Case Manager, Annuities

Location: Remote US; candidates must be US-based

Salary: $70,000–$123,000 base salary per year, excluding applicable bonus, equity, and benefits.

Company

hirify.global is a life insurance technology company providing digital products and a technology platform for consumers, agents, and insurance carriers.

What you will do

• Own annuity cases from the agent’s proposal call through application submission, approval, and funding.
• Complete OFAC and AML checks before entering application data.
• Collect client documentation and accurately enter case information into carrier portals and Salesforce.
• Submit applications, track underwriting progress, and resolve outstanding carrier requirements.
• Coordinate funding through EFT, checks, wires, and 401(k) rollovers.
• Provide timely status updates to agents and clients while working within a non-licensed administrative scope.

Requirements

• Experience in case management, new-business processing, transaction coordination, insurance or annuity operations, mortgage loan processing, or real estate transaction coordination.
• Ability to work within strict compliance boundaries and avoid solicitation or product discussions.
• Proficiency with Salesforce and ability to learn multiple carrier-specific systems.
• Strong attention to detail and experience managing multi-step workflows, deadlines, and compliance gates.
• Ability to support the concurrent pipelines of 2–3 agents.
• US-based and eligible for remote work in the United States.

Culture & Benefits

• Full-time employment with base salary, bonus and equity eligibility, and benefits.
• Remote work arrangement for US-based employees.
• Inclusive and authentic workplace committed to equal opportunity.