Annuity Operations Care Specialist

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.

Requirements

• 2+ years of insurance, annuity, or retirement operations experience.
• College degree preferred or equivalent industry experience.
• Strong organizational skills and attention to detail.
• Working knowledge of annuity products preferred.
• Proficiency in Microsoft Outlook, Word, and Excel preferred.

Benefits

• Support and flexibility to achieve your professional and personal goals.
• Skill-building and leadership development opportunities.
• Philanthropic opportunities to build communities and grow your career.