Case Manager New Business - Annuity Job at Sammons Financial Group (West Des Moines)

Case Manager New Business - Annuity

Sammons Financial Group

Location:
United States , West Des Moines

Category:
Finance

Contract Type:
Not provided

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
Other duties as assigned

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
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
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
Healthy balance between work and personal lives
Friday afternoons off all year long
competitive PTO
generous number of paid holidays
incentive program for defined goals subject to eligibility and performance
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Additional Information:

Job Posted:
January 29, 2026

Employment Type:

Fulltime

Work Type:

On-site work

Sammons Financial Group - All Job Offers

Job Link Share:

Case Manager New Business - Annuity

Sammons Financial Group

Location:
United States , West Des Moines

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 29, 2026

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