Insurance & Annuities Administrator

📋 Description

• Conduct administrative review of new annuity and life insurance orders to confirm required
• Support Financial Professionals with state insurance licensing requirements, renewal reminders
• Collaborate with the Vice President, Director of Insurance & Annuities on support processes and
• Submit and monitor carrier appointment requests on behalf of Financial Professionals, including
• Assist with AFFIRM and RightBridge Annuity Wizard cases.
• Process and reconcile monthly insurance and annuity commission reports, identify discrepancies, and

🎯 Requirements

• Prior experience supporting insurance, annuity, wealth management, brokerage, banking, or financial
• Strong administrative, organizational, and follow-up skills with the ability to manage multiple
• Proficiency with Microsoft Outlook, Excel, Word, Teams, CRM and web-based workflow or document
• Knowledge of Annuity, Life Insurance, Long Term Care & Disability Insurance products, new
• Excellent written and verbal communication skills, including the ability to explain processes and
• High attention to detail and accuracy when reviewing forms, reports, and transaction documentation.

🎁 Benefits

• Medical, dental and vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional development opportunities
• Tuition reimbursement ($15,000 lifetime cap)