Income Annuities Operations Specialist

3 weeks ago


Tampa, Florida, United States Axelon Services Corporation Full time

Job Title: Income Annuities Operations Specialist

Job Summary: We are seeking a highly skilled Income Annuities Operations Specialist to join our team at Axelon Services Corporation. The ideal candidate will have 1-3 years of experience in annuities, contracts, beneficiaries, and benefits changes on income annuity policies.

Key Responsibilities:

  • Receive and review forms for good order
  • Process requests in the system
  • Write letters to customers
  • Ensure calculations are correct prior to submission to internal departments

Requirements:

  • Advanced Excel experience required
  • Attention to detail and researching skills
  • Previous financial or insurance experience is highly desirable
  • Quick learner with advanced skills for complex transactions
  • Computer literate and able to follow process and procedures well

Working Conditions: This is a remote position with occasional in-office requirements in Tampa.



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