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.
We're passionate about fostering an inclusive environment where everyone can thrive. Even if you don't meet every requirement, we encourage you to apply-your unique skills and experiences might make you the perfect fit for this role or another opportunity within our company.
Requirements: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
Compensation: $20.00-$25.00
