Annuity Operations Administrator

🕒 Outubro 16

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

⚙️ Operações

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Foresters Financial

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1874

💸 Finanças

🛡️ Seguros

🌍 Impacto Social

Finance • Insurance • Social Impact

Foresters Financial é uma sociedade beneficente fraternal que tem ajudado pessoas a proteger o futuro financeiro de suas famílias há mais de 150 anos. A empresa fornece soluções de seguro de vida e poupança nos EUA, Canadá e Reino Unido, fazendo parcerias com membros para realizar mais do bem que desejam alcançar. A Foresters Financial foca em capacitar comunidades e indivíduos através de vários benefícios para membros, incluindo subsídios comunitários e bolsas de estudo. Eles estão comprometidos com o bem-estar de seus membros, especialmente atendendo a necessidades como fornecer seguro de vida acessível para pessoas com diabetes Tipo 2.

Descrição

• Administer and transact financial and non-financial annuity transactions, including application processing, tax inquiries, 1035 exchanges, maturity notices, transfers, annuity maintenance, disbursements, and settlement options • Provide customer and producer service by phone, live chat, and email • Communicate with customers, producers, and internal departments regarding requests, inquiries, confirmations, and taxation within service levels • Examine documents to ensure legal and contractual requirements are met • Assess guidelines, rules, and regulations against legislative and corporate requirements • Maintain Accounts Payable records to process payments and withdrawals for payout annuities • Update valuation spreadsheets, databases, taxation systems, and manual tax records • Complete calculations including cash values, tax gains, and withholding tax • Support team members during absences and peak workload periods • Maintain Settlement Options records • Meet or improve service-level agreements and identify process improvements • Review, update, and create annuity standard operating procedures • Support projects and strategic initiatives • Ensure compliance with procedures, regulatory standards, internal controls, AML, and KYC requirements • Identify and mitigate operational risks with the team

🎯 Requisitos

• University degree or college diploma in financial services • 2–3 years of relevant experience within the financial services industry • Technical aptitude for understanding annuity products • In-depth knowledge of US annuities practices, products and relevant rules and regulations • Comprehensive knowledge and understanding of state legislation including taxation is an asset • LOMA AAPA, Certificate in Retirement Essentials, or FLMI designation is an asset • Bilingual (Spanish) is an asset • Strong verbal and written communication abilities • Commitment to exceptional customer service and a collaborative, team-oriented approach • Ability to manage daily workflows and consistently meet deadlines • Ability to work independently and collaboratively • Ability to identify issues and implement effective solutions • Strong problem solving, de-escalation, and conflict resolution skills • Ability to manage multiple tasks and shifting priorities in a fast-paced environment • Proficient knowledge of Microsoft Office, specifically Excel • Solid knowledge of CRM; AWS Amazon Connect is an asset • Demonstrated mathematical aptitude, attention to detail, and accuracy • Operation hours availability from 9:00am–5:00pm Eastern Time • Flexibility for periodic weekend shifts and statutory holidays may be required

🏖️ Benefícios

• Discretionary variable incentive plan for eligible employees, subject to individual and company performance • Accessible candidate experience and recruitment-process accommodations

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