Annuities Relationship Management Analyst - Remote

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

This position is responsible for the development and support of connectivity solutions between TruStage and decision engine vendors and other ancillary products and strategic partners. This role is responsible for planning, organizing and managing technology projects and systems.

Job Responsibilities:

New Contract Administration: Work closely with Legal, Compliance and Contracting manage due diligence process and collect required background information from external distributors. On-boarding of external distributors, which includes the processing of paperwork, inputting information into BFY Wholesale in addition to other computer systems, including, but not limited to, EDI, EDAA, PeopleSoft and Rep Info Center (RIC).
Ongoing Contract Maintenance: Work closely with Legal and Compliance to schedule annual reviews of each distributor; ensure current product and system approval status, entity and advisor information, track and calculate sales incentives, distribute required reports and contract communications, manage collection of required attestations.
Relationship Operational Support: Act as single point of contact, from an operational perspective, for external distributors. Drive necessary changes to other areas of the organization.
Business Assignment: Manage and execute requests for reassignment of business due to changes in status of external distributors and representatives.
Systems Support and Reporting: Activate security and access to key business systems for distributors and agents. Point of contact for information about systems access and operations for systems that support external distribution. Supply management and production reports as requested.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

Bachelor's Degree in Accounting, Business or equivalent trade-off in related professional work experience.
Work Experience:

Three years progressive work experience in contract administering
Serve as a point of contact to respond to incoming/internal customer inquiries;
Experience as a lead worker in providing coaching, mentoring and feedback to other staff members;
Knowledge of PC based computer systems, automated transaction systems, query report writing skills, relational databases, statistical reporting, spreadsheet, word processing, project management software, proficiency with the web.

Demonstrated skills in identifying and helping to implement continuous process improvement initiatives.
Demonstrated skills in gathering pertinent data and identifying key issues or problems to make appropriate and timely decisions.
Demonstrate a high degree of initiative and strong work ethic.
Demonstrated effective customer service relationship skills shown through listening to and understanding the customer; anticipating and providing solutions to customer needs; giving high priority to customer satisfaction.
Demonstrated ability to express ideas, recommendations, and decisions to individuals and groups verbally and in writing. Demonstration of effective telephone skills.
Demonstrated skills in accomplishing tasks and demonstrating concern for all aspects involved, no matter how small; ensure the accuracy of all data entered our systems.
Demonstrated skills in gathering pertinent data and identifying key issues or problems to make appropriate and timely decisions.
Demonstrated skills in multi-tasking and effective time management and planning skills.

Preferred Skillset:

Annuity Sales Operations preferred over Annuity Sales for the role.

#LI-EG

#LI-Remote

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$71,700.00 - $107,600.00

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

Annuities Relationship Management Analyst - Remote

USA Remote Jobs