Insurance and Annuities Administrator (Financial Services)

Location: On-site in Great Falls, Montana; Seattle, Washington; or Denver, Colorado

Salary: $68,000–$83,500 per year

Company

hirify.global is an independent, employee-owned financial services company with a 90-year history, focused on client service, ethical business practices, and community engagement.

What you will do

• Review annuity and life insurance orders to verify paperwork, licensing, training, and firm documentation before submission.
• Support financial professionals with state insurance licensing, appointments, renewals, continuing education, and administrative questions.
• Coordinate carrier appointments, new business processing, order entry, and RegBI documentation with carriers, vendors, and internal partners.
• Process and reconcile monthly insurance and annuity commission reports, investigate discrepancies, and coordinate resolutions.
• Maintain transaction records, reporting systems, carrier agreements, product information, and organized supporting files.
• Respond to advisor inquiries, resolve operational issues, and identify improvements to forms, workflows, reporting, and recordkeeping.

Requirements

• Prior experience in insurance, annuity, wealth management, brokerage, banking, or financial services operations.
• Knowledge of annuity, life insurance, long-term care, and disability insurance products, new business processing, and licensing requirements.
• Strong administrative, organizational, follow-up, communication, and prioritization skills.
• Proficiency with Outlook, Excel, Word, Teams, CRM, and web-based workflow or document management systems.
• High attention to detail and the ability to work confidentially in a regulated financial services environment.
• Ability to build productive relationships with advisors, internal departments, carriers, vendors, and service partners.

Culture & Benefits

• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Paid sick, vacation, maternity, parental, and holiday leave.
• Professional development opportunities and tuition reimbursement with a $15,000 lifetime cap.
• Discounted personal insurance and a company community-giving program.