Annuity Operations & Client Services Specialist

Trajan Wealth LLC; United States; On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

401(k) matching up to 13%

Medical coverage

Dental & Vision

Disability & Life Insurance

Paid holidays & PTO

Job summary

Trajan Wealth LLC is seeking an on-site Client Services - Annuity Specialist to efficiently process new annuity contract openings from submission through funding. You will activate income riders and other riders per carrier requirements and handle withdrawals and systematic distributions.

The role requires an associates degree or higher, 2 years' experience in financial services with annuity processing preferred, and strong communication and customer service skills.

Qualifications

• Associates degree or higher.
• 2 years' experience in financial services; annuity or insurance processing strongly 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 all new annuity contract opening applications from submission through funding.
• Activate and process income riders and other annuity benefit riders per carrier requirements.
• Perform annuity withdrawals and systematic distribution requests.
• Enter and update annuity account data and case status into CRM.
• Follow up and resolve annuity cases that are not in good order or require additional information from clients or carriers.
• Liaise with annuity carriers to track policy issue status and ensure timely completion of all pending annuity transactions.
• Manage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds from existing accounts.
• Provide advisors and clients with annuity policy status updates and carrier communication support.

Skills

Customer service

Written and verbal communication

Attention to detail

Education

Associates degree or higher

Tools

Microsoft Office

Job description

Trajan Wealth LLC is seeking an on-site Client Services - Annuity Specialist to efficiently process new annuity contract openings from submission through funding. You will activate income riders and other riders per carrier requirements and handle withdrawals and systematic distributions.

The role requires an associates degree or higher, 2 years' experience in financial services with annuity processing preferred, and strong communication and customer service skills.