Retirement New Business Case Manager

Protective Life Corporation

Job Overview

Location

Work From Home

Job Type

Full-time

Full Job Description

📋 Description

• The Retirement New Business Case Manager plays a critical role in ensuring the accurate and timely processing of new retirement plan business, directly impacting the financial security and peace of mind of millions of individuals and families who rely on Protective Life Corporation for long-term protection solutions. This role is essential to maintaining the integrity of the company’s retirement product offerings and upholding its reputation for reliability and customer-centric service.
• The person will manage end-to-end case processing for new retirement business, including reviewing applications, verifying eligibility, coordinating with underwriting and operations teams, ensuring compliance with regulatory requirements, and maintaining accurate records in internal systems. They will serve as the primary point of contact for internal stakeholders and external partners, resolving discrepancies, tracking case status, and driving timely closure to meet service level agreements.
• Day-to-day responsibilities include: reviewing and validating new retirement plan submissions for completeness and accuracy; communicating with financial advisors, plan sponsors, and internal teams to gather missing information; entering and updating case data in policy administration systems; monitoring case progress and escalating delays when necessary; ensuring adherence to state and federal regulations (including ERISA and IRS guidelines); preparing and distributing case status reports; collaborating with underwriting, legal, and compliance teams to address complex cases; maintaining confidentiality of sensitive customer and plan data; participating in process improvement initiatives to enhance efficiency and reduce turnaround time; and providing training and guidance to junior team members or new hires as needed.
• The Retirement New Business team operates within Protective Life’s Retirement Solutions division, a dedicated unit focused on delivering innovative, compliant, and customer-focused retirement products such as 401(k) plans, IRAs, and annuity-based retirement solutions. The team is known for its precision, collaboration, and commitment to excellence, working closely with underwriting, legal, compliance, and technology partners to ensure seamless customer experiences from application to policy issuance.
• Protective Life Corporation is a Fortune 500 life insurance provider with over 115 years of history, serving more than 14 million customers nationwide. The company is recognized for its financial strength, ethical standards, and commitment to helping individuals and businesses achieve long-term financial security. Employees benefit from a culture that values integrity, innovation, and inclusivity, with strong support for professional development and work-life balance.
• In this role, the individual will develop deep expertise in retirement plan administration, regulatory compliance, and case management workflows—skills that are highly transferable across the financial services and insurance industries. They will gain exposure to complex financial products, ERISA and IRS regulations, and cross-functional collaboration, positioning them for advancement into senior case management, team lead, or specialist roles within Retirement Solutions, Compliance, or Operations. The role also offers the opportunity to contribute to process automation and digital transformation initiatives, enhancing both personal growth and organizational impact.

🎯 Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field; or equivalent combination of education and professional experience.
• Minimum 3 years of experience in retirement plan administration, insurance operations, financial services, or a similar compliance- or process-driven role.
• Proficiency with policy administration systems (e.g., LifePro, Alchemy, or similar platforms) and Microsoft Office Suite, particularly Excel for data tracking and reporting.
• Strong understanding of ERISA, IRS regulations, and retirement plan compliance requirements (including 401(k), 403(b), and IRA rules).
• Excellent attention to detail, organizational skills, and ability to manage multiple concurrent cases with high accuracy under deadlines.
• Effective communication and interpersonal skills, with proven ability to collaborate across teams and interact professionally with external partners such as financial advisors and plan sponsors.

🏖️ Benefits

• Comprehensive health, dental, and vision insurance plans with company-subsidized premiums.
• 401(k) retirement plan with generous company matching contributions and immediate vesting.
• Paid time off (PTO) including vacation, sick leave, and company-observed holidays, plus additional leave for parental, bereavement, and jury duty.
• Employee Assistance Program (EAP) offering confidential counseling, legal, and financial support services.
• Tuition reimbursement and professional development support for certifications and continuing education.
• Flexible work-from-home arrangement with technology stipend and ergonomic home office setup support.
• Wellness programs including fitness reimbursements, mental health resources, and preventive care incentives.
• Career advancement opportunities through internal mobility, mentorship programs, and leadership development tracks.

Skills & Technologies

Onsite

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Protective Life Corporation

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About Protective Life Corporation

Protective Life Corporation, headquartered in Birmingham, Alabama, is a financial services holding company providing life insurance, annuities, asset protection, and retirement and investment products to individuals and institutions through subsidiaries such as Protective Life Insurance Company. Founded in 1907, the company operates nationwide and manages assets exceeding $100 billion, serving policyholders, plan participants, and institutional clients with risk management and wealth accumulation solutions. The firm distributes products via independent agents, brokers, financial institutions, and strategic partnerships, focusing on long-term financial security and stable cash flow generation for its customers and shareholders.

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