Annuity Case Specialist

Annuity Case Specialist    October 1, 2024 Start Date 

National Life Group

Our people are the most important assets we have. Our team is passionate about empowering our team members to grow both personally and professionally. We believe that investing in our employees' development benefits them individually and contributes to our collective success.   

We’ll provide onsite training on assessing financial risk factors and determining appropriate rating for annuity applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM.   

You’re encouraged to apply if you are: 

Energetic and Passionate: Use your knowledge and energetic work ethic to think critically and problem solve to deliver the right solution for our agents  

People Person: Put that emotional and social intelligence to good use by using excellent communication skills and empathy to provide a great experience. 

Detail Conscious: Ensure life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind. 

Team Oriented: Help to resolve application issues, and collaborate with the team to reach our full potential and achieve results. 

Adaptable: You’re able to roll with change that occurs in a rapidly growing company  

 What You’ll Find at National Life Group: 

Competitive pay and outstanding health, wellness, and insurance benefits 

Formalized training program to position you for success 

Genuine opportunities for growth and career advancement 

Over $5K in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus 

Generous paid time off and holidays 

40 hours of community service hours annually 

A culture committed to inclusion and diversity