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Annuity Operations Jobs (NOW HIRING)

TheAnnuity Operations Analystserves as the analytical partner to Inforce and Claims leadership,supportingefficiency, accuracy, andconsistent operational executionacross the annuity product lifecycle.

Annuity Operations * Advises annuity operations teams on contract interpretation and administration of annuity transactions, including surrenders, withdrawals, annuitizations, required minimum ...

Annuity Operations * Advises annuity operations teams on contract interpretation and administration of annuity transactions, including surrenders, withdrawals, annuitizations, required minimum ...

About the role Ethos is looking for an Annuity Operations professional that's highly enthusiastic about working in a rapidly growing business. You will be responsible for driving the Annuity Ops team ...

About the role Ethos is looking for an Annuity Operations professional that's highly enthusiastic about working in a rapidly growing business. You will be responsible for driving the Annuity Ops team ...

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Annuity Operations information

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$9

$24

$49

How much do annuity operations jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for annuity operations in the United States is $24.15, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $27.64 per hour, depending on experience, location, and employer.

What is annuity operations?

Annuity Operations refers to the department or team within a financial services organization that manages the administrative processes related to annuity products. These operations include tasks such as processing new annuity applications, handling policy changes, managing payouts, ensuring compliance with regulations, and providing customer service to policyholders. Professionals in Annuity Operations play a crucial role in ensuring the smooth and accurate management of annuity contracts from issuance to maturity or payout. Their work helps clients and beneficiaries receive timely and accurate payments and information.

What are the key skills and qualifications needed to thrive in annuity operations?

To thrive in Annuity Operations, you need a strong understanding of financial products, attention to detail, and a background in finance or business, often supported by a bachelor's degree. Familiarity with annuity administration systems, CRM platforms, and regulatory compliance tools is typically required. Strong analytical thinking, problem-solving abilities, and effective communication skills help professionals excel in client interactions and process management. These skills are crucial to ensure accurate policy administration, regulatory adherence, and a smooth customer experience in a highly regulated industry.

What are some common challenges faced in an annuity operations role, and how can new team members effectively manage them?

Professionals in Annuity Operations often encounter challenges such as navigating complex regulatory requirements, managing high volumes of transactions accurately, and addressing customer inquiries in a timely manner. New team members can effectively manage these challenges by closely following established processes, participating in ongoing training, and collaborating with compliance and customer service teams. Attention to detail, adaptability, and proactive communication are key traits that help ensure success and maintain operational excellence within this role.

What is the difference between Annuity Operations vs Annuity Underwriting?

AspectAnnuity OperationsAnnuity Underwriting
Primary RoleProcessing and managing annuity contracts, ensuring accurate account administrationAssessing risk and determining eligibility for new annuity policies
Required SkillsData management, attention to detail, knowledge of annuity productsRisk analysis, underwriting guidelines, financial assessment
Work EnvironmentBack-office, administrative setting within insurance companiesUnderwriting department, risk assessment teams
CertificationsTypically none required, but industry certifications can be beneficialActuarial exams or underwriting certifications often preferred

While both roles are essential in the annuity industry, Annuity Operations focuses on contract administration and processing, whereas Annuity Underwriting involves evaluating risks for new policies. Understanding these differences helps clarify career paths and employer expectations in the annuity sector.

More about Annuity Operations jobs
Infographic showing various Annuity Operations job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,239 per year, or $24.2 per hour.

Annuity Operations Analyst

Zionsville, IN • On-site


Group1001
201 - 500 employees

9.5

Company rating: 9.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

7th of 311 rated insurance

Great coworkers

People enjoy working here

Good employer


Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

Group 1001is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.

Why This Role Matters:

TheAnnuity Operations Analystserves as the analytical partner to Inforce and Claims leadership,supportingefficiency, accuracy, andconsistent operational executionacross the annuity product lifecycle. This role identifies process breakdowns that impactcycle time, transaction accuracy, beneficiary experience, and operational execution against regulatory requirements, quantifies their root causes, andhelps operations implement process changes aligned to contract provisions, procedural standards, and internal control expectations defined by Compliance, Legal, and Tax- whileproviding operational information to support audit inquiriesand reducing operational risk in a high-sensitivity, customer-critical function. This role partners across Operations,Product, Technology, Legal, Tax, Compliance,Audit and Accounting Control teams tosupportbusiness readiness for new products, regulatory changes, and strategic initiatives while providing theoperations-sidegovernance and continuous improvement needed to achieve sustainable operational excellence.

What We're Looking For:

Process Improvement & Analytics

  • Identify process breakdowns across annuity operations, perform root-cause analysis on variances, exceptions, and NIGO drivers, and recommend operational corrective actions with quantified outcomes.
  • Map operational processes end-to-end, quantify bottlenecks and waste, and build the business case for improvement initiatives tied to time, cost, quality, and operational performance.
  • Partner with operations leads to design, pilot, and roll out process changes; measure pre/post impact and codify updated operational procedures.
  • Partner with Data / IT / Technology to improve operational data quality at the source and reduce reliance on manual reporting.
  • Act as the analytical partner to operations leadership, translating operational strategic questions into structured analyses and clear recommendations.

Governance & Readiness Support

  • Support driver-based volume forecasting and capacity planning - maintaining transaction rates, workload multipliers, seasonality factors, and productivity standards used by leadership to plan staffing.
  • Help operations leadership maintain the department's operational FMEA and execute against known peak events
  • Support operations-side readiness for product, regulatory, legal, tax, and technology changes led by the functional owners - translating their requirements into updated processes and procedures and partnering with Operations Trainers on any training needs.
  • Produce the operational performance reporting cadence - SLA attainment, First Request Resolution, quality accuracy, productivity, workload multiplier, and forecast vs. actual - for operations leadership and enterprise stakeholders.
  • Serve as the operations-side liaison for Compliance, Legal, Tax, Treasury, Audit, and Risk partners - providing operational context, evidence of execution, and coordinated operations-team responses.

What We're Looking For:

  • 3-5 years' experience analyzing operational process and peformance metrics in the financial services industry is required; annuities is preferred
  • Demonstrated experience contributing to process improvement initiatives with quantified outcomes
  • Proven track record in root-cause analysis ideally with Lean Six Sigma concepts
  • 3-5 years experience using reporting tools, building dashboards, and using Microsoft Excel
  • Bachelor's Degree preferred in Business, Finance or Insurance or equivalent experience
  • Strong anaytical and problem solving skills is required
  • Ability to influence and drive change across functional lines of businesses

Benefits Highlights:

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

#LI-ST1 #LI-REMOTE


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