Protective Life · 1 month ago
Customer Experience Senior Specialist- Annuity Operations
United States
Full-time
Remote
Mid, Senior Level
$47K/yr - $60K/yr
1+ years expProtective is a company that helps protect customers against life’s uncertainties. The Customer Experience Senior Specialist in Annuity Operations is responsible for managing annuity transactions and ensuring exceptional customer service while maintaining communication and ownership of workloads.
FinanceFinancial ServicesInsurance
Responsibilities
Process and manage requests such as financial changes, address updates, EFT changes, beneficiary updates, and court-ordered payment redirections
Review and verify data accuracy, ensure proper transaction setup, and approve payment releases within authority limits
Handle payment issues including returns, cancellations, and stop payments while meeting or exceeding team and individual goals
Deliver exceptional customer service via phone and written correspondence to brokers, offices, annuitants, agencies, and attorneys
Support system improvements and training by recommending upgrades, participating in development, testing, and ongoing learning
Qualification
Required
1+ years in annuity, retirement, or finance OR a bachelor's degree in business or related field
Minimum six months in a production environment, meeting goals and adapting to fast-changing conditions
Strong communication, customer service, problem-solving, and teamwork abilities; capable of handling diverse and challenging conversations
Ability to master multiple systems and information repositories to process cases accurately and efficiently
Takes responsibility for workloads, ensures consistent communication, and maintains productivity and quality above team standards
Benefits
Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Company
Protective Life
Protective is a holding company, whose subsidiaries provide financial services
1001-5000 employees
H1B Sponsorship
Protective Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (3)
2022 (1)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-04Acquired
2002-10-04IPO
Leadership Team
Richard Bielen
President and Chief Executive Officer
Paul Wells
Chief Financial Officer
Recent News
Business Wire
2026-01-05
Company data provided by crunchbase