Ability to coordinate communication throughout the transaction process
Ownership of workload and ability to contribute to team goals while maintaining high service standards
Requirements:
Manage annuity transactions from submission through completion, ensuring accuracy and efficiency
Coordinate communication throughout the transaction process
Take ownership of workload and contribute to team goals while maintaining high service standards
Provide clear, consistent communication to internal teams and external partners to ensure a seamless experience
Job description
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.
