Annuity Operations Analyst
Core
Process manual annuity and life insurance orders, review applications, and maintain existing policies for Key Investment Services advisors.
Role type
Annuity Operations Analyst
Builds
Back-office support for new annuity and life insurance orders and policy maintenance
Domain
Financial Services / Insurance Operations
Required skills
Annuity and life insurance order processing, Application review, Policy maintenance, Carrier communication, Risk and controls understanding, Work prioritization
Preferred skills
Banking or brokerage experience, Independent work, Ad hoc project support
Technologies
PC/laptop, Work Basket system
Responsibilities
Review annuity applications and related documentation, Work with advisors to ensure funding is in place for orders, Assist with annuity linking and delinking requests, Process manual annuity and life insurance orders, Contact carriers to request statements and troubleshoot policy issues, Document and maintain department procedures
Seniority
Mid-level, independent contributor