年金案件管理专员
Annuity Case Management Specialist
我们所做的工作影响着数百万人的生活，你可以成为其中一员。
我们帮助客户防范生活中的不确定性。无论你在公司哪个部门工作，你都会在客户最需要的时候提供保障和安心。
在Protective Life，我们的案件管理团队在为客户提供卓越服务和支持方面发挥着至关重要的作用。作为年金案件管理专员，你将负责从提交到完成的整个年金交易流程，确保每一步都准确高效。
该职位需要强大的问题解决和研究能力，对满足需求有紧迫感，并能够协调交易过程中的沟通。你将对自己的工作量负责，并为团队目标做出贡献，同时保持高标准的服务。在这个职位上取得成功意味着向内部团队和外部合作伙伴提供清晰、一致的沟通，确保所有相关人员的无缝体验。
员工福利：
我们致力于通过广泛的福利计划保护员工及其家庭的福祉。除了提供全面的健康、牙科和视力保险外，我们还通过心理健康福利和员工援助计划支持情绪健康。工作与生活的平衡很重要，Protective提供多种带薪休假福利（例如带薪假期、带薪育儿假、短期残疾假期和文化纪念日）。员工的财务健康与身体和情绪健康同样重要。一些财务健康福利包括医疗账户的供款、养老金计划以及带有公司匹配的401(k)计划。所有员工都被鼓励通过ProHealth Rewards参与，这是Protective的平台，可以在改善健康的同时获得现金奖励。
某些福利的资格可能因职位不同而有所差异，具体以公司福利计划条款为准。
残疾人申请者的便利措施：
如果你因残疾需要在申请和招聘过程中获得便利措施，请发送邮件至 eric.hess@protective.com。此信息将被保密，并仅用于确定适合的便利措施。
请注意，上述邮箱仅适用于有残疾的申请人。
查看英文原文
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.
At Protective Life, our Case Management organization plays a vital role in delivering exceptional service and support to our customers and distribution partners. As an Annuity Case Management Specialist, you will manage annuity transactions from submission through completion, ensuring accuracy and efficiency every step of the way.
This role requires strong problem-solving and research skills, a sense of urgency in resolving requirements, and the ability to coordinate communication throughout the transaction process. You’ll take ownership of your workload and contribute to team goals while maintaining high service standards. Success in this position means providing clear, consistent communication to both internal teams and external partners, ensuring a seamless experience for all involved.
Employee Benefits:
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.
Accommodations for Applicants with a Disability:
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.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Job Functions:
- Processes all incoming requests including but not limited to financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests and redirecting payments in accordance with court orders.
- Reviews follow-ups and proactively works with internal and external customers to resolve issues to complete processing.
- Reviews data received for accuracy and consistency and verifies accurate transaction set-up. Approves release of payments relative to authority level.
- Processes payment return, cancels, and stop payments
- Consistently meets or exceeds established Customer Center, team, and individual goals.
- Provides outstanding customer service to all telephone and written inquiries from outside brokers, offices, annuitants, government agencies, attorneys. This includes providing written correspondence.
- Recommends changes/upgrades of the administration and payment systems.
- Participates in development, testing and continuous training as needed.
Qualifications:
- Experience/Education: 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field.
- Production Environment: Minimum 6 months experience meeting production goals in a fast-paced setting.
- Skills: Strong communication, customer service, problem-solving, and teamwork abilities.
- Adaptability & Technical Proficiency: Ability to master multiple systems, handle diverse customers, and adapt to changing environments.
- Ownership & Standards: Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes.