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The Case Manager serves as a key point of contact throughout the new business process, helping financial advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. This position works closely with sales teams, insurance carriers, internal departments, and other partners to ensure applications are processed accurately, efficiently, and within required deadlines.

HOUR

Hub International Insurance

Annuity Case Manager

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The Case Manager serves as a key point of contact throughout the new business process, helping financial advisors navigate product changes, rate updates, carrier requirements, outstanding documentation, and time-sensitive deadlines. Position Summary: The Annuity Case Manager plays an essential role on the Annuity Team by providing exceptional service and support to financial advisors throughout the annuity application and processing lifecycle.

Hub International

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. o Create shared Client Event page (make private) within Market Teams Page (if needed) to house client invitation list, business tracker and approved invitation.

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