Why join?

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on “working families”, “everyday Americans”, “ordinary citizens”, “mainstream population” “average income households”, providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 top US workplace

The Annuity Specialist processes annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction.  Tasks may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions.

How will you contribute?

• Process and track new business applications by inputting necessary data for accurate completion.
• Process annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction.
• Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures.
• Reviews and processes new applications for annuity products ensuring applications meet technical, legal and underwriting guidelines.
• Refers or consults with Annuity Processing Consultant or other staff as appropriate on more complex applications.
• Handles customer inquiries to include agents and members.

What do you offer?

• 1 -2 years’ experience in process oriented customer service role.
• High School diploma or equivalent and some college level coursework required
• Strong Computer and Data Entry skills
• Proficient with MS Office software
• Experienced with internet based systems
• Excellent Verbal and Written Communication skills
• Strong attention to detail, good organizational and prioritization skills

   

   

What do we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.