Location:
4900 Tiedeman Road - Brooklyn, Ohio 44144-2302
Qualified candidates must report to the office 1-2 days per week at the Brooklyn, OH (Tiedeman) location.
ABOUT THE JOB (JOB BRIEF)
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.
PRIMARY JOB FUNCTIONS
- 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
- Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines/pressure
- Contact carriers to request statements, discuss the status of orders, troubleshoot issues with policies
- Document and maintain department procedures
- Provide project support duties as assigned by management
REQUIRED QUALIFICATIONS
- Bachelor’s Degree or 3-5 years of experience in Investment Operations environment or equivalent financial services experience
- Strong professional written and verbal communication
- Excellent time management skills
- Ability to multi-task, prioritize work and meet established deadlines with limited supervision.
- Demonstrate detail orientation, precision and exactness
- Strong Personal Computer skills with proficiency in Microsoft Excel and Word
- Take ownership and provide complete follow-up with assigned tasks
- Flexible and adaptable individual with the ability to handle changing priorities to support the team as needed
PREFERRED QUALIFICATIONS/SKILLS
- Prior experience/knowledge with annuities processing and/or back-office investment operations
- Institute continuous improvement approaches where appropriate; assess processes and make recommendations for workflow improvement
- Exhibit a proactive nature and approach to learning, problem identification and resolution
- Self-motivated with a desire to learn and be successful
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $50,000 to $55,000 annually depending on job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/07/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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 [email protected].
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What We Do
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
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