- Equitable (Charlotte, NC)
- Annuity Model Development Senior Actuary - 100% Remote Eligible ( 240000BB ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... setting, regulatory monitoring and advocacy, governance and financial reporting. The Annuity Model Development Senior Actuary supports the timely and controlled… more
- Truist (Richmond, VA)
- …Reporting to the Managing Director of Brokerage Products, the Annuity and Insurance Manager is responsible for product strategy, development/selection, ... and execution of annuity and insurance solutions for clients within Truist Wealth....+ Lead product strategy, development and execution for the annuity platform in support of over 1,000 advisors that… more
- USAA (Phoenix, AZ)
- …part of what makes us so special! **The Opportunity** As a dedicated Life, Annuity , and Health Service Specialist, you will support company goals to become the ... and fulfills member service requests for all life policy, annuity and health policy changes through various member contact...+ At least 6 months of Life Insurance and/or Annuity Service experience + Bachelor's degree in Accounting, Finance,… more
- TEKsystems (Minneapolis, MN)
- …being reviewed by a QA team - that is highly preferred. Also prefer previous Annuity processing experience. + 75% of this position will be processing - very heads ... Skills: financial, insurance, processing Additional Skills & Qualifications: + Annuity processing experience - 1+ years + Annuity... Annuity processing experience - 1+ years + Annuity background /work experience + Strong attention to detail… more
- USAA (Phoenix, AZ)
- …**Life Actuary Senior** owns the regular pricing of fixed deferred and immediate annuity products as well as fixed indexed annuities, deferred income annuities and ... of Actuaries) Designation + 3 or more years of Annuity Pricing Experience + Experience with Moody's Analytics AXISTM...processes using VBA or other Software. + Fixed Index Annuity experience a plus The above description reflects the… more
- Brokers International (Urbandale, IA)
- The Annuity New Business Representative position reviews and process annuity new business applications for good order to ensure timely placement of policies on ... to elevate the services we provide. Desired Qualifications: + Experience in the Annuity industry + Prior customer service experience + Associate degree (AA) or… more
- Equitable (Charlotte, NC)
- EDL - PSA Sales Desk ( Annuity Internal Sales Trainee) ( 230000R8 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is responsible for ... assisting agents throughout the entire sales process. To be successful, you must have a can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service… more
- MetLife (Tampa, FL)
- …role your primary function will be to support our retail life and annuity operations teams by researching complex case scenarios and providing advice, information, ... direction and technical assistance to bring resolution while ensuring compliance with all applicable regulatory and legal requirements. You will also review, edit & approve complaint responses prepared by our Third Party Administrative team to be sent to… more
- DXC Technology (Nashville, TN)
- …Designer + Understands insurance products supported in PerformancePlus (Life, UL, Annuity , Health, Variable Products) + Knowledge in disparate distribution Channels ... (Brokers, Banks, Agencies, Wire houses, etc.) + Formulate and define system scope and objectives based on user needs and a good understanding of information technology, business processes, and industry requirements + Develop and diagram business processes of… more
- DXC Technology (Des Moines, IA)
- …**Essential Job Functions:** + Follows procedures to process death claim transactions by corresponding with agents, beneficiaries, and other departments regarding ... contracts + Willingness to learn new payment processes and/or other processes within death claims depending on where the need is on any given day + Responsible for the accurate handling and timely execution of any contract worked + Ensure transactions are… more
- Health Advocates Network (Harrisburg, PA)
- …Pennsylvania State Board of Medicine. Must be able to review disability annuity applications and attendant medical records and other documentation, testify, consult ... Any recommendation not to approve an application or to continue a disability annuity shall include a written explanation of the reason for such recommendation. Must… more
- Athene (West Des Moines, IA)
- …accurate and timely legal and strategic advice to Athene's growing and retail annuity and private placement annuity business. The Senior Counsel will work ... directly with Athene's retail annuity and global wealth teams, as well as colleagues...legal team and will work directly with Athene's retail annuity and global wealth teams, as well as colleagues… more
- MassMutual (Boston, MA)
- **Practice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD** **Full-Time, Boston, Springfield or NYC (Hybrid)** **Opportunity** The MMSD Advisor ... to shape our value-add program. **The Team** The MMSD Annuity team is responsible for the expansion of ...Annuity team is responsible for the expansion of annuity solutions in the third-party marketplace. The team is… more
- Insight Global (Galveston, TX)
- …a Sr. Programmer Analyst to join their PolicyLink Team within the Life and Annuity Systems area of the Application Development Division. This person should be an ... solve complex problems in creative, effective, and efficient ways to support Annuity product development. This person will primarily be responsible for enhancements,… more
- Jackson National Life Insurance Company (Nashville, TN)
- …the Chief Compliance Officer and registered representatives on matters of annuity sales referred from Registered Investment Advisors and alternative distribution ... principal review of new account applications, compliance required forms, annuity transactions, and correspondence to and from representatives. Additional… more
- Adecco US, Inc. (Madison, WI)
- …The New Business Specialist primarily processes life insurance and annuity applications. Additional responsibilities include effectively review, process, audit and ... issue life insurance and annuity applications based on state and company requirements and...Accurately process routine and moderately complex life insurance and annuity applications** Be able to process the majority of… more
- Randstad US (St. Paul, MN)
- …4:45 PM education: Bachelors Responsibilities + Instrumental in processing all Annuity Applications (Incoming rollovers, 1035 exchanges, Direct Transfers, etc) + ... funds coming from other financial institutions via phone or email + Review annuity applications for completion and accuracy + Data input of missing information into… more
- Headquarters, Air Force Reserve Command (March AFB, CA)
- …and 8412(e), Immediate Retirement; 5 USC 8339(e) and 8415(d), Computation of annuity ). In order to qualify, you must meet the specialized experience requirements ... 5 USC 8336(e), Immediate Retirement; 5 USC 8339(3) and 8415(d), Computation of annuity , and 8412(e). RE-ENTRY REQUIREMENTS: ATC Specialist in receipt of a refund, of… more
- Federal Law Enforcement Training Centers (Glynco, GA)
- …annuitants' annual salaries will be reduced by the amount of their retirement annuity and by further cost of living increases. FERS retirees receiving a FERS ... annuity supplement must also be aware that, like social security benefits, their FERS annuity supplement is subject to an earnings test and may be reduced if the… more