Annuity Operations Care Specialist
United States
Full Time
2 weeks ago
$42,830 - $64,250 USD
H1B Sponsor
Key skills
Leadership
About this role
Role Overview
- Process and prioritize a wide range of in-force annuity transactions
- Provide high-level service to contract holders and internal partners
- Own complex or escalated in-force cases from intake to resolution
- Perform root-cause analysis on issues and recommend improvements
- Meet or exceed quality, accuracy, and timeliness metrics
- Partner with Product, Compliance, Finance, Treasury, and Contact Center teams
- Develop subject-matter expertise in annuity products, systems, and procedures
- Participate in cross-functional projects and initiatives
Requirements
- College degree preferred or equivalent industry experience
- 2+ years of insurance, annuity, or retirement operations experience
- Working knowledge of annuity products preferred
- Strong organizational skills and attention to detail
- Ability to exercise discretion and independent judgment
- Proficiency in Microsoft Outlook, Word, and Excel preferred
Benefits
- Opportunities to build communities
- Professional development and skill-building
- Leadership development
- Philanthropic opportunities