Annuity Case Manager

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Position Summary:

The Annuity Case Manager plays an essential role on the Annuity Team by providing exceptional service and support to financial advisors throughout the annuity application and processing lifecycle. This position works closely with sales teams, insurance carriers, internal departments, and other partners to ensure applications are processed accurately, efficiently, and within required deadlines.

The Case Manager serves as a key point of contact throughout the new business process, helping financial advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. The ideal candidate is adaptable, highly organized, detail-oriented, and committed to delivering a high level of service.

Because annuity products are an important component of our business, this position has a direct impact on the success of our sales and service operations. The successful candidate will also contribute to ongoing process improvements and innovative ways to better support financial advisors and the sales team.

Key Responsibilities:

• Enter new annuity applications into the Agency Management System (AMS) and conduct a thorough review of all new business submissions for accuracy and completeness.
• Monitor cases throughout the application process and identify outstanding requirements, missing information, or necessary corrections.
• Provide financial advisors and producers with timely updates regarding outstanding requirements, paperwork corrections, compliance documentation, and carrier deadlines.
• Coordinate with internal departments to address unique client situations and facilitate appropriate solutions for financial advisors.
• Respond promptly and accurately to inquiries from financial advisors and clients.
• Maintain proactive communication with financial advisors by providing regular case updates and setting clear expectations throughout the process.
• Work closely with insurance carriers and sales teams to help ensure applications move through the process efficiently and within established timelines.
• Assist with product changes, rate updates, carrier requirements, and other time-sensitive annuity-related matters.
• Process policy service requests for clients within the existing in-force book of business.
• Identify opportunities to improve processes, enhance the advisor experience, and increase operational efficiency.
• Support team initiatives and contribute to achieving overall departmental and organizational goals.

Key Qualifications:

• Has prior annuity experience, preferably in a sales-driven environment, with a strong understanding of annuity products and concepts.
• Demonstrate the ability to work independently with minimal supervision while contributing effectively as part of a team.
• Possess strong problem-solving and decision-making skills, with the ability to manage multiple priorities and deadlines.
• Communicate clearly, professionally, and accurately with both internal and external customers.
• Have excellent organizational skills and a strong attention to detail.
• Be comfortable working in a fast-paced environment where products, requirements, rates, and processes may change frequently.
• Build and maintain strong professional relationships with financial advisors, carriers, sales representatives, and internal teams.
• Demonstrate a positive and flexible approach to change while supporting team objectives and organizational goals.

Position Type/Expected Hours of Work

This is a full-time, non-exempt position with a regular schedule of Monday through Friday, 8:30 AM to 5:00 PM EST. Employees receive two paid 15-minute breaks and one unpaid 30-minute lunch break.

Salary Transparency:

The expected salary range for this position is $28 to $32 an hour and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.  

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
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The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.