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Protective has helped people achieve protection and security in their lives for over 117 years.
The Role
Manage annuity transactions from submission through completion, including financial requests, address and beneficiary changes, payment adjustments, returns, cancellations, and stop payments. Review data for accuracy, resolve issues with internal and external partners, approve payments within authority, respond to inquiries, and meet productivity and quality goals. The role also supports system improvements, testing, and training.
Summary Generated by Built In
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
At Protective Life, our Case Management organization plays a vital role in delivering exceptional service and support to our customers and distribution partners. As an Annuity Case Management Specialist, you will manage annuity transactions from submission through completion, ensuring accuracy and efficiency every step of the way.
This role requires strong problem-solving and research skills, a sense of urgency in resolving requirements, and the ability to coordinate communication throughout the transaction process. You’ll take ownership of your workload and contribute to team goals while maintaining high service standards. Success in this position means providing clear, consistent communication to both internal teams and external partners, ensuring a seamless experience for all involved.
Job Functions:
- Processes all incoming requests including but not limited to financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests and redirecting payments in accordance with court orders.
- Reviews follow-ups and proactively works with internal and external customers to resolve issues to complete processing.
- Reviews data received for accuracy and consistency and verifies accurate transaction set-up. Approves release of payments relative to authority level.
- Processes payment return, cancels, and stop payments
- Consistently meets or exceeds established Customer Center, team, and individual goals.
- Provides outstanding customer service to all telephone and written inquiries from outside brokers, offices, annuitants, government agencies, attorneys. This includes providing written correspondence.
- Recommends changes/upgrades of the administration and payment systems.
- Participates in development, testing and continuous training as needed.
Qualifications:
- Experience/Education: 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field.
- Production Environment: Minimum 6 months experience meeting production goals in a fast-paced setting.
- Skills: Strong communication, customer service, problem-solving, and teamwork abilities.
- Adaptability & Technical Proficiency: Ability to master multiple systems, handle diverse customers, and adapt to changing environments.
- Ownership & Standards: Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Skills Required
- 1+ year of experience in annuity, retirement, or finance, or a bachelor's degree in business or a related field
- At least 6 months of experience meeting production goals in a fast-paced setting
- Strong communication skills
- Customer service skills
- Problem-solving skills
- Teamwork abilities
- Ability to master multiple systems and adapt to changing environments
- Ability to maintain productivity and quality above team standards
Protective Life Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Protective Life and has not been reviewed or approved by Protective Life.
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Retirement Support — A pension plan alongside a 401(k) with employer match is repeatedly highlighted and considered a standout feature. Feedback suggests these offerings provide strong long‑term financial security.
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Healthcare Strength — Medical, dental, vision, and prescription coverage are complemented by HSA/FSA options with company contributions and wellness incentives. Feedback suggests the breadth of health benefits is comprehensive.
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Leave & Time Off Breadth — Paid time off and holidays are frequently cited as positives, with parental leave and adoption assistance available. Feedback suggests time‑off policies support work‑life balance.
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The Company
What We Do
Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the United States. Protective traces its roots to its flagship company founded in 1907, Protective Life Insurance Company. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing — for its employees, distributors and, most importantly, its customers. Protective’s home office is located in Birmingham, Alabama, and its 3,000+ employees work across the United States. As of June 30, 2020, Protective had assets of approximately $123 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life Holdings,
