Income Annuities Operations Specialist

16 hours ago


Tampa, Florida, United States Axelon Full time
Job Title: Income Annuities Operations Analyst

At Axelon, we are seeking a highly skilled Income Annuities Operations Analyst to join our team. This is a remote position with occasional in-office requirements in Tampa.

Key Responsibilities:
  • Review and process income annuity policies, ensuring accuracy and compliance with company procedures.
  • Manage and maintain complex transactions, requiring advanced Excel skills and attention to detail.
  • Collaborate with internal departments to ensure seamless processing and submission of requests.
  • Communicate effectively with customers through written correspondence, as needed.
  • Stay up-to-date with industry developments and regulatory changes, applying knowledge to improve operational efficiency.
Requirements:
  • 13+ years of experience in annuities, contracts, beneficiaries, and benefits changes.
  • Advanced Excel skills and experience with complex transactions.
  • Excellent research and analytical skills, with a keen eye for detail.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Computer literacy and proficiency in process and procedure management.
What We Offer:

Axelon provides a dynamic and supportive work environment, with opportunities for growth and professional development. We offer competitive compensation and benefits packages, as well as a collaborative team atmosphere.



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