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Financial Services

Structured Annuities, LLC

Financial Services

Fort Worth, TX
Full Time
Paid
  • Responsibilities

    Job Description

    Structured Annuities is a second generation company where lives are transformed for the better. Decades of Expertise coupled with compassion and collaboration enables us to improve the lives of people that have been catastrophically injured or have lost a loved one. There is a team effort for every case small or large.

    We are searching for another STRUCTURED SETTLEMENT CASE MANAGER to join our team that will assist us in helping personal injury attorneys improve the lives of their clients through structured settlement annuities and settlement planning services. This role includes opportunities for advancement. Our office is located in Fort Worth, Texas (76109 zip code).

    Job responsibilities include:

    1. Learning to generate structured settlement quotes via software.

    2. Generating, reviewing the accuracy of structured settlement quotes/illustrations.

    3. Reviewing and coordinating the settlement documents and qualified assignments.

    4. Providing great customer service by answering phones and email correspondence.

    5. Communicate professionally with existing and new attorney clientele.

    6. Maintaining current cases, annuity funding deadlines and daily status updates.

    7. Assist in other operational capacities as needed.

    Qualifications include:

    1. Strong management skills

    2. At least 4 years of work experience

    3. Proficient in Microsoft Outlook, Office (Excel a plus)

    4. Strong verbal and written communication skills

    5. Strong organizational skills

    6. Ability to follow-up regularly

    7. Great multi-tasking skills

    8. Bookkeeping a plus

    COMPENSATION: $38,000 - $40,000 ANNUALLY. Paydays are the 1st and 15th of each month. Health insurance and 401(k) not included. Two weeks’ vacation with paid time off and one week of sick leave per year. We will pay for you to obtain you Texas Life & Health Insurance License along with occasional training trips around the country.

    FULL-TIME IN-OFFICE JOB. HOURS 8:00 AM – 5:00 PM MONDAY-FRIDAY

    Employee longevity. Most of the team at Structured Annuities has been together 29+ years. If you are looking for long term opportunities, enjoy working with clients and are detailed oriented, please apply.

    Company Description

    We are hired by personal injury attorneys to plan the financial end of personal injury and wrongful death settlements through the use of annuities (Structured Settlements - income tax-free annuities). We work with attorneys and plaintiffs to provide a cohesive package that includes annuities, trusts for government benefit protection.