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 Administration Non-Financial Processor performs foundational tasks related to servicing in force annuity contracts. Responsibilities include executing standard non-financial transactions, updating client records and supporting daily operations within defined procedures. This role requires accuracy, base product knowledge and strong adherence to compliance protocols.

How You’ll Contribute:

• 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.

• Assist with processing all types of annuities in force transactions as needed

• Provide information regarding contract values, request status updates, withdrawals, outstanding requirements, and any other transaction related to Annuity Administration

• Review and validate documentation to ensure request meets regulatory, product and policy standards before processing. Verify all required information is complete. If something is missing, prepare and send a request for not in good order requirements to the financial representative or contract owner either via email, mail or outbound call to communicate

What We’re Looking For:

• Bachelor’s degree in a related field or equivalent experience.

• 3+ years of operational/customer service or processing experience or a combination is preferred; annuity experience preferred

• Proven ability to communicate effectively

• Strong problem-solving skills and experience working in a fast-paced environment

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.

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