In-Force, Annuities Operational Expert

Gainbridge; Zionsville (IN); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

EAP

Wellness programs

401K plan with company match

Job summary

Group 1001 Insurance is seeking an In-Force, Operational Expert to support cross-functional projects within the In-Force department. You will help document changes, interpret regulatory impacts, and ensure compliant operations in annuity processing.

The role emphasizes collaboration with Product, Compliance, and Operations, focusing on process improvements, knowledge transfer, and effective issue resolution in a fast-paced financial-services environment.

Qualifications

• 5+ years of annuity experience preferred.
• Proven ability to communicate effectively.
• Strong problem-solving skills in a fast-paced environment.
• Demonstrated expertise in industry practices and standards.
• Ability to provide expert advice and guidance on complex operational issues.

Responsibilities

• Assist in strategic projects within In-Force and collaborate across business units.
• Document project impacts and update procedures.
• Interpret regulatory/product changes and adapt processes.
• Consult on project scope and non-MVP items for releases.
• Review regulatory changes and ensure compliance in Operations.
• Lead knowledge transfer between Product and Operations for annuity processing.
• Support contract corrections and complex processing.
• Identify root causes of issues and develop solutions.
• Plan and monitor In-Force projects to achieve outcomes.

Skills

Annuity experience

Communication

Problem solving

Industry standards

Operational guidance

Job description

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.

Why This Role Matters:

The In-Force, Operational Expert role is responsible for assisting in strategic projects, collaborating with business units across the organization to support the In-Force department in cross-business project initiatives and retaining knowledge and proficiency in related areas of In-Force by performing job functions.

How You’ll Contribute:

• Champion projects to support In-Force by documenting and understanding project impacts to current processes and updating procedures accordingly
• Interpreting the impact of Product, Regulatory and Legal changes to departmentalize existing and new processes
• Consulting on project scope and documentation of non-MVP items on Product Releases or otherwise
• Review CODE regulatory changes and interpret any impact on Operations
• Partnering with Compliance to ensure Operations is within standard and compliance
• Review Audit Narratives and Model Audit Rules to ensure accuracy and compliance
• Leading knowledge transfer between Product and Operations and interpreting the impact to Annuity Operations
• Facilitating contract corrections, corrective processing and complex processing
• Identifying root causes of operational issues and developing effective solutions
• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
• Helping the Annuity Operations through change by planning, implementing and monitoring changes
• Consulting on Business Requirement Documents and contribute to User Acceptance Testing in coordination with cross-business areas
• Planning, executing and monitoring In-Force projects to achieve desired outcomes
• Lead process improvement initiatives and support project implementations

What We’re Looking For:

• 5+ years of annuity experience is preferred
• Proven ability to communicate effectively
• Strong problem-solving skills and experience working in a fast-paced environment
• Demonstrated expertise in relevant industry practices and standards
• Demonstrated ability to provide expert advice and guidance on complex operational issues

Benefits Highlights:

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package.
• Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options.
• Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
• All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs - no enrollment is required.
• Employees may also participate in the Company's 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Grow Your Career at Group 1001 Insurance

We are a company that aims to shape the world around us. We don't simply talk about change, we create it - empowering people and communities through sports, education, innovation, and access to financial products and services. Group 1001 Insurance is an integrated, technology-driven financial services and insurance group that combines product innovation with digital accessibility. With annuity products and insurance that create and protect a strong future for all, we help individuals and businesses thrive. Through our education and sports partnerships, we empower communities. Because when we invest in growth for all, we invest in a better world. If you're ready to make an impact and help us build a better future, you're in the right place!

Group 1001 Insurance Benefits Employees are our number one asset. We provide a comprehensive benefits package that goes beyond the basics to support employees through many of life's personal and professional milestones.

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