- Lincoln Financial (Charlotte, NC)
- …reserves and capital results under VM-21 for reporting and Lincoln's variable annuity hedging program. *Partner with Market Risk Management to report the VA ... National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… 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
- USAA (San Antonio, TX)
- …data-driven decision making. This team, more specifically, supports our Health and Annuity product lines, their respective claims and sales functions, and various ... other back-office functions. This role will provide decision support for business areas across the enterprise. Staff in this area will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to… more
- Raymond James Financial, Inc. (Troy, MI)
- …Responsible for building and maintaining relationships with financial professionals to generate Annuity , Life Insurance and Asset Based Long Term Care sales within a ... specific territory. + Educates financial professionals on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. + Develops and… 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
- DXC Technology (Austin, TX)
- **Job Description:** **Principal Responsibilities:** + Provide service to Annuity or Life customers who possess a policy by responding to requests via telephone ... regarding insurance and other financial service products and benefit plans + Research and respond to requests and discuss options regarding various aspects of the policy, for example, status of claims, policy provisions, values, basic procedures, etc. +… more
- Raymond James Financial, Inc. (Troy, MI)
- …Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution Team. This ... role ensures smooth onboarding, accurate processing, and timely resolution of service issues while coordinating with internal departments, advisors, and insurance carriers. **Essential Duties and Responsibilities** + Support branch operations by managing… more
- Raymond James Financial, Inc. (Troy, MI)
- …Under direct supervision, the Service Associate provides foundational support to the One Insurance Solution Team. This role focuses on administrative tasks, advisor ... service, and operational support while building knowledge of insurance processes and internal systems. **Essential Duties and Responsibilities** + Monitor and manage shared team email inboxes, ensuring timely responses and task routing. + Sort, scan, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under limited supervision, uses specialized knowledge and skills obtained through education, experience and/or specialized training to communicate assigned product ... information, analysis, and investment solutions to financial advisors/brokers and agents. Also, assists in the preparation of publications and performs maintenance and upkeep of departmental spreadsheets, databases, and web pages. Participates in defined… more
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