05/04/2026
Job Responsibilities and Requirements Reliance Standard is seeking a detail-oriented, motivated, and collaborative Annuity Associate to join our dynamic Intake team. This individual will be responsible for processing new annuity applications, ensuring data accuracy, entering case files, and supporting various administrative functions. The role plays a vital part in maintaining regulatory compliance, supporting service excellence, and contributing to the successful entering of annuity contracts. Meet or exceed department service level agreements (SLAs) for application intake and processing. This is an excellent opportunity for someone with strong organizational, communication, and analytical skills to build a long-term career in the retirement and annuities industry. Duties & Responsibilities: Application Processing Receive and conduct an initial review of new annuity applications for accuracy, completeness, and compliance. Enter application data into the...
Reliance Matrix
Philadelphia, PA
Full Time
