Annuity Analyst I: Customer‑Focused Retirement Solutions

Modern Woodmen of America; Rock Island (IL); On-site; USD 42,000 - 45,000; Full time

Benefits offered by this job

Company-paid retirement plan

Matching 401(k) plan

Medical, Dental and Prescription Drug

Vacation and sick leave

11 paid holidays

On-site Café 1883

Job summary

Modern Woodmen of America in Rock Island, IL seeks an Annuity Analyst to support field representatives, members, and employers by processing new business and service requests for both fixed and variable annuities. You will analyze applications, handle data entry, and manage transfers to ensure accurate processing.

The role emphasizes exceptional customer service, attention to detail, and the ability to work in a fast-paced environment. Office-based with full-time hours.

Qualifications

• Bachelor’s degree and at least two years of related experience preferred.
• A strong commitment to delivering exceptional customer service and building positive relationships.
• Excellent attention to detail with a focus on accuracy and quality.
• Outstanding organizational and time management skills, with the ability to prioritize multiple responsibilities in a fast-paced environment.
• Strong problem-solving skills and the ability to resolve issues efficiently while contributing to a collaborative team environment.
• A passion for continuous learning and a desire to expand knowledge of annuity products, retirement planning, and the financial services industry.

Responsibilities

• Analyze qualified and non-qualified annuity applications and perform data entry for new business and changes for both variable and non-variable applications.
• Perform 1035 exchanges for non-qualified annuities and correspond with the financial institution being replaced to obtain annuity funds.
• Update, review and maintain Salary Allotment Plan file and ensure plan eligibility and guidelines are maintained, along with creating and maintaining records.
• Process transfers and rollovers from other financial providers to expedite asset exchanges.
• Receive and service a wide variety of telephone calls from field force, members and employers regarding qualified plans and annuity products.
• Review correspondence concerning Modern Woodmen’s qualified plans and deferred annuity to determine action.

Skills

Customer service

Attention to detail

Time management

Problem solving

Team collaboration

Education

Bachelor’s degree

Job description

Modern Woodmen of America in Rock Island, IL seeks an Annuity Analyst to support field representatives, members, and employers by processing new business and service requests for both fixed and variable annuities. You will analyze applications, handle data entry, and manage transfers to ensure accurate processing.

The role emphasizes exceptional customer service, attention to detail, and the ability to work in a fast-paced environment. Office-based with full-time hours.