Insight Global · 12 hours ago
Annuity Insurance Associate
Philadelphia, PA
Full-time
Hybrid
Entry Level
$50K/yr - $70K/yr
1+ years expInsight Global is looking for an Annuity Insurance Associate to join their team. This position is responsible for processing tasks in Annuity Operations and addressing complex issues while providing training for new and existing associates.
EmploymentHuman ResourcesRecruitingSales
Responsibilities
Providing exceptional client service
Utilize analytical skills to identify possible process and workflow enhancements
Performing reconciliation functions
Corresponding with Financial Advisors, insurance carriers, and outside vendors
Collaborating effectively with other operations teams to solve issues
Supporting onboarding of new financial advisors
Working closely with teammates to balance workload
Help assist with projects within the team
Designing, testing, and implementing system enhancements to improve workflow and overall client experience
Qualification
Required
Analytical ability – Able to effectively review information and data in order to identify issues and opportunities
Communication – Must be able to effectively communicate verbally and in writing amongst all levels across the firm
Time Management – Working efficiently and planning how to divide your time between different tasks and projects
Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships
Providing exceptional client service
Utilize analytical skills to identify possible process and workflow enhancements
Performing reconciliation functions
Corresponding with Financial Advisors, insurance carriers, and outside vendors
Collaborating effectively with other operations teams to solve issues
Supporting onboarding of new financial advisors
Working closely with teammates to balance workload
Help assist with projects within the team
Designing, testing, and implementing system enhancements to improve workflow and overall client experience
High degree of accuracy and attention to detail
Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects
Ability to identify opportunities for improvement
Efficient problem-solving skills with an ability to provide solutions in a pro-active, timely manner
An effective team player
Strong written, verbal, and interpersonal skills
Proficiency with Microsoft Office Applications and ability to quickly learn new systems and platforms when needed
Ability to demonstrate Janney values
Bachelor's Degree or equivalent experience in operations/financial industry
Preferred
At least 1-3 years of related experience in Annuities and Insurance and/or investment industry knowledge strongly preferred
FINRA Series 7 or Series 99 license is a plus
Benefits
Medical, dental, and vision insurance
HSA
FSA
DCFSA account options
401k retirement account access with employer matching
Paid sick leave
Other paid time off as provided by applicable law
Company
Insight Global
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.
1001-5000 employees
H1B Sponsorship
Insight Global 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 (281)
2024 (164)
2023 (75)
2022 (17)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2010-07-01Acquired
Leadership Team
Jared Streppa
President Of Company’s Technology Division
Recent News
Maryland Daily Record
2025-09-26
Company data provided by crunchbase