Annuity Services Director jobs in the United States

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Operations Support Services Representative
  • Americo Financial Life and Annuity
  • Kansas, MO FULL_TIME
  • Operations Support Service Representative

    Job Description: 
    Effective document management and processing throughout the company begins with the work that is done in Operations Support Service.  Because of the variety of documents that come in, Representatives will become familiar with the various operational functions of Americo’s many departments.

    We are currently looking for a Representative (Trainee to Senior) in our Operations Support Service Department. The Representatives in this department have the critical job of supporting all departments at Americo, as well as our Policyholders and Agents. They are responsible for a diverse set of functions.

    Key Responsibilities: 

    • Review all incoming mail and prep each item to be scanned into the system
    • Review documents and accurately identify all departments they need to be assigned
    • Retrieve the company’s archives when requested by the business
    • Sort and deposit incoming checks, accurately recording each transaction
    • Update addresses in the various administrative systems for policy holder and agents
    • Process returned correspondence and conduct research to identify the correct mailing addresses
    • Follow special procedures for international correspondence, completing searches for policies


    Job Qualifications: 
    Individuals interested in the Operations Support Service Representative position must have a combination of good typing skills, education, a professional mindset and a solid work history.  PC skills and typing at least 50 WPM are highly preferred.  We are looking for a detail oriented self-starter, who is also a team player with a strong work ethic.

    • Good Typing Skills 50 Words Per Minute
    • College Education is preferred
    • Professional Mindset
    • Solid Work History
    • PC Skills
    • Detail Oriented
    • Team Player
    • Strong Work Ethic

     

    Americo: We’re in this for life!
    The roots of the Americo family of companies date back more than 100 years.  Americo is a Life Insurance and Annuity company providing innovative products to our customers.  At Americo, it’s the people who make things work, so we hope you join us!


    What you’ll love about working at Americo:

    • We offer a comprehensive paid training program that will make you feel prepared and excited about your role.  
    • We place true value in work/life balance. We offer generous Paid Time Off and 11 Company Paid Holidays to all associates.
    • Health and Well-Being: We are proud to offer subsidies to support your health and fitness goals by providing gym membership subsidies 
    • Prepare for your Future: Americo offers a 401(k) with a company match
    • Opportunities to Give Back! We support several local organizations like Ronald McDonald House, Hope Lodge, American Red Cross, Harvester’s, and many more.
    • Company Culture and Team-building: Americo participates in Kansas City Corporate Challenge, hosts company-sponsored events, and bring ice cream and coffee trucks on-site to show our appreciation
    • Continued education and development: We offer multiple ways to continue education and career development with leadership programs, networking events, LOMA courses, tuition reimbursement, etc.
    • Flexible work schedule: Associates will train in office (up to 3 months) and then have the opportunity to work a hybrid schedule if they meet certain job expectations
    • As an associate, you will receive complimentary paid parking near our Americo offices
    • We are conveniently located in Downtown Kansas City, within walking distance to top attractions and restaurants
  • 1 Month Ago

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Field Supervision Director - Annuity
  • Edward Jones
  • Saint Louis, MO FULL_TIME
  • At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have loca...
  • 10 Days Ago

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Director, Actuary (Annuity Calculation Management)
  • Prudential Ins Co of America
  • Virtual Office, PA FULL_TIME
  • Job Classification: Actuarial - Actuarial The Annuity Calculation Management team is responsible for all technical aspects of annuity product initiatives and ongoing management of the current annuity ...
  • 13 Days Ago

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Life & Annuity Insurance Specialist ~ Chicagoland
  • Auto Club Services Inc
  • Downers Grove, IL FULL_TIME
  • It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Salary Job Description: Why Choose a Career with the AA...
  • 10 Days Ago

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Internal Retail Annuity Sales Agent
  • INDEPENDENT ADMINISTRATIVE SERVICES, LLC
  • Noblesville, IN FULL_TIME
  • Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions f...
  • 3 Days Ago

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Annuity New Business Case Manager
  • Legend Financial Marketing Services
  • Palm Beach Gardens, FL FULL_TIME
  • About us Legend Financial Marketing Services is a small business in Palm Beach Gardens, FL. We are professional, fast-paced, creative and our goal is to elevate our producers’ success. Our business mo...
  • 25 Days Ago

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Director of Preconstruction
  • Wallick Communities
  • New Albany, OH
  • Description W allicks Construction team is currently seeking a n experienced Construction professional for a Director of...
  • 5/19/2024 12:00:00 AM

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Program Director
  • CESO, Inc.
  • Columbus, OH
  • Are you a Program Director for an architectural department seeking purpose, challenge, and talented colleagues? With a d...
  • 5/17/2024 12:00:00 AM

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Director, Healthcare Foodservice
  • HHS Culinary and Nutrition Solutions, LLC
  • Columbus, OH
  • Relocation Required Culinary Director, Hospital Food Service CDM Required St Rita's Medical Center, Lima OH Salary $100,...
  • 5/16/2024 12:00:00 AM

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Director of ERP
  • Revel IT
  • Columbus, OH
  • Our Columbus, Ohio client has a full time opportunity for a Director of ERP who directs and coordinates the development,...
  • 5/16/2024 12:00:00 AM

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Program Director
  • Columbus Medical Association and Affiliates
  • Columbus, OH
  • Program Director, Made for Medicine The Columbus Medical Association’s Made for Medicine (MfM) program is designed to su...
  • 5/16/2024 12:00:00 AM

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Director of ERP
  • Revel IT
  • Columbus, OH
  • Our Columbus, Ohio client has a full time opportunity for a Director of ERP who directs and coordinates the development,...
  • 5/16/2024 12:00:00 AM

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Maintenance Director
  • Wallick Communities
  • Hilliard, OH
  • Description We need you at The Ashford at Sturbridge as the Maintenance Supervisor! Come be a part of the Wallick Senior...
  • 4/26/2024 12:00:00 AM

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Director of Preconstruction
  • Wallick Communities
  • New Albany, OH
  • Description Wallick’s Construction team is currently seeking an experienced Construction professional for a Director of ...
  • 4/3/2024 12:00:00 AM

Income Estimation for Annuity Services Director jobs
$136,615 to $184,529

Career Path for Annuity Services Director