Senior Operations Processor

Job Summary

Independently managing a wide range of annuity new business transactions, the full-time Senior Operations Processor will handle application receipt, entry, requirements management, funding, and contract delivery in a fully remote environment while effectively communicating with Financial Professionals to resolve issues and enhance workflow efficiency.

Key responsibilities

• Process standard and complex transactions, ensuring adherence to quality, compliance, and service standards
• Respond to inquiries from business partners or clients, providing accurate updates and resolving questions independently
• Research and resolve exceptions by applying policies, coordinating with partners, and documenting resolution steps

Required qualifications

• High School Diploma/GED required; Bachelor's Degree or equivalent experience preferred
• 3+ years of experience in annuities, insurance, or financial services operations
• Strong working knowledge of operational workflows, policies, and system navigation
• Proficiency with Microsoft 365 and basic proficiency with AI tools (e.g., Microsoft Copilot)
• LOMA designation (FLMI, ALMI, ACS, etc.) preferred