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Annuity Processor Jobs in Texas (NOW HIRING)

Symmetry

Remote Insurance Sales Agent

Dallas, TX · Remote

We also have an in-house annuity process that trains you to enter the seven-billion-dollar industry that will be transferred in the next five years. Every agent has the ability to earn passive income ...

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Annuity Processor information

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.

What are popular job titles related to Annuity Processor jobs in Texas? For Annuity Processor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Annuity Processor jobs in Texas look for? The top searched job categories for Annuity Processor jobs in Texas are:
Annuity Processor jobs near you
Infographic showing various Annuity Processor job openings in Texas as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 95% In-person, and 5% Remote job distribution.

Life, Annuity & Group Benefits Operations Consultant - Senior Associate

Pwc

Dallas, TX

$77K - $202K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

27th of 72 rated business consultants

Job description

Industry/Sector

Insurance

Specialism

Operations

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As a Life, Annuity & Group Benefits Operations Consultant - Senior Associate, you will engage with clients in the financial services sector, focusing on insurance operations. Within our Operations practice, you will leverage your skills to provide strategic insights and solutions that enhance client service delivery. This role involves working closely with clients to understand their needs and deliver tailored solutions that drive operational efficiency and effectiveness.
As a Senior Associate, you will build meaningful client connections and develop a deeper understanding of the business context. You will navigate complex situations, using your problem-solving skills to anticipate client needs and deliver quality outcomes. This position offers the chance to mentor junior team members, fostering their growth while enhancing your own personal brand and technical skills.
In this role, you will be part of a dynamic team that values collaboration and innovation. You will have the opportunity to work on diverse projects, contributing to the development of client-focused solutions that align with business objectives. This position is ideal for those who are passionate about building relationships and managing others in a challenging and rewarding environment.
Responsibilities
- Analyzing complex customer service operations within the life, annuity, and group benefits sectors
- Developing and implementing business process modeling to enhance service delivery models
- Utilizing business data analytics to provide insights into customer satisfaction and service excellence
- Conducting customer analysis to identify trends and improve customer relationship management
- Collaborating with teams to redesign processes for optimized service delivery
- Applying industry trend analysis to inform strategic customer development initiatives
- Engaging in market research to support customer insight and market understanding
- Leveraging analytical thinking to address client support challenges and drive operational improvements
- Facilitating active listening and accepting feedback to refine customer service strategies
- Embracing change and fostering creativity to adapt to evolving client needs and industry dynamics
What You Must Have
- At least a Bachelor's degree
- At least 4 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Biology/Biomedical Sciences, Business Administration/Management, Computer Science/Information Systems, Economics, Engineering, Finance, Financial Mathematics/Quantitative Finance, Health Administration/Public Health, Mathematics/Statistics, Operations/Supply Chain, Organizational Management/Behavior, Project/Technology Management, Psychology/Social Psychology, Risk Management/Insurance
- Demonstrating analytical thinking and business data analytics skills
- Utilizing customer relationship management and strategic customer development
- Excelling in customer service management and service delivery models
- Embracing change and learning agility in dynamic environments
- Navigating industry trend analysis and market insight for insurance clients
- Developing process redesign and qualitative analysis capabilities

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

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