Annuity Specialist

Zurich is currently looking for a Variable Life and Annuity Specialist for our Accident & Health (A&H) Division. This position will be based out of Overland Park, Kansas.

As a Variable Life and Annuity Specialist, you will play a key role in supporting Accident & Health as a highly motivated and detail-oriented professional. This role supports the administration of high‑income variable life insurance. The ideal candidate will have 3–5 years of experience in the investment or fund administration industry, with exposure to trade processing and financial advisor support.

This position requires strong coordination skills, accuracy in processing investment transactions, and a client‑focused mindset.

• Review trade requests for accuracy and completeness.
• Provide trade instructions to our third‑party administrator for processing.
• Input transaction information into our in‑house administration system.
• Accurately input transaction data into internal policy administration and investment systems.
• Coordinate trade transactions with various fund managers.
• Process and distribute investment‑related correspondence.
• Generate and distribute reports.
• Index and maintain trade‑related documentation in electronic filing systems.
• Respond to inquiries from financial advisors and high‑net‑worth clients in a timely and professional manner.

• Bachelor’s degree and 5 or more years of experience in the Customer Service or Sales Support area OR
• High School Diploma or equivalent and 7 or more years of experience in the Customer Service or Sales Support area.

• Advanced knowledge of Zurich products and services.
• Complex analytical and problem‑solving skills.
• 3–5 years of experience in the fund industry, ideally with a fund administrator or a fund management company.
• Ability to manage multiple priorities in a deadline‑driven environment.
• Strong attention to detail.
• Excellent communication and interpersonal skills.
• Comfortable working both independently and collaboratively within a team.
• Proficiency in Microsoft Office Suite.

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. The proposed salary range for this position is $62,700.00 - $, with short‑term incentive bonus eligibility set at 10%.

We offer competitive pay and comprehensive benefits for employees and their families.

Location:

Kansas Virtual Office;
Remote Working:
Hybrid;

Schedule:

Full Time;
Employment Sponsorship Offered:
No.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.