1

Operations Specialist Annuity Jobs (NOW HIRING)

You will review and process contestable and non-contestable death and living claims on both annuity ... This position may be filled at the Operations Claims Associate, Operations Claims Specialist, Sr. ...

You will review and process contestable and non-contestable death and living claims on both annuity ... This position may be filled at the Operations Claims Associate, Operations Claims Specialist, Sr. ...

Customer Retention Specialist

Zionsville, IN ยท On-site

$13.75 - $19/hr

In this role, you'll proactively engage annuity customers as they approach key contract milestones ... Partner closely with operations and processing teams to ensure contracts move efficiently through ...

Showing results 41-60

Operations Specialist Annuity information

See salary details

$30.5K

$68.4K

$111K

How much do operations specialist annuity jobs pay per year?

As of Aug 21, 2026, the average yearly pay for operations specialist annuity in the United States is $68,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What does an operations specialist annuity do?

An Operations Specialist Annuity is responsible for managing and processing annuity contracts within a financial institution or insurance company. Their duties typically include handling paperwork, ensuring regulatory compliance, responding to client inquiries, and coordinating with other departments to process transactions efficiently. They play a key role in maintaining the accuracy of client records and ensuring that annuity products are serviced according to company policies and industry standards.

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

To thrive as an Operations Specialist Annuity, you need strong analytical abilities, attention to detail, and a background in finance or insurance, often supported by a relevant degree or experience in annuity processing. Familiarity with annuity administration software, CRM systems, and proficiency in Microsoft Excel are typically required, and certifications such as FINRA or LOMA can be advantageous. Excellent problem-solving, organization, and communication skills enable effective collaboration with clients and internal teams. These skills ensure accurate policy management, regulatory compliance, and a seamless customer experience in a complex financial environment.

What are some common challenges faced by operations specialists annuity, and how are they typically addressed?

Operations Specialists in Annuity processing often encounter challenges such as managing complex client requests, handling regulatory documentation, and adapting to frequent changes in compliance requirements. Accuracy and attention to detail are crucial, as errors can impact client accounts and compliance. These challenges are typically addressed through ongoing training, close collaboration with compliance teams, and the use of robust workflow management tools. Additionally, many teams foster a supportive environment where questions and knowledge sharing are encouraged, helping specialists stay current and effective in their roles.

What is the difference between Operations Specialist Annuity vs Operations Analyst?

AspectOperations Specialist AnnuityOperations Analyst
CertificationsTypically requires FINRA licenses, insurance licenses, or similarOften requires finance or business-related certifications, such as CFA or CPA
Work EnvironmentFinancial institutions, insurance companies, or asset management firmsBanking, investment firms, or corporate finance departments
Primary ResponsibilitiesProcessing annuity transactions, compliance, and client account managementAnalyzing financial data, reporting, and supporting operational improvements

While both roles involve financial operations, Operations Specialist Annuity focuses on managing annuity products and client accounts, often requiring specific licenses. Operations Analyst typically handles broader financial data analysis and reporting. The roles differ mainly in specialization and daily tasks but share a common industry environment.

More about Operations Specialist Annuity jobs

What cities are hiring for Operations Specialist Annuity jobs?

Cities with the most Operations Specialist Annuity job openings:

What states have the most Operations Specialist Annuity jobs?

States with the most job openings for Operations Specialist Annuity jobs include:

Infographic showing various Operations Specialist Annuity job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

TDI - DWC - Compliance & Investigations - Program Specialist IV (Program Operations Specialist)

