Great-West Financial Empower Retirement

Annuity Specialist

US-CO-Denver (DTC)
1 week ago
Job ID
14991
# Positions
1
Category
Administrative - Operations

Position Highlights

Be Bold Be Brilliant

 

Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation’s second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation’s second largest retirement plan provider.

 

Our over 5,000 associates across 40 locations across the country provide world class service to:

 

30,000+ employer sponsored retirement plans

8 million+ employees participating in their employer-sponsored retirement plan

467,700+ individual life insurance and annuity accounts

$460 billion+ total assets under administration

 

The primary objective of this position is to research and resolve complex annuity issues impacting internal and external clients and systems.  The business involves US annuities, including lottery annuities, and consequently requires expertise in state legislation for several product lines.  The incumbent also coordinates/oversee annuity area projects, provides expertise/training to annuity team members and call center staff, assists with annuity workflow, investigates accounting issues and sets up structured settlement files and assignments on structured policies.

Primary Responsibilities

  1. Researches appropriate plan setup on system, reviews contract/policy for guidance and/or makes judgment calls on data, with
    assistance from Manager.
    2. Initiates process improvements and required system adjustments.
    3. Investigates necessary changes and implements, tests and trains on said changes.
    4. Coordinates and manages special projects.
    5. Investigates and resolves complex system and non-system related issues; makes changes and updates as necessary.
    6. Reconciles suspense accounts and investigates accounting issues.
    7. Respond to escalated internal and externa1 client requests in a timely manner.

Qualifications

Bachelor’s Degree preferred or equivalent business experience.

2-3 years experience in Financial Services preferred.
Strong interpersonal skills.
Ability to handle multiple tasks independently.
Proven analytical, decision making and problem solving skills.
MS Office proficiency.
Industry related courses (i.e. LOMA) an asset.
Ability to work in a team environment.
Excellent written and verbal skills required.
Ability to quickly learn a variety of unfamiliar subjects.

 


Working Conditions/Physical Requirements: Normal Office Working Conditions. Occasional overtime may be required.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.

About Great-West Financial

At Great-West Financial® and Empower Retirement, our more than 5,700 global associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.

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