Annuity New Business Processor

About the position

The Administrator Processor -- Annuity New Business is responsible for reviewing, processing, and issuing individual annuity new business applications. This role involves ensuring accurate data entry and quality review of peer work, while also providing support through communication with clients and carriers.

Responsibilities

• 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

Requirements

• 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

Benefits

• 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.