In-Force Financial Processor

Why This Role Matters

The Annuity Financial Processor handles more complex servicing requests and financial transactions, including fund reallocations, RMDs and withdrawals. This role requires a higher level of annuity product and compliance knowledge.

How You'll Contribute

• Accurately providing information to all incoming inquiries regarding annuity, associated paperwork, tax implications, product information, procedures, and regulations
• Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken
• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations
• Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager
• Takes ownership of customer requests through to completion and notifying appropriate personnel if problems exist
• Displays a positive attitude while adapting and being receptive to change
• Takes initiative in learning more by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls
• Excellence in a culture that involves ongoing coaching and feedback from a variety of sources, in order to ensure the customer’s needs are met
• Displays actions that align with our Vision, Mission, and Values

What We're Looking For

• Excellent written and verbal communication skills
• 3 or more years operational or processing experience, annuity experience preferred
• Strong commitment to customer service and quality required
• Proven decision-making skills and ability to multi-task required
• Effective analytical, problem solving and mathematical skills
• Bachelor’s Degree preferred, or equivalent experience required

Benefits Highlights

• Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package
• Eligible for comprehensive health, dental, and vision insurance plan options
• Eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability
• All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required
• Participation in the Company’s 401K plan, with matching contributions by the Company