Case Manager I 2

Join a collaborative, high-performing team dedicated to helping clients secure their financial future through annuity products. As an Annuity Case Manager, you'll work closely with advisors, producers, and cross-functional partners to guide new business from application to contract issue and deliver an exceptional customer experience. This role offers a dynamic mix of teamwork, relationship building, and problem-solving, with opportunities to influence process improvements and contribute to the continued growth of our annuity business. If you enjoy partnering with others, thrive in a fast-paced environment, and are passionate about delivering results, this is an exciting opportunity to grow your career while making a meaningful impact. ### WHAT WE CAN OFFER YOU * Hourly Wage: * Case Manager I: $21.25-$26.30, plus annual bonus opportunity. * Case Manager II: $23.25-$28.80, plus annual bonus opportunity. * 401(k) plan with a 2% company contribution and 6% company match. * Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. * Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. ### WHAT YOU’LL DO * Manage annuity new business cases from application submission through contract issuance. * Review applications for completeness, accuracy, suitability, and compliance requirements. * Partner with advisors, producers, and internal teams to obtain requirements and resolve processing issues. * Conduct suitability reviews and maintain documentation in accordance with regulatory and company standards. * Prioritize and manage multiple cases while delivering high-quality service and timely communication. * Identify process improvements to reduce cycle times and enhance the overall new business experience. ### WHAT YOU'LL BRING * Customer-focused with a commitment to delivering exceptional service. * Strong verbal and written communication skills with the ability to build positive relationships. * Collaborative team player who partners effectively across departments. * Proactive problem-solver who takes ownership and follows through on commitments. * Highly organized and adaptable, with the ability to manage competing priorities in a fast-paced environment. * Professional and confident when handling challenging conversations and complex cases. * You promote a collaborative culture, 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. ### PREFERRED: * 0-3 years' experience working in customer service, ability to collaborate with internal and external clients to find the best solution possible. * Experience with annuity new business processing and suitability reviews, along with knowledge of fixed, indexed, and variable annuity products. **We value unique 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 . Please allow at least one week from time of applying if you are checking on the status. **Stay Safe from Job ScamsMutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely!** **Hiring Policies and Legal Notices** Salary: C19/C20 | Pay Scale: 100 C20 - Hourly Originally posted on [Himalayas](https://himalayas.app)