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Annuity Operations Jobs (NOW HIRING)

Advisors Excel

Annuity Operations Summer Intern

Topeka, KS · On-site

$14.25 - $18.75/hr

Annuity Operations Summer Intern Department: Annuity Operations Reporting to: Annuity Operations Manager Location: Topeka, KS - Onsite Term: Summer 2026 (35-40 hours per week) Overview: Are you ...

Advisors Excel

Annuity Operations Summer Intern

Topeka, KS

$12.50 - $16.50/hr

Annuity Operations Summer Intern Department: Annuity Operations Reporting to: Annuity Operations Manager Location: Topeka, KS - Onsite Term: Summer 2026 (35-40 hours per week) Overview: Are you ...

American Equity

Counsel, Product

Des Moines, IA · On-site

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

American Equity

Counsel, Product

Des Moines, IA

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

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How much do annuity operations jobs pay per hour?

As of May 31, 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 are the key skills and qualifications needed to thrive in Annuity Operations, and why are they important?

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 are 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 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
What job categories do people searching Annuity Operations jobs look for? The top searched job categories for Annuity Operations jobs are:
Annuity Operations jobs near you
Infographic showing various Annuity Operations job openings in the United States as of May 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $50,239 per year, or $24.2 per hour.
Annuity Operations Associate

Annuity Operations Associate

Advisors Excel

Topeka, KS

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Job description

Position: Annuity Operations Associate
Department: Annuity Operations
Reporting to: Annuity Operations Manager
Location: Topeka, KS - Onsite
Overview:
Are you someone who loves detail-oriented work? Our Annuity Operations Department plays an integral role in processing new annuity business for our advisors. From reviewing applications, following up on pending business to post-issue maintenance, our team is dedicated to moving the business forward.
Customer service is at the forefront of this teams’ mind – representing AE in the most positive way possible while delivering timely and quality results. As an Associate, you will learn about our industry and the entire annuity application process. After building a foundation of knowledge, you will have the ability to advance within the department as you gain proficiency in various aspects of the application process.
What you’ll do:
  • Conduct calls and send email communication to follow up on pending applications to ensure they are being processed in a timely manner
  • Record the status of pending applications in our internal tracking system
  • Diligently communicate with transfer companies to confirm funds are moving
  • Correspond with advisors and their office staff on the status of pending business
Experience you’ll bring:
  • Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
  • Confident, professional, and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
  • Detail-oriented, focused on quality in all aspects of your work
  • PC proficiency, ability to work on several platforms at once
  • Ability to work independently, but also as a collaborative team member
Bonus Points:
  • Prior experience working in the financial services industry
  • Previous customer service experience
What you’ll get:
  • Amazing benefits, including medical, dental, vision, and 401k (with matching options)
  • Generous PTO package from your start date
  • Access to an on-site café, gym, and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work amp; exemplary performance
  • Employee-sponsored events…and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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