Analyst I and II, Business Process Transactions – Annuities

Location: Tulsa, Oklahoma, United States; in-person work model

Company

hirify.global delivers enterprise technology services, including IT modernization, data architecture, security, and cloud solutions.

What you will do

• Respond to customers, agents, and broker-dealers by telephone and email regarding annuity and financial service products.
• Research policy provisions, status updates, errors, application and contract discrepancies, and processing delays.
• Process transactions efficiently and track responses through completion.
• Educate Financial Service Representatives on market requirements, processes, contract provisions, annuity products, and the client website.
• Navigate multiple electronic systems to provide complete responses and maintain consistent service quality.

Requirements

• High school diploma.
• 1–2 years of customer service experience.
• Ability to work in Tulsa, Oklahoma, during a shift scheduled within 7:30 AM–5:30 PM, Monday–Friday; flexibility for overtime and changing shifts is required.
• Must obtain the FINRA Series 6 license within 90 days of hire.
• Strong customer service, listening, analytical, interpersonal, time-management, and problem-solving skills.
• Ability to multitask, adapt to change, and work effectively in a fast-paced team environment.

Nice to have

• Some college experience or a trade or professional certification.
• Insurance, financial services, annuity product, or call center experience.
• Strong computer and keyboard skills, with the ability to quickly learn company products and administrative, claims, underwriting, and marketing functions.

Culture & Benefits

• In-person collaboration is prioritized, with flexibility to support wellbeing, productivity, individual work styles, and life circumstances.
• Inclusive and diverse working environment.
• Collaborative structure with support for skills development and career growth.
• Equal opportunity employment practices and disability accommodations.