Annuity Specialist Processor

📋 Description

• Process post-issue annuity transactions and policy servicing requests
• Perform financial adjustments, payment corrections, and check reissues
• Research complex policy inquiries and resolve servicing issues
• Ensure compliance with internal controls and regulatory requirements
• Maintain detailed audit-ready documentation in policy systems
• Collaborate with Customer Service, Operations, Finance, Compliance, Legal and other units to

🎯 Requirements

• Experience in financial services, insurance, annuities or related operations
• Strong attention to detail and accuracy
• Analytical, research and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Excellent organizational and time management skills
• Excellent verbal and written communication, team collaboration

🎁 Benefits

• Base salary range: $45,000 to $60,000
• Equal opportunity employer; accommodations available on request