Job title: Annuity Values Processor

Location: Remote



Overview

Reviews and processes requests for surrenders and partial withdrawals from annuity contracts, researches policy details to ensure transactions can be made. Fields inquiries about annuity products and services, answers questions and resolves routine inquires; reviews records and policies as needed to provide appropriate response. Responds to internal/external inquiries and researches policy history as needed.

Core Responsibilities:

Reviews surrender and withdrawal requests from agents and customers; determines whether requested transaction is a surrender, partial withdrawal and/or transfer to pay premium or deposit values. Initiate conservations process and prepare correspondence.

Processes policy and general accounting transactions in administrative systems, using appropriate codes and crediting and d...