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Annuity Processor Jobs (NOW HIRING)

NR Consulting

Annuity Values Processor

Annuity Values Processor Location: Remote Overview Reviews and processes requests for surrenders and partial withdrawals from annuity contracts, researches policy details to ensure transactions can ...

MSD

Patent Annuity Specialist

Rahway, NJ · Hybrid

Serve as the subject matter expert for patent annuity processes, providing guidance to attorneys, paralegals, and other IP stakeholders on maintenance fee requirements, annuity procedures, and ...

Merck & Co.

Patent Annuity Specialist

Rahway, NJ · Hybrid

Serve as the subject matter expert for patent annuity processes, providing guidance to attorneys, paralegals, and other IP stakeholders on maintenance fee requirements, annuity procedures, and ...

Foresters Financial

AVP, Annuity Pricing

Responsible for annuity pricing model validation, documentation, and model governance process * Ensure compliance with actuarial standards of practice and internal controls * Present pricing ...

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How much do annuity processor jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for annuity processor in the United States is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $19.23 per hour, depending on experience, location, and employer.

What are some common challenges faced by annuity processors, and how can they be managed effectively?

Annuity processors often encounter challenges such as handling complex paperwork, ensuring accurate data entry, and staying up-to-date with regulatory changes. Managing multiple cases simultaneously while maintaining attention to detail is crucial, as errors can delay client payouts or impact compliance. Effective time management, ongoing training, and clear communication with financial advisors and underwriters help annuity processors overcome these challenges and ensure smooth processing of annuity contracts.

Is selling annuities a good job?

Annuity processing is a clerical role that involves reviewing and managing annuity contracts, requiring attention to detail and knowledge of financial products. It is typically an entry-level position with standard office hours and may require certification or training in financial services. The job offers stability but may have limited advancement opportunities depending on the employer.

What are the key skills and qualifications needed to thrive as an annuity processor?

To thrive as an Annuity Processor, you need strong attention to detail, a solid understanding of financial products, and typically a high school diploma or associate degree. Familiarity with insurance processing software, CRM systems, and regulatory compliance tools is essential. Excellent organizational skills, effective communication, and problem-solving abilities help you manage complex paperwork and customer inquiries. These skills ensure accurate processing, regulatory adherence, and high-quality client service in the financial industry.

What is an annuity processor?

An Annuity Processor is a professional who manages the administrative tasks involved with annuity contracts, including processing applications, verifying client information, and ensuring compliance with regulations. They serve as a key liaison between clients, agents, and insurance companies to facilitate smooth annuity transactions. Annuity Processors may also handle changes to policies, address client inquiries, and maintain accurate records throughout the lifecycle of an annuity. Their work is essential for ensuring timely and accurate handling of annuity products.

What is the difference between Annuity Processor vs Annuity Underwriter?

AspectAnnuity ProcessorAnnuity Underwriter
CredentialsTypically requires high school diploma or equivalent; some roles prefer insurance or finance certificationsOften requires similar credentials; may need insurance licenses or underwriting certifications
Work EnvironmentOffice setting, processing applications and verifying dataOffice setting, assessing risk and approving policies
Industry UsageCommonly employed in insurance and financial servicesUsed in insurance companies, especially in risk assessment
Search & Comparison IntentFocuses on data processing and administrative tasksFocuses on risk evaluation and decision-making

While both roles operate within the insurance industry, Annuity Processors handle data entry and application processing, whereas Annuity Underwriters evaluate risk to determine policy approval. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

More about Annuity Processor jobs
What states have the most Annuity Processor jobs? States with the most job openings for Annuity Processor jobs include:
What job categories do people searching Annuity Processor jobs look for? The top searched job categories for Annuity Processor jobs are:
Annuity Processor jobs near you
Infographic showing various Annuity Processor job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.

Annuity Values Processor

NR Consulting

Remote

Other

Re-posted 20 days ago

Job description

Job title: Annuity Values Processor
Location: Remote
Overview
Reviews and processes requests for surrenders and partial withdrawals from annuity contracts, researches policy details to ensure transactions can be made. Fields inquiries about annuity products and services, answers questions and resolves routine inquires; reviews records and policies as needed to provide appropriate response. Responds to internal/external inquiries and researches policy history as needed.
Core Responsibilities:
Reviews surrender and withdrawal requests from agents and customers; determines whether requested transaction is a surrender, partial withdrawal and/or transfer to pay premium or deposit values. Initiate conservations process and prepare correspondence.
Processes policy and general accounting transactions in administrative systems, using appropriate codes and crediting and debiting accounts correctly; makes refunds if necessary; performs manual calculations using charts and formulas, to determine taxes owed in compliance with U.S. and Canadian tax policies, creates manual checks when necessary
Reviews and responds to inquiries (telephone and e-mail) from clients (internal and external) with respect to functions of the annuity service department (e.g., status of transfers and rollovers, status of pending contracts, refers more complex inquiries to appropriate section/division; answers basic questions about annuity contracts, tax qualification codes, application of funds (transfer, rollover, tax year), distribution dates and amount, requests for values including Annuity Surrenders and Withdrawals. 4. Handles complex calls and email inquiries from agents, clients; generates routine correspondence to provide information and resolve issues
Performs other related duties as assigned
Skills Qualifications:
Knowledge of retirement plans/products (including Ratebook), insurance and annuity plans/products
Knowledgeable about the basic operations of the Annuity Services department to be able to provide answers to basic questions on all areas; specific knowledge about own area
Knowledge of basic accounting principles
Basic mathematical skills
Knowledge of tax laws regarding annuity products.
Data entry skills.
Detail oriented; ability to determine and correct errors related to job duties
Communication skills; Excellent oral and written communication skills
Customer service skills
Collaboration and teamwork Systems/Technical Knowledge:
Ability to use PC and related software, including Lotus Notes, Microsoft Word, Excel and Access
Ability to enter and view data in policy administrative systems: Ingenium and CICS (Life 70) (including online accounting and Master Record)
Ability to use Imaging and workflow system: AWD
Ability to use illustration system to create illustrations: Navigator
Ability to use a calculator
Education:
High school diploma
3-5 years of experience working with insurance and annuity policies

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