • Superior ability to listen and be responsive to customers
  • ability to relay difficult decisions while showing empathy
  • Strong sense of urgency
  • Excellent decision making skills with the ability to solve problems innovatively to find “win-win” solutions
  • Ability to work independently and also effectively work with diverse personalities
  • Strong organizational skills and attention to detail
  • Ability to prioritize work effectively and accurately manage a large volume of work in a fast-paced environment
  • Open to coaching and constructive feedback to improve performance and effectiveness
  • Demonstrated ability to adapt to frequent change and to think with a future focus mindset
  • Ability to work periodic overtime, sometimes with relatively short notice
  • Criminal background check required
  • If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position
  • if we are holding securities licenses, a credit check will also be required
What we offer:
  • Health
  • Dental
  • Vision
  • Company Paid Retirement
  • PTO
  • Holiday Pay
  • Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
  • Friday afternoons off all year long
  • competitive PTO
  • generous number of paid holidays
  • incentive program for defined goals subject to eligibility and performance

Additional Information:

Job Posted:
January 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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