The Administrator Processor \- Annuity New Business is responsible for reviewing, processing, and issuing individual annuity new business applications.
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
- 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
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.
Requirements:
What sets you up for success
Compensation: $20\.92\-$26\.14