Annuity Case Management Specialist

Job Functions:

• Processes all incoming requests including but not limited to financial requests, address changes, Electronic Fund Transfer changes, beneficiary change requests, and redirecting payments in accordance with court orders.
• Reviews follow-ups and proactively works with internal and external customers to resolve issues to complete processing.
• Reviews data received for accuracy and consistency and verifies accurate transaction set-up. Approves release of payments relative to authority level.
• Processes payment returns, cancellations, and stop payments.
• Consistently meets or exceeds established Customer Center, team, and individual goals.
• Provides outstanding customer service to all telephone and written inquiries from outside brokers, offices, annuitants, government agencies, attorneys. This includes providing written correspondence.
• Recommends changes/upgrades of the administration and payment systems.
• Participates in development, testing, and continuous training as needed.

Qualifications:

• Experience/Education: 1+ years in annuity, retirement, or finance OR a bachelor’s degree in business or a related field.
• Production Environment: Minimum 6 months experience meeting production goals in a fast-paced setting.
• Skills: Strong communication, customer service, problem-solving, and teamwork abilities.
• Adaptability & Technical Proficiency: Ability to master multiple systems, handle diverse customers, and adapt to changing environments.
• Ownership & Standards: Maintain productivity and quality above team standards while ensuring consistent communication and service throughout processes.