Role Summary:

This position is responsible for the daily review of annuity transactions to assess suitability in accordance with company standards.  

Role-Specific Responsibilities:

• Perform timely determinations regarding whether to accept or decline an application based on company and regulatory guidelines.
• Review annuity new business and suitability documentation. Gather additional information and provide analysis, extensively document decisions and actions, evaluate and execute information for final suitability recommendation.
• Build and maintain strong working relationships with internal partners and agents to communicate and educate on the company’s suitability guidelines.
• Maintain efficient customer service standards.
• Maintain comprehensive knowledge of offered annuity products and suitability guidelines outlined by the company.

Risk Responsibilities:

• Effectively communicate and provide agents, company personnel, and third-party administrator with support and education on the company’s suitability program.
• Resolve moderate to complex operational issues pertaining to suitability review and guidelines.
• Maintain strong working knowledge of the company’s products, administrative systems and procedures.

Education and Experience 

• AA or BA degree preferred.
• Relevant experience considered in lieu of degree.
• 2 years of life and/or annuity experience, with focus on data, quality standards, documentation, audit, and/or implementation of regulatory changes.
• Project Management or Business Analyst experience a plus.
• LOMA coursework and/or formal business process improvement training such as Six Sigma is a plus.

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