Customer Experience Senior Specialist- Annuity Operations

Responsible for managing Annuity transactions from submit through execution. Requires independent problem solving and research skills, urgency in resolving requirements to process transactions and coordinating communication surrounding the transaction activity. This position must take ownership of individual and team workloads and service standards through completion of the transaction process while providing details and consistent communication to internal and external partners.

Primary job functions include processing and managing requests such as financial changes, address updates, EFT changes, beneficiary updates, and court-ordered payment redirections. Will also need to review and verify data accuracy, ensure proper transaction setup, and approve payment releases within authority limits. Handle payment issues including returns, cancellations, and stop payments while meeting or exceeding team and individual goals.

Deliver exceptional customer service via phone and written correspondence to brokers, offices, annuitants, agencies, and attorneys. Support system improvements and training by recommending upgrades, participating in development, testing, and ongoing learning.