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Annuity Operations Specialist (Charlotte, NC ((Hybrid) or Remote)

$90k - $110k

Brighthouse Financial

Select how often (in days) to receive an alert: Create Alert Annuity Operations Specialist (Charlotte, NC ((Hybrid) or Remote) Where you’ll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you’ll contribute: As an Annuity Operations Specialist, you’ll be responsible for supporting continuous improvement by identifying opportunities for efficiency and/or cost savings. This person will work with key stakeholders to understand the operational impact of an issue across the entire organization and work with the appropriate parties to implement change based on that understanding. The position will be dependent upon maintaining consistent service experience by working directly with Third Party Administrators (TPAs) and key internal business partners (e.g., Distribution, Marketing, IT) to improve processes and working relationships. In this role, you’ll get to: Review product/distribution requirements to determine impact to business, including systems, forms, workflows, and client correspondence Write, document, review, and obtain sign-off on business requirements Partner with IT to translate business requirements into system capabilities and assess downstream business impact Document current and future state workflows to support development and enhancement efforts Work directly with Third Party Administrators (TPAs) to identify areas for continuous improvement through process mapping, root cause analysis, brainstorming, business impact assessments, gap analysis, and project planning Support continuous improvement efforts within Insurance operations Collaborate with Director of Annuity Operations to discuss existing service-level misses, systemic issues, and potential service disruptions that might impact operational processes, and work towards service improvement activities Help to create, refine, and implement Standard Operating Procedures within the TPA and partner with BH key stakeholders (e.g., Legal, Compliance, Product) where needed Partner with internal business partners (Distribution, Marketing) to assist advisor and Client Issue Resolution in addressing service-related problems relating to operations processes Work with Director of Annuity Operations to maintain customer experience by using various monitoring processes and resolution of service problems We’re looking for people who have: 5–7 years of experience in the life insurance and annuity industry, with a focus on operations processes, workflows, and process excellence Current knowledge of the Annuity/Retirement Solutions Operations environment and platforms Strong project management skills with experience driving cross-functional collaboration Proven ability to identify processing issues, operational risks, and improvement opportunities Data analytical skills Proficient in Microsoft Office Suite Ability to apply an advisor/client perspective when evaluating processes and solutions Customer‑centric mindset, ability to prioritize and resolve issues Interpersonal, relationship building skills, and a client‑service mindset Solid written and verbal communication skills Time management skills and attention to detail Passion for continuous improvement Must be comfortable with and driving change What you’ll receive: Compensation – Base salary ranging from $90,000 - $110,000 plus competitive performance‑based incentives determined by company and individual results. Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life. Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time. Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services. Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax‑free health savings accounts with potential company contributions up to $1,000 per family. Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back‑up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey. Life and Disability Support – Gain access to company‑paid basic life insurance and short‑term disability insurance. The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company‑wide and department‑wide events to help you strengthen connections across the company. Nearest Major Market: Charlotte Job Segment: Operations Manager, Compliance, Project Manager, Operations, Legal, Technology Brighthouse Financial is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is Brighthouse Financial's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law. #J-18808-Ljbffr

Vacancy posted 4 days ago
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