Annuity Unit - Account Specialist

Annuity Unit - Account Specialist

Join Our Team as an Account Specialist! Are you a detail‑oriented professional with a background in insurance or banking? We are looking for a dedicated Account Specialist to assist with processing financial information on annuity accounts. If you thrive in a fast‑paced environment and have strong organizational skills, we want to hear from you!

• Disbursement Processing:
  Handle all disbursement requests, including partial surrenders, surrenders, loans, allocation and fund transfers, and matured annuity rider transactions.
• Accounting Tasks:
  Process accounting requests, reconcile and balance payment jobs, manage bank changes, allocation and fund transfers, wires, EFT balancing, and clear daily error reports.
• Correspondence Management:
  Address general inquiries into policies, TEFRA and TAMRA questions, in‑force illustration requests, premium and loan histories, beneficiary changes, ownership changes, and assignments.
• Franchise Functions:
  Manage new business functions, residual payment applications, and balance automated franchise jobs.
• Tax Reporting:
  Ensure appropriate tax reporting and verify cost basis.
• Suspense Item Reporting:
  Report suspense items to teams and managers, ensuring timely clearance and assisting team members in reviewing and researching these items.
• Stakeholder Interaction:
  Interact with representatives, policy owners, and internal departments.
• Legacy Life Requests:
  Process Legacy Life requests maintained in a separate database.
• Training Support:
  Assist with training new hires and periodically support existing employees.

• High school diploma.
• Four to six years of experience in insurance and/or banking.
• Working knowledge of basic accounting functions and bank procedures.
• Strong organizational skills and time management abilities.
• Computer literate with proficiency in relevant software.
• Ability to work in a fast‑paced environment.
• Willingness and eagerness to grow and learn within the area.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

• Performs routine work within established policies and procedures, receiving detailed instructions on new projects and assignments.
• Requires physical presence in the company office on a full‑time basis.

• Innovative Environment:
  Be part of a team that values continuous improvement and innovation.
• Professional Growth:
  Opportunities for professional development and career advancement.
• Collaborative Culture:
  Work in a supportive and collaborative environment.

If you are ready to take your career to the next level and make a significant impact in the world of annuities, apply today!

• Mid‑Senior level

• Full-time

• Finance and Sales
• Insurance