Annuity Specialist
Job Description
Policy Services Specialist
Our client located in The Woodlands, Texas is in need of a Annuity Policy Services Specialist. This is an onsite contract-to-hire opportunity.
Company Profile
A well-established estate planning and insurance services organization specializing in annuities, life insurance products, and retirement planning solutions. They provide personalized service to clients throughout the policy lifecycle and are seeking a detail-oriented professional to support their growing operations.
Annuity Policy Services Specialist Role
Work directly with Agents to prepare, process, and submit annuity applications
Handle correspondence and communications with insurance carriers
Assist clients with policy service requests including: Death claims, Required Minimum Distributions (RMDs), Beneficiary changes, Withdrawals, and other policy servicing needs
Monitor pending business and proactively follow up on outstanding client and carrier requests
Maintain accurate customer files and policy records
Keep Accounting informed regarding the processing and issuance of annuity applications
Prepare and submit weekly reports detailing pending business activity and annuity application status updates
Maintain and update client databases and records
Compile and maintain current client lists
Manage schedules and coordinate client appointments for Agents as needed
Build and maintain professional relationships with clients through ongoing communication and support
Utilize Salesforce, Firelight, and other insurance agency systems to process and upload applications
Perform additional administrative and operational duties as assigned
Assist with occasional client appreciation and marketing events held outside normal business hours
Support event setup, attendee registration, appointment scheduling, and administrative functions during company-sponsored seminars and movie events
Participate in approximately 1-2 evening marketing events per month as business needs require, these events can last till 9 pm.
Annuity Policy Services Specialist Background Profile
High school diploma or equivalent required
Minimum of 3 years of annuity processing experience required
Strong knowledge of annuity and life insurance products required
Experience communicating directly with clients and agencies required
Experience utilizing Salesforce, Firelight, or similar insurance processing platforms preferred
Strong proficiency with Microsoft Office Suite, including Excel required
Ability to manage multiple priorities while meeting deadlines
Strong attention to detail and organizational skills
Ability to work effectively in a fast-paced environment with competing priorities
Professional communication and relationship-building skills