Senior Operations Processor – Annuity New Business

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage standard and complex annuity new business transactions independently.

• Handle application entry, requirements management, policy issuance, check processing, and suitability reviews.

• Address inquiries from business partners, clients, and financial professionals.

• Investigate and resolve exceptions while coordinating with upstream and downstream partners.

• Document resolution actions and provide precise status updates.

• Act as a peer resource by offering guidance, sharing knowledge, and providing informal coaching.

• Monitor quality trends, identify factors driving rework, and recommend process enhancements.

• Assist with technology improvements through user testing.

• Collaborate cross-functionally to manage daily cases.

• Utilize Microsoft Copilot and AI-enabled tools for research, documentation, and productivity enhancement.

• Ensure compliance with company policies, procedures, regulatory standards, internal benchmarks, and audit expectations.

• Stay current with industry practices, products, and operational procedures.

• Complete mandatory training and undertake additional responsibilities that support organizational goals.

⛳️ Requirements

• Over 3 years of experience in annuities, the insurance sector, or financial services operations.

• Experience in processing complex transactions and handling exceptions.

• A High School Diploma or GED is required.

• Strong understanding of operational workflows, policies, and system navigation.

• Excellent organizational and accuracy skills; capable of managing competing priorities independently.

• Proficient in troubleshooting, interpreting procedures, and resolving non-routine issues.

• Ability to adhere to Service Level Agreements (SLAs) and Quality Assurance (QA) standards.

• Strong written and verbal communication abilities.

• Customer service-oriented mindset with the ability to collaborate across teams.

• Capability to mentor peers and share expertise.

• Proficient in Microsoft 365.

• Basic proficiency with AI tools like Microsoft Copilot and Zoom AI.

• Ability to work independently in a full-time remote work setting.

• Bachelor’s Degree or equivalent relevant experience is preferred.

• LOMA designation (FLMI, ALMI, ACS, etc.) is preferred.

🏝️ Benefits

• Fully remote work environment.

• Training and support for workflow efficiency.

• Opportunities for informal coaching and knowledge sharing.

• Required training on regulatory, compliance, and job-related topics.

• Equal employment and advancement opportunities.