Annuity Processing Specialist

Jobtailor; Livonia (MO); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Annuity Processing Associate to process and track annuity applications from receipt through completion, providing accurate data entry and case management.

You will review documents for completeness and compliance with guidelines, respond to inquiries from agents and members, escalate complex issues, and support reinstatements, conversions, and other annuity transactions.

Qualifications

• High School Diploma or equivalent required.
• Some college coursework preferred.
• 1+ years of experience in a process-oriented customer service, operations, or administrative support role.
• Proficiency with Microsoft Office applications and other business software tools.
• Experience using internet-based systems and applications for data entry, research, and case management activities.
• Ability to maintain accuracy and manage multiple priorities.
• Effective written and verbal communication skills.

Responsibilities

• Process and track annuity applications from receipt through completion.
• Perform data entry, case management, follow-up on outstanding requirements, and generate related correspondence.
• Review applications and supporting documentation for completeness, accuracy, and compliance with technical, legal, and underwriting guidelines.
• Respond to inquiries from agents, members, and other customers.
• Escalate complex issues as needed.
• Consult with the Annuity Processing Consultant and other internal partners on complex applications or processing issues.
• Support reinstatements, conversions, and other annuity transactions.
• Perform other related duties as assigned.

Skills

Data Entry

Customer Service

Effective Communication

Multi-Priority Management

Education

High School Diploma or equivalent

Some college coursework preferred

Tools

Microsoft Office Proficiency

Internet-Based Systems

Job description

• Process and track annuity applications from receipt through completion
• Perform data entry, case management, follow-up on outstanding requirements, and generate related correspondence
• Review applications and supporting documentation for completeness, accuracy, and compliance with technical, legal, and underwriting guidelines
• Respond to inquiries from agents, members, and other customers
• Escalate complex issues as needed
• Consult with the Annuity Processing Consultant and other internal partners on complex applications or processing issues
• Support reinstatements, conversions, and other annuity transactions
• Perform other related duties as assigned

Requirements

• High School Diploma or equivalent required
• Some college-level coursework preferred
• 1+ years of experience in a process-oriented customer service, operations, or administrative support role
• Proficiency with Microsoft Office applications and other business software tools
• Experience using internet-based systems and applications for data entry, research, and case management activities
• Ability to maintain accuracy and manage multiple priorities
• Effective written and verbal communication skills

Core Competencies

Demonstrates proficiency in processing and tracking annuity applications while ensuring compliance with technical and legal guidelines. Capable of managing multiple priorities and maintaining accuracy in data entry and case management.

Highest-signal resume keywords

• Annuity Application Processing
• Data Entry
• Customer Service
• Microsoft Office Proficiency
• Case Management

Hard Skills

• Data Entry
• Annuity Application Processing
• Case Management
• Compliance Review
• Documentation Review

Soft Skills

• Effective Communication
• Problem-Solving
• Multi-Priority Management

Industry Keywords

• Annuity Transactions
• Reinstatements
• Conversions
• Customer Inquiries

Tools & Technologies

• Microsoft Office
• Internet-Based Systems