Annuity Care Specialist
Core
Support the Annuity Care Department by processing annuity applications submitted by financial advisors, coordinating requirements with insurance carriers, and ensuring accurate data entry and contract verification.
Role type
Annuity Care Specialist (Financial Services Operations)
Builds
Annuity applications and client service workflows for financial advisors and insurance carriers
Domain
Insurance / Financial Services
Required skills
Annuity and life insurance product knowledge, application processing, database management, contract verification, communication with carriers and agents, deadline management, problem solving
Preferred skills
Experience in long-term care or disability income products, familiarity with brokerage account registration
Technologies
Standard office equipment, software applications for correspondence, reports, spreadsheets, and databases
Responsibilities
Review and enter initial annuity applications, verify contract structures and registration to brokerage accounts, submit applications to insurance carriers, follow up with financial advisors on processing status, resolve issues with licensing teams and carriers, support end-of-day balancing and reporting, close non-compliant cases within timeframe
Seniority
Individual Contributor, 3+ years experience