Annuity Policy Admin

Job Description

Description

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We have two consultant openings at a Financial customer in the Twin Cities. These two will help out with multiple tasks. These candidates will be supporting the Roth IRA conversions “PRC project”. Part of this process requires them to create a duplicate policy, which is a manual process. Ton of work on another leaders team. Additional tasks to train on as well. Compliance requirement for Variable undeliverable checks. They’re returned and we have to attempt to make contact to get a valid address. Phone work is required. Where there is a need we will train and cross train to help with our que’s. \n\nThese two will be joining the team described below. Some of these tasks listed below could be tasks they will learn and support. \n\nInforce Fixed Annuity Operations - Insurance Policy Administration\n\nOur customer that specializes in Fixed and Variable Annuities is looking for an addition to the team. This would be a long term opportunity as a consultant. Starting at 6 months and getting extended after reviews. The reason for the opening is because they just hired on our consultant. There is a chance to apply and get hired on permanently, after interview process.\n\nTypical day for the consultant that gets the position. Working on complex tasks that are required to be completed onshore, other standard tasks are offshore. Viewed as the subject matter expert (SME) on questions around allocation changes for the offshore team, providing changes to Annuity Policies inforce, handling divorces', reviewing power of attorney, legal documents, bank statements, contract language. \n\nCandidate MUST have strong written communication. General customer correspondence comes to this team for onshore and offshore, this team will respond to those correspondence. The customer is usually requesting something that needs critical thinking, and investigation in order to provide a thoughtful and professional response.\n\nNo phone calls, every now and then they may make a call. Usually go weeks or months without making a call. Avoid candidates with management experience, want individual contributors.

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Skills

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Customer service, Data entry, Administrative support, Claim, Office management, Insurance, Call center, Clerical, Microsoft office, Filing, Administration, excel data entry, Support, Underwriting, Reports and analysis, Microsoft office suite, Quality assurance, Data analysis

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Top Skills Details

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Customer service

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Additional Skills & Qualifications

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HS Diploma\n2+ years of recent Financial Services or Customer Service experience or Processing experience\n\nCollege graduate is acceptable

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Experience Level

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Intermediate Level

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Pay and Benefits

The pay range for this position is $18.00 - $23.00 / hr.

Eligibility requirements apply to some benefits and may depend on your job

classification and length of employment. Benefits are subject to change and may be

subject to specific elections, plan, or program terms. If eligible, the benefits

available for this temporary role may include the following :

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off / Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Minneapolis,MN.

Application Deadline

This position is anticipated to close on Nov 11, 2025.

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About TEKsystems : \n\n

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

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The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

\n\nAbout TEKsystems and TEKsystems Global Services \n\n

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

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The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.