- 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
- Aegon Asset Management (Cedar Rapids, IA)
- …the ability to support both strategic and tactical initiatives to grow annuity sales and profitability. Responsibilities: + Utilizes a thorough understanding of the ... business to proactively oversee and direct the development of financial reports and complex models for forecasting, trending and results analysis + Ensures the interpretation of analysis is credible and explainable + Directs/reviews preparation of applicable… more
- NTT DATA North America (Boston, MA)
- …organization, apply now. We are currently seeking a Sr Data Engineer (Life and Annuity ) to join our team in Boston, Massachusetts (US-MA), United States (US). Job ... Description: Job Duties: * At least 6+ years of relevant experience in design, development, complete end-end design of enterprise-wide big data solution. * Experience in designing & developing a big data solution using Spark, Scala, AWS Glue, Lambda, SNS/SQS,… 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
- 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
- TD Bank (Keene, NH)
- …customer financial needs + Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD ... + Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and… more
- Athene (West Des Moines, IA)
- …a key liaison across internal business units and external regulators, ensuring annuity products, advertising materials, and Pension Group Annuity (PGA) filings ... to obtain prompt approvals of form filings including advertising materials, retail annuity business and Pension Group Annuity ("PGA") business. + Proactively… more
- Raymond James Financial, Inc. (Memphis, TN)
- …ideal candidate will have a passion for providing excellent customer experience to our annuity contract owners and financial advisors of the firm. The person in this ... position must understand all aspects of variable annuity products and have the ability to communicate post-issue...for coordinating and communicating with carriers on various variable annuity requests as necessary. Fosters and assists in the… more
- TIAA (New York, NY)
- …actuarial liabilities and capital position to ensure adequate financial strength of annuity and life insurance product lines, as well as overall financial strength ... company. + Experience studies and assumption development for the annuity and life insurance lines of business. + Asset...business. + Asset and liability modeling and analyses of annuity and life insurance lines of business including financial… more
- Athene (New York, NY)
- …in driving innovation and expanding Athene's product offerings beyond the traditional retail annuity market. This role will spearhead the design and launch of new ... identify opportunities for Athene to provide products outside of traditional annuity distribution channels. + Sets immediate short-term and long-term strategic… more