This job has closed.

AAA Life Insurance Company · 1 day ago

Annuity Processing Consultant

Livonia, MI

Full-time

Hybrid

Senior Level

6+ years exp

AAA Life Insurance Company is a respected American brand focusing on Life Insurance and Annuity Products. The Annuity Processing Consultant plays a critical role in the administration and processing of annuity contracts, ensuring accurate handling of applications and compliance with industry regulations.

Financial ServicesInsuranceLife Insurance

H1B Sponsor Likely

Responsibilities

Review and process incoming annuity applications, ensuring all required documentation is complete and accurate. Review policies/applications both inforce and new applications for suitability

Process policy modifications, such as beneficiary updates, contract transfers, and partial and full withdrawals for all forms of withdrawals, in a timely manner

Handle requests for annuity payments, including annuitization and scheduled disbursements

Ensure all processing activities adhere to regulatory requirements, internal policies, and industry best practices

Has a collaborative relationship with agents/field management, applicants, vendors, other business units, and managers with a focus on attainment of sales goals and objectives. Proactively monitors reporting and cases to assure that sales objectives are achieved

Qualification

Annuity processing experienceRegulatory compliance knowledgeInsurance systems experienceMicrosoft Office SuiteAnalytical skillsCustomer service orientationEffective communication

Required

Bachelor's degree in Business Administration, Finance, Insurance, or a related field

6-8 years of experience in annuity processing, life insurance, or financial services operations

Experience with insurance or annuity systems (such as Policy Administration Systems)

Preferred

Strong understanding of annuity products, processing procedures, and regulatory compliance

Proficient in Microsoft Office Suite (Excel, Word, etc.) and familiar with internal systems used for annuity processing

Detailed knowledge of the sales process, distribution channels and product lines

Strong analytical and problem-solving abilities

Effective communication skills, both written and verbal, with a customer service orientation

Company

AAA Life Insurance Company

AAA Life Insurance Company is fueled by our mission of providing financial security and peace of mind to AAA members through our life insurance products, delivering on the outstanding customer service that members have come to expect from the AAA brand.

Founded in 1969

Livonia, Michigan, USA

501-1000 employees

https://www.aaalife.com/

H1B Sponsorship

AAA Life Insurance Company 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 (6)

2024 (7)

2023 (9)

2022 (3)

2021 (1)

2020 (1)