Annuity Specialist

AAA Life Insurance Company; Livonia (MI); Hybrid; USD 41,000 - 64,000; Full time

Job summary

AAA Life Insurance Company in Livonia, MI is seeking an Annuity Processing Specialist. You will process annuity applications, ensure accuracy, and support related policy servicing with agents and customers.

The role focuses on timely case handling, data entry, and adherence to underwriting guidelines while maintaining high service levels in a hybrid work environment. Experience in admin or operations and strong communication are valued to help minimize turnaround times and maximize customer

Qualifications

• High School Diploma or equivalent; some college preferred.
• 1+ years in a process-driven, customer-service or administrative role.
• Proficient with Microsoft Office and online data entry.
• Ability to handle multiple priorities with accuracy.
• Strong written and verbal communication skills.

Responsibilities

• Process annuity applications and verify documentation for completeness.
• Enter data, track cases, and respond to inquiries from agents and customers.
• Coordinate activities to move cases to completion and support reinstatements or conversions.
• Collaborate with internal partners to address complex processing issues.

Skills

Microsoft Office

Data entry

Communication

Prioritization

Education

High School Diploma

Job description

Overview

Why AAA Life

AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them – and their families – when we’re needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.

How You’ll Work

Location: Livonia, MI

Work Solution: Hybrid

Responsibilities

The Annuity Processing Specialist will process annuity applications, ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. This role is responsible for reviewing applications and supporting documentation for completeness and accuracy, processing new business submissions, and coordinating activities necessary to move cases to completion. The Annuity Processing Specialist may also support reinstatements, conversions, and other policy servicing activities while providing service and support to agents, members, and internal stakeholders.

Key Responsibilities

• Process and track annuity applications from receipt through completion, including data entry, case management, follow-up on outstanding requirements, and generation of 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, providing timely and professional service while escalating complex issues as needed.
• Consult with the Annuity Processing Consultant and other internal partners on complex applications or processing issues.
• Support the processing of reinstatements, conversions, and other annuity transactions, and perform other related duties as assigned.

Qualifications

Basic Qualifications

• 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.
• Demonstrated ability to maintain accuracy, manage multiple priorities, and communicate effectively in both written and verbal formats.