Annuity Case Management Specialist

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Processes all incoming requests including but not limited to financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests and redirecting payments in accordance with court orders. Reviews follow-ups and proactively works with internal and external customers to resolve issues to complete processing. Reviews data received for accuracy and consistency and verifies accurate transaction set-up. Approves release of payments relative to authority level. Processes payment return, cancels, and stop payments Consistently meets or exceeds established Customer Center, team, and individual goals. Provides outstanding customer service to all telephone and written inquiries from outside brokers, offices, annuitants, government agencies, attorneys. This includes providing written correspondence. Recommends changes/upgrades of the administration and payment systems. Participates in development, testing and continuous training as needed.

Experience/Education: 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or related field. Production Environment: Minimum 6 months experience meeting production goals in a fast-paced setting. Skills: Strong communication, customer service, problem-solving, and teamwork abilities. Adaptability & Technical Proficiency: Ability to master multiple systems, handle diverse customers, and adapt to changing environments. Ownership & Standards: Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes.

laptop-ats-crawler v3