Annuity Operations & Client Services Specialist

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

401(k) with matching

Medical coverage

Dental

Vision

Short/Long-term disability

Life insurance

Paid holidays and PTO

Job summary

Trajan Wealth LLC in Scottsdale, AZ is seeking a Client Services - Annuity Specialist to process new annuity contract openings from submission through funding and to activate income riders per carrier requirements.

The role requires good communication, customer service, and attention to detail, with experience in financial services and CRM usage preferred. On-site position with a base salary and production bonus.

Qualifications

• Associates degree or higher.
• Preferred 2 years' experience in financial services; annuity or insurance processing preferred.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Detail oriented.
• Proficient in Microsoft Office suite primarily email, calendar and excel.

Responsibilities

• Process new annuity contract opening applications from submission through funding.
• Activate and process income riders and other annuity riders per carrier requirements.
• Perform annuity withdrawals and systematic distribution requests.
• Enter and update annuity data and case status into CRM.
• Follow up and resolve annuity cases needing information from clients or carriers.
• Liaise with carriers to track policy issue status and ensure timely completion.
• Manage full annuity case lifecycle including 1035 exchanges and rollovers.
• Provide advisors and clients with annuity status updates and carrier communications.

Skills

Communication skills

Customer service

Attention to detail

CRM software

Education

Associates degree or higher

Tools

Microsoft Office

CRM software

Job description

Trajan Wealth LLC in Scottsdale, AZ is seeking a Client Services - Annuity Specialist to process new annuity contract openings from submission through funding and to activate income riders per carrier requirements.

The role requires good communication, customer service, and attention to detail, with experience in financial services and CRM usage preferred. On-site position with a base salary and production bonus.