Annuity Case Manager/Sr. Case Manager (TruChoice Financial)

Job description

Minneapolis, Minnesota
FunctionalArea

Operations
ContractType

Full Time
HierarchyLevel

Professional
Posting

55782153
JobID

C2EBDE1DCF021EE8B0801E576B3445C2
JOB PURPOSE/ROLE

KEY RESPONSIBILITIES

* New Business: Review application, identify missing requirements, process case submission
* In Progress: Seek out exceptions, get involved in addressing contract issues, handle in-force service issues, follow-up with carriers on new business/transfer status and keep agents updated
* Update systems, daily task list, emails, working with home office
* Run necessary reports on a weekly and/or monthly basis and distribute as needed
* Provide support to agent sales efforts by shipping information about products and services
* Other duties as assigned
KEY REQUIREMENTS/SKILLS/EXPERIENCE

Minimum Requirements:
Experience:
- 2-3 years experience in case management strongly preferred
- High school diploma required
ADDITIONAL INFORMATION

At Allianz, we foster a workplace where every person feels welcome, connected and valued.
REFERENCE CODE:

AZ55782120-E


Allianz is the home for those who dare – a supportive place where you can take the initiative to grow and to actively strengthen our global leadership position. By truly caring about people – both its 88 million private and corporate customers and more than 140,000 employees – Allianz fosters a culture where its employees are empowered to collaborate, perform, embrace trends and challenge the industry. Our main ambition is to be our customers' trusted partner, instilling them with the confidence to grow. If you dare, join us at Allianz Group.

Allianz is an equal opportunity employer. Everybody is welcome, regardless of other characteristics such as gender, age, origin, nationality, race or ethnicity, religion, disability, or sexual orientation.


Retiring with financial security. Living life with confidence. At Allianz Life®, every employee knows these are the things that matter. To do what matters means giving employees the tools and opportunities they need to create innovative, industry-leading products, to discover and embrace new trends, and to strengthen the customer experience. As a company, it means creating a culture that is inclusive, where doing the right thing comes naturally, and promoting an environment that develops talent, seeks excellence, encourages smart risks, and recognizes and rewards people for their performance. Doing what matters for employees helps everyone focus on doing what matters most for our customers. Allianz Life. What you do here matters.


Why Allianz Life®? Because we hire people who are dedicated to doing what matters and we give you the quality training, support, and advancement opportunities you need to succeed. As a company known for its financial strength, we offer generous benefits, have a strong commitment to community involvement, a collaborative culture, and a unique level of energy. The result is engaged and more productive employees. From the very first day you join our team, you will know that your contributions are valued. We practice True Balance at our campus by providing a fun work environment, an on-site child development center, a fully staffed fitness center, and a variety of meal options in both our full-service cafe and bistro. And all medical, dental, and retirement benefits are effective the first day you join Allianz Life, so you can focus on what truly matters.

An equal opportunity employer.