CAPPS

Austin, TX โ€ข On-site

$5.8K/mo

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


Job description

Agency Information
Do you have a passion for public state service and enjoy making a difference? Do not miss out on this opportunity. The Texas Department of Insurance, Division of Workers Compensation (DWC) is hiring! DWC administers and operates the Texas workers compensation system. DWC regulates the workers compensation system, settles disputes, provides customer service, promotes workplace safety, and ensures compliance with state laws. DWC has 20 offices across the state of Texas, with the headquarters located in the Capitol Complex, in the Barbara Jordan Building at 1601 Congress Avenue in Austin, near the Texas Capitol.
Benefits of working at TDI:
  • Flexible work schedules.
  • Worklifebalance.
  • 96 hours of accrued vacation a year.
  • 96 hours of accrued sick leave a year.
  • 20+ holidays every year.
  • Career advancement opportunities.
  • Free parking.
  • 401(k) and 457 Programs.
  • State of Texas retirement plan with a lifetime annuity through the Employee Retirement System of Texas (ERS).
  • Free comprehensive medical insurance for fulltime employees and 50% off premium costs for dependents (state pays other 50%).
  • Optional benefits like dental, vision, life insurance, and many more.
  • Qualified employer for the Federal Public Service Loan Forgiveness Program.
Before you apply:
TDI does not sponsor or assume sponsorship of an employment visa.
Learn about our selection process , our military employment preference, licensing, and credential requirements.
Job Description
Program Specialist IV (Program Operations Specialist)
This position performs highly complex (senior level) consultative services and technical assistance work for the DWC Fraud section. Work involves planning, developing and implementing major agency programs and providing consultative services and technical assistance to program staff, government agencies, community organizations or the general public. May provide guidance to others. Works under limited supervision with moderate latitude for the use of initiative and independent judgment.
Essential Job Duties
This position:
  • Serves as the technology lead, supporting investigative efforts, developing training and technology initiatives to enhance efficiency and productivity.
  • Monitors compliance by conducting comprehensive reviews of program activities to assess effectiveness, efficiency and alignment with organizational goals.
  • Assists and collaborates with staff on developing program policies, procedures and manuals in accordance with program objectives.
  • Reviews program area functions and operations, identifies areas needing change, and develops plans to improve programs or to address areas of concern.
  • Conducts training and provides guidance to staff in the development and integration of new or revised methods and procedures.
  • Compiles, organizes and prepares materials in response to requests for program information and reports.
  • Performs other duties as assigned.

Minimum Qualifications
This position requires:
  • Graduation from an accredited fouryear college or university with a degree in business administration or related field.
  • Four years of experience in office administration. Experience including coordination, development, organization and implementation of business processes.
  • Regular work attendance.
  • Travel may be required for up to 5% of the time. If travel is 10% or more, you must maintain a state of Texas Drivers License.
Note | Education and experience relevant to position requirements may be substituted for one another on a yearforyear basis.
Knowledge/Skills/Abilities
This position requires demonstrated knowledge of:
  • State laws, rules, procedures, and regulations relevant to job requirements, such as the Texas Administrative Procedures Act, Public Information Act or the Open Meetings Act.
  • Office administration and program management processes and techniques.
  • Plain language style of writing.
This position requires demonstrated skill in:
  • Problem solving and critical thinking.
  • Using Microsoft Office software applications, including Word, Excel, Outlook, and SharePoint.
  • Using personal computers sufficient to enter and extract data from related systems and programs such as Centralized Accounting Payroll and Personnel (CAPPS) and other systems required to perform the job.
  • Researching, correlating and analyzing facts.
  • Decision making, problem solving and planning.
This position requires the demonstrated ability to:
  • Communicate and work effectively with a wide range of people with varied skills, knowledge, and backgrounds.
  • Maintain the confidentiality of sensitive information.
  • Analyze and solve workrelated problems and work independently on a variety of administrative work and technical assignments.
  • Manage and coordinate multiple tasks and priorities to meet necessary deadlines.
  • Work both independently and as a team player.
  • Apply critical thinking to develop, evaluate and interpret policies and procedures.
  • Develop goals and objectives.
  • Prepare reports.

Military/Veteran Information
Military Employment Preference
Get help translating your military work experience and training courses into civilian job terms, qualifications/requirements, and skill sets. Redact personal or sensitive information from all attachments.
To receive a military employment preference, you must submit the following documents, as applicable, with your application. See Military Employment Preference .
Applicable Military Occupational Specialty (MOS) codes are included, but not limited to one of the following:
86MO, OS, 641X
Click or copy and paste the following link into your browser to access Military Crosswalk information:
Military Crosswalk for Occupational Category Program Management
How to Apply
You may apply through CAPPS Agency Career Site or Work in Texas (WIT) .
The following information is required with your submission. Your submission must include complete:
  • Employment history (month and year)
  • Duties and responsibilities
  • Education
  • Certifications
  • Licenses
  • Employment Questions

We may reject submissions that do not include all the required information.
If you are applying through WIT, log into CAPPS Agency Career Site to access employment questions and review your submission.
This position requires applicant to be eligible to apply for access to the Texas Criminal Justice Information system. For eligibility, see:
https://www.dps.texas.gov/administration/crime_records/docs/txCJISSysAccPolicy.pdf
TDI will conduct a criminal background check on all final candidates. An applicant who has been convicted of, received deferred adjudication for, or has an open arrest for a criminal offense, may be disqualified from employment.

CAPPS logo

About CAPPS

Sourced by ZipRecruiter

A statewide software solution developed by the Texas Department of Information Resources, CAPPS consolidates financial management, HR, and payroll operations for state agencies. Designed as a unified enterprise resource system, CAPPS replaced legacy tools in the early 2000s with a scalable, integrated platform tailored to agencies of varied size and complexity.

Industry

Human resource programs administration

Company size

10,000+ Employees

Headquarters location

Austin, TX, US