In-Force Financial Processor

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters:

The Annuity Financial Processor handles more complex servicing requests and financial transactions, including fund reallocations, RMDs and withdrawals. This role requires a higher level of annuity product and compliance knowledge. 

How You'll Contribute:

• Accurately providing information to all incoming inquiries regarding annuity , associated paperwork, tax implications, product information, procedures, and regulations

• Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken.

• Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.

• Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager

• Takes ownership of customer requests through to completion and notifying appropriate personnel if problems exists.

• Display a positive attitude while adapting and being receptive to change

• Takes initiative in learning more by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls

• Excel in a culture that involves ongoing coaching and feedback from a variety of sources, in order to ensure the customer’s needs are met

• Display actions that align with our Vision, Mission, and Values

What We're Looking For:

• Requires excellent written and verbal communication skills

• 3 or more years operational or processing experience, annuity experience preferred

• Strong commitment to customer service and quality required

• Proven decision-making skills and ability to multi-task required

• Effective analytical, problem solving and mathematical skills

• BA/BS degree preferred, or equivalent experience required

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.  Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.  Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.