Annuity Illustration Specialist: Fast, Accurate Case Support

Magellan Financial & Insurance Services, Inc.

Topeka (KS)

On-site

USD 55,000 - 75,000

Full time

35 hours ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability coverage
Paid time off
Birthday day off
401(k) match
Holidays

Job summary

Magellan Financial & Insurance Services, Inc. in Topeka, Kansas is seeking a detail-oriented role to execute annuity illustrations for advisor meetings. You will gather inputs, run scenarios, revise outputs as needed, and clearly flag unresolved items for action.

The position emphasizes fast, accurate illustration support, volume handling, and collaboration with sales and contracting teams to move cases forward.

Qualifications

  • Able to run annuity illustrations and explain how inputs are set up and how outputs are checked.
  • Accurate case inputs, reliable follow-through, and clear communication with advisors and teammates.
  • Five days a week in the Topeka office, Monday–Friday, with a workable commute or relocation plan.

Responsibilities

  • Receive illustration and product requests from advisors and sales team and run scenarios.
  • Check outputs against requested criteria, manage revisions, and flag unresolved items for advisors.
  • Maintain throughput across concurrent requests without sacrificing accuracy or follow-through.
  • Coordinate handoffs to new-business and contracting colleagues while staying focused on advisor support.
  • As depth allows, perform product comparisons, answer advisor questions, design cases, and provide recommendations.

Skills

Annuity illustrations
Case design
Cross-team communication
Volume production

Job description

Magellan Financial & Insurance Services, Inc. in Topeka, Kansas is seeking a detail-oriented role to execute annuity illustrations for advisor meetings. You will gather inputs, run scenarios, revise outputs as needed, and clearly flag unresolved items for action.

The position emphasizes fast, accurate illustration support, volume handling, and collaboration with sales and contracting teams to move cases forward.

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