Annuities Case Manager

About You

You are an ambitious self-starter looking to join a fast-growing fintech startup as an Annuities Case Manager. You are process driven with a strong understanding of insurance and insurance operations. You love providing truly white-glove support and have excellent communication skills (both written and verbal). You thrive in fast-paced organizations where you can wear many hats and can effectively manage competing priorities.

Beyond providing white-glove case level support, you are also excited to contribute to every aspect of a growing organization, from optimizing the technology we use to preparing reports to thinking strategically about how we can operate more efficiently. You also love collecting feedback to help us better understand and support client requests and act as a key voice in improving the product.

About the Role

Hundreds of billions of dollars in annuities are sold in the United States each year, yet adoption in the RIA space is almost zero. Flourish Annuities leverages a technology-driven insurance desk to bring annuities to the independent RIA space. We're looking for an Annuities Case Manager to provide client and advisor support for both annuity applications and in-force service requests.

In this role, you will report to the Head of Flourish Insurance Agency. You will support insurance agency operations for the Flourish Annuities business line, including completing annuity applications, answering client questions, working with carrier partners to solve complicated issues, and supporting customers throughout the life-cycle of their contract. As we have in place with our other products, you will follow a “customer first” culture to ensure we are delivering best in class service to our end clients, RIAs, and carrier partners.

Equally as important as providing white-glove support will be contributing to our insurance operations. This will include continuing to build the playbook we’ll use to scale our insurance organization, tagging and tracking client issues to identify trends, reporting on metrics used to efficiently run our business, and developing and maintaining internal and external client support materials, from email templates to phone scripts to client-facing FAQs. Given the small size of our team, this role is far more dynamic than the typical case manager role, and will involve operating within a fast-paced, technology centric environment that is constantly evolving.

Responsibilities

• Process, review, and drive annuity applications to completion


• Conduct suitability reviews for annuity applications


• Provide ongoing service and support to existing annuity clients and their advisors


• Support RIAs and end-clients as needed; answer product and operational questions 


• Foster deep relationships with key operations contacts at RIA firms and insurance carrier partners


• Ensure our operational processes facilitate smooth transactions, ultimately delivering best-in-class processing times and NIGO rates through our tech-forward approach


• Support company growth by providing clients with an excellent, white-glove client experience across phone, email and application support


• Work closely with internal stakeholders, including product teams, sales, and relationship management, to effectively resolve client issues


• Provide real-time feedback to help us improve our technology as we strive to grow our ever-evolving platform and systems


• Develop and maintain external client support materials, from email templates to call scripts to FAQs


• Ensure all support-related tasks are completed in a timely matter, including working past the close of business hours as needed

Minimum Qualifications

• Bachelor’s degree


• 3+ years of relevant work experience in operations, client services, or relationship management


• Position based in New Jersey; must work in the Jersey City office at least three days/week. Work in/from New York not available.


• Experience working with annuities, which could include fixed annuities like MYGAs and FIAs or VAs and RILAs


• Experience communicating with clients, including high net worth individuals and financial advisors


• Insurance license or willingness to get licensed within 90 days of hire

Preferred Qualifications

• Existing relationships or experience working with major insurance carriers


• Deep annuities experience, working with all types of annuities including MYGAs, FIAs, RILAs and VAs


• Experience working closely with technologists and business executives to define strategic roadmaps


• Experience working with RIAs


• Experience in operations within the insurance (general agency, IMOs, OIDs, etc) or InsurTech industry


• Experience working in a startup environment


• Experience working in financially regulated companies (FINRA, SEC, NYDFS)

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $86,200 - $113,100 plus bonus