Annuity Operations Analyst

Brooklynonsitemid$48K – $72K

Posted today · via Workday

About this role

Location: 4900 Tiedeman Road, Brooklyn Ohio The annuity operations team provides back-office support for Key Investment Services advisors with new annuity and life insurance orders as well as the maintenance of existing annuity policies. Essential Job Functions for the Annuity Operations Analyst are as follows: Review annuity applications and related documentation Work with KIS advisors to ensure funding is in place for annuity orders Assist with annuity linking and delinking requests Process manual annuity and life insurance orders Assist advisors with questions regarding rep changes on annuity policies.…

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What we'd score you on

reqspace match rubric

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1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Brooklyn. We weight your proximity and willingness to relocate.

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