Annuity Operations Analyst

The annuity operations team provides back-office support for Key Investment Services advisors with new annuity and life insurance orders as well as the maintenance of existing annuity policies.

• Review annuity applications and related documentation
• Work with KIS advisors to ensure funding is in place for annuity orders
• Assist with annuity linking and delinking requests
• Process manual annuity and life insurance orders
• Assist advisors with questions regarding rep changes on annuity policies.
• Communicate and follow up on all items that are not in good order
• Monitor Work Basket to complete assigned tasks
• Contact carriers to request statements, discuss the status of orders, troubleshoot issues with policies
• Document and maintain department procedures
• Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines.
• Prioritize workloads and issues while working independently with minimal supervision.
• Comprehensive understanding of risks and controls
• Ad hoc project involvement and/or assignments from management

• Bachelors degree required or equivalent (required)
• 3-5 years banking or brokerage experience
• Ability to recognize and understand client issues and develop appropriate responses and solutions
• Self-motivated, flexible, and adaptable with the ability to handle changing priorities to support the team as needed
• Excellent organizational skills and strong attention to detail
• Strong written and verbal communication skills

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

• Hybrid

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.