Pension Risk Annuity Underwriter

Job Summary

A company is looking for a Pension Risk Annuity Underwriting Specialist who will facilitate the onboarding of new institutional retirement income annuities.

Key Responsibilities

• Gather annuitant data required for setting up annuitants in the administrative system for sold Pension Risk Transfer cases
• Conduct research to secure additional data necessary for benefit and pricing determinations
• Communicate with contract holders, brokers, and other sources regarding underwriting guidelines and decisions

Required Qualifications

• Seasoned knowledge of retirement plans, products, design, administration, and regulatory requirements
• Ability to work independently and make decisions using sound reasoning
• Financial aptitude for understanding pricing strategies and their impact on financial results
• Bachelor's degree preferred or 4-7 years of annuity underwriting experience
• Must be able to work remotely with access to high-speed internet in the United States or Puerto Rico