11/03/2025
Job Responsibilities and Requirements This role has day to day responsibility for overseeing the handling of all incoming service requests from our contract holders. These requests include all annuity transaction types that can occur after contract issue, including but not limited to, surrenders, death claims, systematic withdrawals, electronic deposit changes, annuitizations, transfers, and index strategy reallocations. The incumbent will serve as mentor to disbursement analysts and quality controller for all inbound service requests, and will work closely with leadership to identify areas of opportunity for improvement, including training needs, process enhancements, technology needs and performance management risks. Operational Effectiveness: Supervise the daily operations of a team of Annuity Analysts within the administration department, providing assistance in processing complex disbursement transactions. Drive the analysis of daily transaction volume and...
Reliance Matrix
Philadelphia, PA, USA
Full Time
