Annuity Case Management Specialist

Protective

Work From Home Remote permanent

Posted: February 17, 2026

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Quick Summary

An Annuity Case Management Specialist is responsible for managing annuity transactions from submission through completion, ensuring accuracy and efficiency, and coordinating communication throughout the transaction process, taking ownership of the workload and contributing to team goals.

Required Skills

Customer Service Problem Solving Research Skills Communication Coordination Accuracy Efficiency Urgency Teamwork Service Standards

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.

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