- JPMorgan Chase (Los Angeles, CA)
- …trusts and estates, loans, mortgages, and deposits. As the Western Divisional Annuity Specialist, you will support advisors within JP Morgan's Wealth Management ... divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based… more
- Guardian Life (Holmdel, NJ)
- Guardian is seeking an experienced and motivated Actuary to join Guardian's Annuity Pricing Team. The successful candidate will play a crucial role in the pricing, ... reporting for both existing and new individual and group annuity products. This position requires a highly analytical and...modeling and reporting + Knowledge of individual or group annuity products, such as Fixed Income Annuities, MYGA, FIA,… more
- Guardian Life (New York, NY)
- Our Head of Annuity Marketing will lead marketing strategy and support for the annuity line of business, reporting to the Head of Product and Enablement ... for creating an overarching strategy for the Individual Markets Annuity line of business. This strategy will include marrying...maintain, and update materials for products offered through the annuity line of business. + Provide product and program… more
- Lincoln Financial Group (Columbus, OH)
- …73939 **The Role at a Glance** We're excited to bring on an Actuary, Annuity Model Development, to play an integral role focused on developing industry-leading model ... model enhancements and collaborate with the rest of the Annuity Model Development team to implement model enhancements appropriately...and enhancements. + Assist with the process of the Annuity Model Development team taking ownership of Annuity… more
- Lincoln Financial Group (Radnor, PA)
- …Lincoln Financial Group has an exciting role open for an Associate Actuary, Annuity Valuation where you will join the valuation production team for indexed, fixed, ... with key business partners. You will play an integral role in providing annuity reserving and support key business objectives. **What you'll be doing** What you'll… more
- Guardian Life (New York, NY)
- The Annuity Product Manager will support the Annuity Product Management and Development Team in all aspects of the design, development, maintenance, launch, and ... sign-off on the creation, modification, and/or maintenance of all annuity applications and forms. + Respond to Operations and...obtain the appropriate comments and sign-off. **Assist with Fixed Annuity Rate Setting** + Assist with loading of New… more
- JPMorgan Chase (Jersey City, NJ)
- …financial health and achieve peace of mind in retirement. Job Summary: As an Annuity and Life Insurance - Marketing Manager - Vice President within the Wealth ... role in promoting the growth and awareness of our annuity and insurance offerings across our wealth management channels....and sales partners. + Oversee the Life Insurance and Annuity internal intranet pages to ensure product content, resources,… more
- Lincoln Financial Group (Columbus, OH)
- …#:** 73934 **The Role at a Glance** As an Actuary of the Annuity Inforce Model Governance and Stewardship team, you will perform comprehensive reviews of ... various models used in the Annuity business unit for purposes of valuation, projections, pricing,...team to identify and understand required changes to AXIS annuity models + Provide detailed checks of model validations… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Job Summary:** Under general supervision, provides support and assistance to Annuity Care Department to facilitate the processing of annuity ... **Essential Duties and Responsibilities:** * Perform initial review of annuity applications and requirements * Perform timely entry of...not in good order in appropriate timeframe * Support Annuity Care Specialists with daily tasks as needed *… more
- State of Massachusetts (Boston, MA)
- …General Court. EOVS currently seeks a candidate to join their team as the Annuity Supervisor. In this role you will oversee the administration of the Annuities ... eligibility status. * Prepares response letters regarding matters pertaining to the Annuity program. * All other duties as assigned. *_Preferred Qualifications:_* *… more
- USAA (Phoenix, AZ)
- …part of what makes us so special! **The Opportunity** As a dedicated Life, Annuity , and Health Service Specialist, you will support company goals to become the ... and fulfills member service requests for all life policy, annuity and health policy changes through various member contact...+ At least 6 months of Life Insurance and/or Annuity Service experience + Bachelor's degree in Accounting, Finance,… more
- Equitable (Charlotte, NC)
- Sr. Product Manager (Financial Services or Annuity Knowledge Required) ( 240000M0 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... Qualifications** + Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data analysis is a plus +… more
- Brokers International (Urbandale, IA)
- We are currently seeking dedicated and driven Annuity Sales Support Consultants to join our team. The Annuity Sales Support Consultant role is responsible for ... assisting agents throughout the entire sales process. To be successful, you must have a can-do attitude, think outside the box, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …education, and/or training approved by Human Resources * Previous Annuity Field Sales Experience Preferred. **Licenses/Certifications:** * Insurance license ... required. * FINRA Series 7 required. **Job:** Business Development **Primary Location:** US-MA-Boston-Boston **Other Locations:** US-NJ-Newark-Middletown, US-NY-New York-New York City, US-CT-Greenwich-Greenwich **Organization** Private Client Group… more
- MetLife (Westerly, RI)
- Job Title: Annuity Supervisor Location: Warwick, RI. Virtual Role with In-Person Training. New hires must live within a commutable distance of our Warwick location. ... Key Responsibilities: * Virtual roles predominately work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc. * Supervise and lead a team of customer care associates who… more
- DXC Technology (Springfield, IL)
- …to quickly learn servicing systems. + Strong understanding of the life and annuity industry. + Comprehensive knowledge of various policy types and their impact on ... claims. + Accounting knowledge is highly desirable. + Exceptional written and oral communication skills. + Ability to start quickly and show passion for delivering on the promise. **Work Environment:** + **Remote Work:** This position is fully remote. We will… more
- Ricoh Americas Corporation (Atlanta, GA)
- …+ Achieve and/or exceed assigned Aftermarket gross profit and revenue sales targets and business objectives by proactively engaging dealers to market the GDP / ... "Sole-Source" program. Manage Dealer commitment and program compliance. + Effectively understand and use RICOH analytics to identify and quantify lost Dealer aftermarket revenue. Communicate non-compliance intel to National Aftermarket Manager & Region market… more
- TEKsystems (Urbandale, IA)
- …Answer calls, emails, and chats from Agents and clients, responding to inquiries and requests accordingly. Become an expert in our best-in-class technology platforms ... to provide an unprecedented technology experience to our customers, showcasing our capabilities. Participate in design, testing, and evolution of our technology. Process transactions in a timely manner, ensuring operational excellence. Use sound judgement in… more
- DXC Technology (Springfield, IL)
- …**Essential Job Functions:** + Follows procedures to process death claim transactions by corresponding with agents, beneficiaries, and other departments regarding ... contracts + Willingness to learn new payment processes and/or other processes within death claims depending on where the need is on any given day + Responsible for the accurate handling and timely execution of any contract worked + Ensure transactions are… more
- Health Advocates Network (Harrisburg, PA)
- …Pennsylvania State Board of Medicine. Must be able to review disability annuity applications and attendant medical records and other documentation, testify, consult ... Any recommendation not to approve an application or to continue a disability annuity shall include a written explanation of the reason for such recommendation. Must… more