Annuity Case Specialist

Optimized Insurance Planning (OIP) is a national insurance planning firm dedicated to helping financial advisors and wealth managers deliver better outcomes for their clients—and better lives for themselves.

We specialize in risk management solutions, including annuities, life insurance, and long-term care insurance, and integrate these strategies into a holistic financial planning framework. OIP partners with forward-thinking financial professionals who are committed to acting in the best interests of their clients and who value education, collaboration, and long-term relationships.

Through our planning expertise, advisor support model, and our Race to Success philosophy, OIP empowers advisors to elevate their practices, enhance client confidence, and build sustainable success. At our core, we are relationship-driven, growth-oriented, and committed to delivering a thoughtful, client-centric experience at every level.

The Annuity Case Manager is responsible for managing annuity applications from submission through policy issuance. This role serves as the primary liaison between advisors, carriers, and internal teams to ensure accurate processing, timely follow-up, and exceptional service. The ideal candidate is detail-oriented, organized, and experienced in annuity new business operations within an insurance distribution environment.

Key Responsibilities

• Manage annuity cases from application submission through policy issuance and funding
• Review applications for completeness, accuracy, and compliance with carrier and regulatory requirements
• Serve as the primary point of contact for financial advisors, agents, and internal sales teams
• Coordinate with insurance carriers to track case status, resolve outstanding requirements, and expedite processing
• Follow up on pending items such as signatures, disclosures, suitability, AML/KYC, and transfer paperwork
• Ensure proper documentation of case notes and status updates in CRM or case management systems
• Monitor service-level timelines and proactively identify potential delays or issues
• Support advisor inquiries related to product features, forms, and carrier requirements
• Assist with post-issue servicing as needed (e.g., contract delivery, funding confirmation)
• Maintain a strong working knowledge of annuity products, carrier processes, and regulatory standards

• 2+ years of experience in annuity operations, case management, or new business processing
• Experience working with fixed, fixed indexed, and/or variable annuity products preferred
• Familiarity with insurance distribution channels (IMO, FMO, BGA, or broker-dealer environment)
• Strong understanding of annuity application workflows and carrier requirements
• Proficiency with CRM systems, case management platforms, and Microsoft Office
• Excellent organizational and time-management skills with strong attention to detail
• Ability to manage multiple cases simultaneously in a fast-paced environment
• Strong written and verbal communication skills

Preferred Qualifications

• Insurance license (Life & Annuities) preferred but not required
• Experience working directly with multiple insurance carriers
• Knowledge of suitability, compliance, and regulatory requirements related to annuities

Core Competencies

• Customer service and relationship management
• Problem-solving and follow-through
• Attention to detail and accuracy
• Ability to work independently and collaboratively
• Process-driven with a continuous improvement mindset

Why Join OIP?

• Competitive compensation and benefits package
• Collaborative and growth-oriented work environment
• Opportunity to work with leading annuity carriers and advisors nationwide
• Career development within a growing insurance distribution organization