Annuity Case Management Specialist

Location: Work from home; remote

Salary: $47,500–$60,000 per year, plus potential annual incentive opportunities.

Company

hirify.global provides insurance and financial protection products that help customers manage life’s uncertainties.

What you will do

• Manage annuity transactions from submission through completion.
• Process financial requests, address changes, electronic fund transfer changes, beneficiary changes, payment redirects, payment returns, cancellations, and stop payments.
• Review transaction data, follow up on outstanding requirements, verify setup accuracy, and approve payments within the assigned authority level.
• Resolve issues with internal and external customers, including brokers, offices, annuitants, government agencies, and attorneys.
• Provide clear telephone and written customer service and maintain established quality, productivity, and team goals.
• Recommend administration and payment system improvements and participate in system testing and ongoing training.

Requirements

• At least 1 year of experience in annuities, retirement, or finance, or a bachelor’s degree in business or a related field.
• At least 6 months of experience meeting production goals in a fast-paced environment.
• Strong communication, customer service, problem-solving, and teamwork skills.
• Ability to learn multiple systems, manage diverse customer needs, and adapt to changing environments.
• Ability to maintain productivity, quality, and consistent communication throughout transaction processes.

Culture & Benefits

• Health, dental, and vision insurance.
• Mental health benefits and an employee assistance program.
• Paid time off, paid parental leave, short-term disability, and a cultural observance day.
• Healthcare account contributions, a pension plan, and a 401(k) plan with company matching.
• Wellbeing rewards through the ProHealth Rewards platform.