In-Force, Non-Financial Processor

Why This Role Matters

The Annuity Non-Financial Processor performs foundational tasks related to servicing inforce annuity contracts. Responsibilities include executing standard non-financial transactions, updating client records, and supporting daily operations within defined procedures. This role requires accuracy, a solid understanding of the product, and strong adherence to compliance protocols.

Responsibilities

• Accurately provide information to all incoming inquiries regarding annuities, associated paperwork, tax implications, product information, procedures, and regulations
• Review claim requests and generate claim packages within established service level agreements
• Absorb and manage claims activities to ensure payouts are adjudicated accurately and efficiently
• Ensure detailed electronic records are maintained by accurately documenting all actions taken
• Learns, retains, and updates knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations
• Efficiently utilizes 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 notifies 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
• Excellently excels in a culture that involves ongoing coaching and feedback from a variety of sources, ensuring 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 of operational or processing experience, annuity experience preferred
• Strong commitment to customer service and quality
• Proven decision-making skills and ability to multi-task
• Effective analytical, problem-solving, and mathematical skills
• Bachelor’s degree preferred, or equivalent experience required

Benefits

• 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 Group 1001’s 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
• May participate in the Company’s 401K plan, with matching contributions by the Company