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Penn Mutual · 19 hours ago

Variable Annuities Operations Specialist

United States

Full-time

Remote

Mid Level

$65K/yr - $75K/yr

3+ years exp

Penn Mutual is a company that has empowered individuals and businesses for over 175 years. They are seeking a Variable Annuities Operations Specialist who will handle and process annuity transactions, ensuring compliance with company policies and regulatory requirements while maintaining accurate documentation.

Financial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Demonstrate a comprehensive understanding of variable annuity products, to process transactions efficiently and with attention to detail

Accurately document and process records in accordance with department policies and regulatory guidelines, ensuring consistency and quality

Address issues related to annuity transactions and escalate concerns when necessary, using problem-solving skills to ensure compliance and operational efficiency

Navigate multiple administrative systems and utilize workflow and imaging tools to manage and document necessary information related to annuity products

Investigate and resolve operational questions or issues that may arise during transaction processing, following up as needed to ensure timely resolution

Identify, recommend, and implement ongoing process improvements in alignment with regulatory requirements and company standards

Adhere to Service Level Agreements (SLAs) and meet individual/team performance metrics

Maintain compliance with all company policies and procedures, ensuring regulatory and job training requirements are completed successfully

Collaborate with internal departments to ensure operational efficiency and meet internal and external client expectations

Work core business hours between 10:30 AM and 7:00 PM EST

Qualification

Variable annuity knowledgeTransaction processingRegulatory complianceFINRA Series 6Analytical skillsCustomer service experienceProblem-solvingAttention to detailMulti-taskingSystem navigationCommunication skillsTeam collaboration

Required

H.S. Diploma or Equivalent Required

3-5 Years customer service experience Required

Experience with individual life insurance/annuity products Required

FINRA Series 6 Required

Strong ability to comprehend and manage complex annuity-related information

Capacity to adapt to ever-evolving technologies and processes within the organization

Excellent analytical and organizational skills with high attention to detail in transaction processing and documentation

Strong problem-solving abilities, with a focus on identifying underlying issues and ensuring accurate resolutions

Ability to handle multiple tasks efficiently while maintaining attention to detail and meeting deadlines

Excellent verbal and written communication skills for internal documentation and team collaboration

Ability to work collaboratively in a team environment while maintaining a self-driven and proactive approach to tasks

Proficiency in navigating multiple systems and tools used for transaction management and documentation

Preferred

Bachelor's Degree Preferred

Company

Penn Mutual

Glassdoor3.7

Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.

Founded in 1847

Philadelphia, Pennsylvania, USA

1001-5000 employees

https://www.pennmutual.com/

H1B Sponsorship

Penn Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (9)

2024 (3)

2023 (3)

2022 (12)

2021 (9)

2020 (6)