Case Manager (Annuity)-Work From Home

Before you apply

Job source

Himalayas

Applying on

himalayas.app

Workplace

Fully remote

US state

Nationwide remote

Category

Customer Service

Link last checked

Not checked yet

Posted

1 week ago

Closes

11/6/2026

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About the role

Job Family Customer Service About Us At Transamerica , hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately 23.9 million customersworldwide.* For more information, visit transamerica.com. Job Description Summary Provide the highest level of personalized service to financial advisors by maintaining consistent and satisfactory relationships that help increase sales, retention, and market share. Job Description Responsibilities Work with assigned advisors to process and monitor new business submissions, answer post-sale questions, and manage issues through to resolution. Complete suitability review for annuity applications using system tool and set criteria for making decisions. (For roles supporting annuity products) Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while managing agent expectations. Answer inbound calls and emails from advisors and field offices; provide superior service that demonstrate ownership, follow-through, and a positive tone. Communicate and correspond via phone and email with agents to obtain supplemental information, to explain requirements and to keep updated on pending business. Proactively provide updated information regarding status of contract, outstanding requirements, and transaction explanations. Use critical thinking skills to address unusual situations; escalate concerns and/or complex cases as necessary. Process transactions; meet speed of service and quality goals for each task function. Interact with teams across functional areas to facilitate timely responses to actions pending. Follow up with agents on policy delivery requirements to ensure policy is placed within specified timeframes. Provide information on a variety of complex agent service issues requiring knowledge of insurance products and transactions with a

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