Annuity New Business Processor

The Administrator Processor -- Annuity New Business is responsible for reviewing, processing, and issuing individual annuity new business applications.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Administrator Processor -- Annuity New Business

• Reviewing, entering data, and issuing individual annuity new business utilizing the workflow management, administrative, and new business systems
• Reviewing and processing all subsequent premiums received for existing variable annuity contracts
• Following up with surrendering carriers (via email or phone) on the status of 1035s/transfers/rollovers
• Quality review of peers' work to ensure correct processing
• Answering phone calls received on the new business help line
• Helping answer e-mails received in the new business department mailbox
• Assisting with any other responsibilities as assigned by the management team

 

What's in it for you

• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Diversity and inclusion: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.

 

Qualifications

What sets you up for success

• An associate's degree or equivalent work experience
• At least two years of data entry experience
• Obtain LOMA 1 Designation (281 and 291) within one year
• Experience in the financial services industry (specifically dealing with annuities), helpful, but not required
• Proficient with Microsoft Office (Word, Excel, OneNote, Outlook & SharePoint)
• Strong written and verbal communication