Retirement New Business Case Manager

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

A strong focus on customer and distributor experience is key for this role, as you will be responsible for managing Annuity applications from submit through issue. This position requires independent problem solving and research skills, urgency in resolving requirements to issue business and coordinating communication surrounding the case activity. A Case Manager must take ownership of individual and team caseloads and service standards through completion of the application process while providing details and consistent communication to the advisor and Retirement sales team partners.

•    Performing initial and ongoing review of each application submitted through the new business process.
•    Applications to be processed may include fixed, indexed, structured, variable & immediate annuities.
•    Proficient processing on multiple administrative systems and understanding of forms and procedures.
•    Managing distributor relationships by providing timely responses to inquiries, concerns, & requests via email and phone.
•    Supporting team initiatives & providing back up support for team members during peak influx times and periods of PTO. This position also works very closely with sales, relationship management, and customers on urgent cases to ensure completion within allotted time standards.
•    Must adhere to the required and stated compliance standards.
•    Drive for continuous improvement: desire to get engaged with projects and initiatives to identify opportunities and drive our business forward.

•    1+ years of annuity/retirement/finance experience or Bachelor’s degree in business or related field.
•    Minimum of six months experience in a production work environment, accustomed to monitoring and meeting production goals.
•    Must have excellent verbal and written communication, customer service, problem solving skills, and able to work well within a team.
•    Must have the ability to meet the needs of a diverse customer group and handle challenging conversations 

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.   

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.