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Annuity Operations Jobs (NOW HIRING)

Reliance Standard

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

Collaborate with other departments such as New Business, Document Management, and Operations to ensure smooth intake and case setup. * Monitor and stay up to date with current annuity products ...

Reliance Standard

Annuity Associate

Philadelphia, PA

$20.79 - $25.98/hr

Collaborate with other departments such as New Business, Document Management, and Operations to ensure smooth intake and case setup. * Monitor and stay up to date with current annuity products ...

Rsli

Annuity Associate

Philadelphia, PA · On-site

$20.79 - $25.98/hr

Collaborate with other departments such as New Business, Document Management, and Operations to ensure smooth intake and case setup. * Monitor and stay up to date with current annuity products ...

Foresters Financial

Director, Annuity Initiatives

... Operations, Legal, Compliance, and Risk to ensure initiatives are delivered on time, with ... This position requires strong annuity business knowledge, excellent leadership and collaboration ...

Group1001

Annuity Claims Manager

Zionsville, IN · Hybrid

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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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 Associate

Reliance Standard

Philadelphia, PA • On-site

$20.79 - $25.98/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

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 annuity administration system (FAST).
  • Deposit annuity premium checks daily and track incoming funds.
  • Input and validate suitability review data in accordance with regulatory requirements and internal guidelines.
  • Follow up with agents, advisors, and internal and external customers to resolve missing or incomplete application information.

File & Case Management
  • Maintain accurate electronic and physical filing practices in compliance with our standards.

Administrative Support
  • Assist with the preparation, review, and mailing of finalized annuity contracts.
  • Support processing of contract changes and service requests.
  • Serve as backup for mailroom functions, including processing incoming/outgoing mail, faxes, and overnight deliveries.
  • Ensure high standards of data integrity, confidentiality, and accuracy are maintained at all times.

Continuous Improvement & Collaboration
  • Collaborate with other departments such as New Business, Document Management, and Operations to ensure smooth intake and case setup.
  • Monitor and stay up to date with current annuity products, market trends, and regulatory updates.
  • Recommend improvements to workflows and processes to enhance efficiency and service delivery.
  • Identify and escalate complex issues or discrepancies to management.

Miscellaneous
  • Perform other job-related duties as assigned by management.

Required Knowledge, Skills, Abilities, and/or Related Experience
  • Associate's degree in Finance, Business Administration, or a related field preferred. Equivalent work experience may be considered.
  • Understanding of annuity products and features preferred.
  • Experience with data entry and case processing in a high-volume financial services setting is a plus.
  • Exceptional attention to detail and data accuracy.
  • Strong organizational and time-management skills.
  • Excellent written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
  • Ability to work independently and as part of a collaborative team.
  • Commitment to maintaining confidentiality and managing sensitive information with integrity.
  • Strong problem-solving and critical thinking capabilities.
  • Willingness to learn, adapt, and support process changes.

Ability to Travel: Up to 10%
The expected hiring range for this position is $20.79 - $25.98 hourly for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Standard, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset-you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
  • An annual performance bonus for all team members
  • Generous 401(k) company match that is immediately vested
  • A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
  • Multiple options for dental and vision coverage
  • Company provided Life & Disability Insurance to ensure financial protection when you need it most
  • Family friendly benefits including Paid Parental Leave & Adoption Assistance
  • Hybrid work arrangements for eligible roles
  • Tuition Reimbursement and Continuing Professional Education
  • Paid Time Off - new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
  • Volunteer days, community partnerships, and Employee Assistance Program
  • Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:
  • Integrity
  • Empowerment
  • Compassion
  • Collaboration
  • Fun

EEO Statement
Reliance Standard is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.

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