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Operations Specialist Annuity Jobs (NOW HIRING)

Pacificlife

Operations Claims Specialist

Charlotte, NC · On-site

$26/hr

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. ...

Pacificlife

Operations Claims Specialist

Omaha, NE · On-site

$26/hr

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. ...

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Operations Specialist Annuity information

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$30.5K

$68.4K

$111K

How much do operations specialist annuity jobs pay per year?

As of Aug 19, 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.

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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:

What job categories do people searching Operations Specialist Annuity jobs look for?

The top searched job categories for Operations Specialist Annuity jobs are:

Operations Specialist Annuity jobs near you
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.

Operations Advisor Management Specialist

Pacific Life Insurance Company

Omaha, NE

$36 - $45/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Pacific Life rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

230th of 310 rated insurance

Job description

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job; it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Operations Advisor Management ("OAM") Specialist or Analyst to join our Life OAM team.

  • This role is hybrid based in our Newport Beach, CA or Omaha, NE office.


As an OAM Specialist/Analyst, you'll move Pacific Life, and your career forward by facilitating complex inquiries for our Inforce Life business. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the life insurance market.FINRA SIE and Series 6 or 7 registrations are required for this role.

How you'll help move us forward:

  • Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.

  • Uses good diagnostic skills to clearly identify customer's core issues and anticipate needs.

  • Ability to clearly explain rationale behind procedures or requests.

  • Analyzes escalated case submissions by thoroughly reviewing all necessary resources.

  • Proactively monitors status of issue resolution and ensures processing is completed correctly. Communicates outcome effectively to requestor.

  • Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution Life

The experience you bring:

  • FINRA SIE and Series 6 or 7 registrations required at time of application.

  • 2+ years CMD Operations experience, ideally focused on communication and service support with customers.

  • 4-year degree or equivalent experience.

  • Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services

  • Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.

  • Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues

  • Strong, effective and efficient verbal and written communication skills.

  • Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.

  • Ability to balance accuracy, speed, and customer service.

  • Ability to work effectively in a team environment.

What makes you stand out:

  • Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.

  • Experience interacting directly with financial professionals and insurance firm leadership.

  • Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Position Level & Compensation

This role may be filled at either the Specialist orAnalystlevel based on qualifications and experience.

Compensation by Level:

  • Operations Advisor Management Specialist:Omaha: $29.00 - $35.00/Charlotte: $30.00 - $37.00/Newport: $33.00 - $41.00

  • Operations Advisor Management Analyst: Omaha: $31.00 - $38.00/Charlotte: $33.00 - $41.00/Newport Beach: $36.00 - $45.00

#LI-RB1

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

  • Paid Parental Leave as well as an Adoption Assistance Program

  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

What Pacific Life employees say

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About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

Social media

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