Annuities Associate Sr
Country Companies
Experience more with a career at COUNTRY Financial!
We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role
As an Annuity Associate, you'll respond to inquiries from home office, Agency partners, and customers regarding account setup, compliance questions, contributions, distributions, transfers, rollovers, conversions, and recharacterizations. You'll review and process claims, investigate additional information needs, and handle in-force policy changes and service requests.How does this role make an impact?
• Exercise product knowledge and ability to read contract language to ensure best practices are adhered to.
• Conduct the annuity policy process full cycle.
• Reviews and responds to policy transaction requests including changes, reinstatements and the associated accounting.
• Researches and provides potential solutions for escalations working across operational partners and leaders.
• Keep up to date with products, processes, and regulations impacting new business, policy servicing, claims, and/or other areas as applicable to ensure end-to-end support.
Do you have what we're looking for?
- Typically requires 2+ years of relevant experience
- Knowledge of annuity products or life insurance
Base Pay Range:
$47,600-$65,450The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for a Short-Term Incentive plan.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We’re a big company, yet small enough you can make an impact and won’t get lost in the shuffle. You’ll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Come join our team at COUNTRY today!