Annuity Specialist

Overview

Why AAA Life

AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them – and their families – when we’re needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.

How You’ll Work

Location: Livonia, MI

Work Solution: Hybrid

Responsibilities

The Annuity Processing Specialist will process annuity applications, ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. This role is responsible for reviewing applications and supporting documentation for completeness and accuracy, processing new business submissions, and coordinating activities necessary to move cases to completion. The Annuity Processing Specialist may also support reinstatements, conversions, and other policy servicing activities while providing service and support to agents, members, and internal stakeholders.

Key Responsibilities

• Process and track annuity applications from receipt through completion, including data entry, case management, follow-up on outstanding requirements, and generation of related correspondence.
• Review applications and supporting documentation for completeness, accuracy, and compliance with technical, legal, and underwriting guidelines.
• Respond to inquiries from agents, members, and other customers, providing timely and professional service while escalating complex issues as needed.
• Consult with the Annuity Processing Consultant and other internal partners on complex applications or processing issues.
• Support the processing of reinstatements, conversions, and other annuity transactions, and perform other related duties as assigned.

Qualifications

Basic Qualifications

• High School Diploma or equivalent required; some college-level coursework preferred.
• 1+ years of experience in a process-oriented customer service, operations, or administrative support role.
• Proficiency with Microsoft Office applications and other business software tools.
• Experience using internet-based systems and applications for data entry, research, and case management activities.
• Demonstrated ability to maintain accuracy, manage multiple priorities, and communicate effectively in both written and verbal formats.