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Annuity New Business Case Manager- Vermont

Annuity New Business Case Manager- Vermont

location1 National Life Dr Unit 9000, Montpelier, VT 05602, USA
PublishedPublished: 1/12/2024
Social Services / Nursing
Full Time

Annuity Case Manager at National Life Group

The Opportunity to Make a Difference

Our Annuity Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring annuity applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind.  In addition to assessing applications, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.

A typical day finds the Annuity Case Manager assessing annuity applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.   You will be the primary liaison with the producing agent(s)/agency throughout the life cycle of each application.

We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University.  In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!

Successful Candidates We’re Seeking

  • You have 2+ years of professional work experience interacting with customers in the annuity field
  • You are passionate about working for a company with a cause-driven culture
  • A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
  • Must be able to successfully pass a background check that may include fingerprinting

The Skills to Succeed

  • You are detail-oriented and great at multi-tasking in a fast-paced environment
  • You are an excellent communicator, with empathy and strong listening skills
  • You are results-oriented, are great with people and not afraid to lead
  • You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution
  • You enjoy delighting customers with exceptional service
  • You exercise sound judgement and independent thinking in decision making, make while balancing the need for collaboration in a team
  • You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change
  • You demonstrate a healthy curiosity and passion to continually learn and improve business acumen
  • You are adaptable and can roll with change that occurs within a rapidly growing company

What You’ll Find at National Life Group

  • Competitive pay and outstanding health, wellness and insurance benefits
  • Genuine opportunities for growth and career advancement
  • Fun collaborative, team-based environment
  • Paid training and development through NL University
  • Over $5k in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
  • Paid time off and holidays
  • 40 hours of paid community service hours annually
  • Flexible options to work part-time or work remotely on select days
  • Onsite fitness center
  • A culture committed to inclusion and diversity

We’ve been keeping our promise to our people, customers, community and environment since 1848.  Come join our cause!

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.
Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. 
National Life Group
1 National Life Dr
Montpelier, VT 05604
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