Annuity Post-Issue Processing Associate

Zinnia; United States; Remote; USD 50,000 - 75,000; Full time

Job summary

Zinnia, a leading life and annuity technology platform, seeks an Associate II - Annuity Processing to manage post-issue transactions with high accuracy and regulatory compliance. You will handle policy changes, withdrawals, transfers, and beneficiary updates while ensuring documentation quality and adherence to SLAs.

You will review requests, perform related calculations, and coordinate with internal teams and carriers to resolve discrepancies.

Qualifications

• Graduation in any stream; Commerce degree preferred.
• 1+ year in Life insurance domain or similar focusing on quality, accuracy, and accountability.

Responsibilities

• Process post-issue annuity transactions including policy changes, withdrawals, transfers, beneficiary updates, address changes, and ownership updates
• Review and validate post-issue requests and supporting documentation for accuracy and completeness
• Ensure all transactions comply with company policies, carrier guidelines, and regulatory requirements
• Perform calculations related to withdrawals, surrender charges, fees, and tax implications as applicable
• Research and resolve discrepancies, errors, or missing information through coordination with internal teams, carriers, and external partners
• Update and maintain accurate records in policy administration systems
• Meet established SLAs, productivity targets, and quality standards
• Identify trends, recurring issues, and process improvement opportunities
• Provide guidance or informal mentoring to Associate I team members as needed
• Participate in audits, quality reviews, and compliance checks

Skills

Attention to detail

English communication

Basic math

Education

Commerce degree preferred

Tools

MS Excel

MS Outlook

Job description

Zinnia, a leading life and annuity technology platform, seeks an Associate II - Annuity Processing to manage post-issue transactions with high accuracy and regulatory compliance. You will handle policy changes, withdrawals, transfers, and beneficiary updates while ensuring documentation quality and adherence to SLAs.

You will review requests, perform related calculations, and coordinate with internal teams and carriers to resolve discrepancies.