Annuity Operations Associate

About the role

The Operations Associate is responsible for providing administrative support for the Annuity Insurance Department. Duties include answering phones, making journal entries, account processing, and providing payment solutions. They will respond to internal and external customers via phone, fax, and email, and act as a liaison between customers, financial professionals, and institutions including banks, credit unions, and clearing firms. They will perform various account calculations, conduct research as needed, and provide phone support for the department.

Responsibilities

• Process daily work associated with your department, which may include asset movement, account transfers, or new account set-up and maintenance.
• Process routine and complex transactions in an accurate, timely, and efficient manner.
• Proactively identify, interpret, and resolve potential problems.
• Independently follow procedures to meet service level agreements and achieve quality metrics.
• Learn, use, and support various financial products, software, and systems.
• Comply with company policies and regulatory requirements.

Qualifications

• Administrative, operations, or office experience.
• Strong attention to detail and organizational skills.
• Ability to multitask across several systems and monitors.
• Excellent communication and customer service skills.
• Comfortable handling phone interactions.
• Experience in financial services, insurance, or annuities preferred.

Preferred Skills

• Financial services operations experience.
• Experience with process improvement initiatives.
• Retail customer service experience combined with office support experience.

Pay

The pay range for this position is $20.00 - $21.00/hr. Individual compensation offered within this range will depend on qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Benefits

Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may include:

• Medical, dental, and vision insurance.
• Critical Illness, Accident, and Hospital coverage.
• 401(k) Retirement Plan with pre-tax and Roth post-tax contributions available.
• Life Insurance (Voluntary Life & AD&D for the employee and dependents).
• Short and long-term disability.
• Health Spending Account (HSA).
• Transportation benefits.
• Employee Assistance Program.
• Time Off/Leave (PTO, Vacation, or Sick Leave).

Schedule

This is a contract, hybrid position based in St. Cloud, MN.