Sr Operations Processor – Annuity New Business (Annuities)

Location: Fully remote, United States

Salary: $55,000–$64,000 base salary

Company

A financial services provider offering life insurance, annuities, wealth management, and institutional asset management products through Financial Professionals across the United States.

What you will do

• Process standard and complex annuity transactions, including application entry, requirements management, policy issuance, check processing, funding, contract delivery, and suitability reviews.
• Respond to Financial Professionals, business partners, and clients with accurate updates and resolve routine questions.
• Research exceptions, interpret procedures, coordinate with cross-functional partners, and document resolutions.
• Provide peer guidance, knowledge sharing, and informal coaching to less experienced processors.
• Monitor quality trends, identify rework drivers, suggest process improvements, and support technology improvements through user testing.
• Use Microsoft Copilot and other AI-enabled tools for research, documentation, and productivity while maintaining regulatory and audit compliance.

Requirements

• 3+ years of experience in annuities, insurance, or financial services operations, including complex transaction processing and exception handling.
• High School Diploma or GED required; a Bachelor’s Degree or equivalent relevant experience is preferred.
• Knowledge of operational workflows, policies, systems navigation, compliance requirements, SLAs, and QA standards.
• Strong organization, accuracy, troubleshooting, documentation, communication, and customer service skills.
• Ability to mentor peers, manage competing priorities independently, and work effectively in a full-time remote environment from the United States.
• Proficiency with Microsoft 365 and basic proficiency with AI tools such as Microsoft Copilot and Zoom AI.

Nice to have

• LOMA designation, such as FLMI, ALMI, or ACS.
• Bachelor’s Degree or equivalent relevant experience.

Culture & Benefits

• Fully remote work environment with an emphasis on independent execution and productivity.
• Cross-functional collaboration and a service-oriented culture focused on care, accountability, ownership, and professionalism.
• Ongoing regulatory, compliance, industry, and job-related training.
• Opportunities to contribute to continuous improvement, workflow efficiency, and operational excellence.