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Annuity Operations Jobs (NOW HIRING)

janney

This position is responsible for processing tasks in Annuity Operations in a timely and efficient manner. In addition, this role will focus on complex issues and may be tasked to provide training for ...

janney

This position is responsible for processing tasks in Annuity Operations in a timely and efficient manner. In addition, this role will focus on complex issues and may be tasked to provide training for ...

Group1001

Annuity Claims Manager

Zionsville, IN · On-site

The Annuity Claims Manager is responsible for leading and managing the daily operations of the annuity claims teams to ensure timely, accurate and compliant processing of death and maturity claims.

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$9

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$49

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.
Program Manager, AI & Automation - Operations

Program Manager, AI & Automation - Operations

National Life Group

Montpelier, VT • On-site

Full-time

Posted 16 days ago

National Life Group rating

9.0

Company rating: 9.0 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

35th of 259 rated insurance

Job description

Job Summary:
National Life Group is one of America’s fastest-growing insurance companies, providing stability and peace of mind to families since 1848. The AI & Automation Lead will collaborate with Operational leadership to implement AI and automation initiatives aimed at enhancing operational efficiency and improving customer experiences.
Responsibilities:
• Lead end-to-end delivery of AI and automation solutions in operations, from concept definition through deployment and refinement.
• Define and manage project scope, business requirements, timelines, and dependencies.
• Anticipate and mitigate risks associated with delivery and implementation.
• Inspire and guide cross-functional teams toward achieving business and technology milestones.
• Work closely with leadership to support AI adoption as a way of working for all of operations.
• Assist in the definition and maintenance of the AI transformation strategy for Service & Operations in alignment with enterprise objectives.
• Develop and manage an Operations AI initiative roadmap, balancing innovation, feasibility, and business value realization.
• Apply an MVP approach to validate opportunities and guide scaling decisions within Operations.
• Collaborate across business, technology, data, and risk functions to ensure coordinated delivery of initiatives.
• Partner with compliance, legal, and the AI Governance Committee to ensure responsible, transparent, and compliant AI implementations.
• Facilitate alignment across stakeholders by clearly communicating objectives, trade-offs, and expected outcomes.
• Define and track key performance indicators (KPIs) to evaluate the success and business impact of AI and automation initiatives.
• Leverage data-driven insights to guide ongoing optimization and future prioritization of AI and automation initiatives in the business.
• Ensure continuous improvement of AI applications to maximize business value and operational effectiveness.
Qualifications:
Required:
• Bachelor’s degree in Business or a related field or minimum of 8 years in product management, with a focus on AI, software, digital platforms, or automation solutions.
• Proven record of delivering software or AI-driven solutions; experience with vendor partnerships and custom-built solutions preferred.
• Strong analytical, problem-solving, and quantitative capabilities; statistical knowledge a plus.
• Exceptional interpersonal and communication skills with the ability to convey complex ideas clearly to diverse audiences.
• Demonstrated success in managing cross-functional projects within complex organizational structures.
• Agile, consultative, and outcome-oriented, with the ability to balance innovation and disciplined execution.
Preferred:
• Experience with Life and Annuity operations or working within regulated industries preferred.
Company:
National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs. Founded in 2006, the company is headquartered in Montpelier, USA, with a team of 1001-5000 employees. The company is currently Late Stage.

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