Case Manager (Annuity) - Work From Home

Location: Remote, United States. Training hours are 8:00–4:30 CST; working hours are 8:30 AM–5:00 PM CST or 9:00 AM–5:30 PM CST.

Hourly compensation: $21.00–$23.00, plus potential eligibility for a discretionary 6% annual bonus.

Company

hirify.global is a financial services company providing insurance, annuity, retirement, investment, and employee benefit solutions.

What you will do

• Process and monitor new annuity business submissions and manage cases through resolution.
• Complete suitability reviews for annuity applications using established criteria and system tools.
• Respond to advisor and field-office calls and emails, explain requirements, and provide contract and transaction updates.
• Organize workload to ensure cases are processed, issued, and placed within required timeframes.
• Process transactions while meeting service-speed and quality goals.
• Coordinate with functional teams and follow up on policy delivery requirements and complex service issues.

Requirements

• Associate’s degree in business or equivalent education and experience.
• At least one year of financial services operations or related industry experience.
• Clear, professional written and verbal communication skills and a strong customer-service orientation.
• Strong problem-solving, decision-making, attention-to-detail, and multitasking skills.
• PC skills for data entry, documentation, and navigation across multiple systems.
• Proficiency with Microsoft Office.

Nice to have

• Knowledge of life insurance and/or annuity products and operations.
• Knowledge of pre-issue and post-issue service workflows and timelines.

Culture & Benefits

• Remote call-center work environment with structured CST training and working hours.
• Medical, dental, vision, disability, pension, and 401(k) matching benefits for eligible employees.
• Paid time off, paid holidays, parental leave, adoption assistance, and backup care programs.
• Tuition reimbursement, career training and development, employee discounts, and an employee stock purchase plan.
• Wellness, employee assistance, employee resource group, inclusion and diversity, volunteer, and recognition programs.