- Raymond James Financial, Inc. (Troy, MI)
- **Essential Duties and Responsibilities** + Perform initial review of annuity applications and requirements + Perform timely entry of initial applications + ... Close cases that are not in good order in appropriate timeframe + Support Annuity Care Specialists with daily tasks as needed + Manage status mailbox for resolutions… more
- USAA (San Antonio, TX)
- …of analysts responsible for Analytics, Reporting, Dashboarding and Data Ad hoc for the Annuity and Health lines of business. This leader will work closely with our ... Decision Science Analysts and Business Intelligence Analysts + Working knowledge of Annuity and Health products + Knowledge of data and analytical capabilities… 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
- DXC Technology (Nashville, TN)
- …+ High School Diploma completed + 2+ years of relevant **Life and Annuity insurance policy** experience are mandatory + Business and analytical critical thinking ... skills are required + Great communication skills and exceptional typing and documenting skills + Ability to work independently + Ability to follow oral and written directions + Microsoft Office and MS Teams work experience + Inbound/outbound customer service… more
- Insight Global (Philadelphia, PA)
- …for completeness. -Receive and review incoming checks for completeness. -Deposit annuity premium checks daily. -Process applications and corresponding paperwork and ... document any outstanding requirements. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes… more
- DXC Technology (Plano, TX)
- …DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data architectures, and ensuring ... security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and… more
- DXC Technology (Charleston, SC)
- …About DXC Technology: DXC Technology is a leading global provider of information technology services and solutions, delivering innovative business outcomes to ... customers in over 70 countries. Our Insurance Software and Business Process Services (BPS) division is dedicated to transforming the insurance industry through cutting-edge technology, data-driven insights, and strategic business process management. Product… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Support branch operations by managing advisor transitions, account updates, and documentation. + Process new business applications and handle money movement ... requests in accordance with compliance standards. + Assist advisors by execute trades and process account activity. + Respond to advisor and client inquiries via phone and email, ensuring timely and accurate follow-up. + Monitor and manage shared team email… more
- Athene (West Des Moines, IA)
- …stakeholders and external regulatory agencies, ensuring timely and compliant filings for annuity products, advertising materials, and Pension Group Annuity (PGA) ... + Review and approve contract form pages to confirm annuity contracts issued to customers align with approved state...groups to stay current on trends and developments in annuity product regulation. + Perform additional compliance projects and… more
- Guardian Life (Bethlehem, PA)
- …and external wholesalers. The role will serve as a key contributor to annuity line strategy, enablement, and regulatory support, with a strong focus on ... Campaigns:** Design, launch, andoptimizemarketing campaigns specifically geared toward third-party annuity partners, their financial professionals,and their clients. Collaborate with… more