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Annuity Payouts Admin Processor

Annuity Payouts Admin Processor

Ohio National Financial ServicesCincinnati, OH, United States
1 day ago
Job type
  • Full-time
Job description

The Annuity Payouts Administrative Processor is responsible for processing annuity payouts transactions on deferred annuity contracts, rider exercise requests, settlement certificates, lottery payments, third party terminal funding and pension payments.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Annuity Payouts Administrator Processor :

  • Reviewing and processing entry-level financial and non-financial transactions including forced annuitization, deferral, quotes, direct deposit set up, reissue of returned payments, address changes, income verification and updates to tax withholding
  • Processing suitability reviews, fund requests from transfer company, book funds received via check or wire and submitting requests for commission payments
  • Communicating with agents and contract holders by telephone, letter and email regarding contract service and processing

What's in it for you

  • Competitive pay : Fair compensation for your hard work.
  • Healthcare coverage : Comprehensive medical, dental, and vision from day one.
  • Life insurance : Company-paid coverage for you and your loved ones.
  • 401(k) plan : Matching contributions to help secure your financial future.
  • Family support : Paid parental leave and reimbursement for adoption and surrogacy expenses.
  • Work-life balance : Flexible time-off policy to recharge and pursue passions.
  • Dress for your day : Express your style comfortably at work.
  • Inclusion and Culture : A respectful environment that values unique contributions.
  • Flexible work options : Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
  • Well-being focus : Programs to support a healthy balance between work and home life.
  • Community connections : Build strong relationships through virtual and in-person interactions, with resources for your growth.

    • What sets you up for success

  • An associate's degree or equivalent work experience
  • LOMA ACS designation within 12 months of hire
  • Experience with Microsoft Office
  • Strong organization skills
  • Ability to multi-task
  • Strong problem-solving skills
  • Excellent verbal and written communication skills
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    Processor • Cincinnati, OH, United States

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