Reliance Standard
Finance
AnnuityAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Annuity Associate at Reliance Standard. Skills: Annuity application processing, Data accuracy, Regulatory compliance, Case management, Administrative support. Processing new annuity applications. Ensuring data accuracy”
What You'll Achieve.
Meet or exceed department service level agreements (SLAs) for application intake and processing; Ensure high standards of data integrity, confidentiality, and accuracy are maintained at all times; Enhance efficiency and service delivery
Industry & Context.
Problem-solving; Critical thinking capabilities
Ability to Travel: Up to 10%
What They're Looking For.
Must Have
Data entry and case processing in a high-volume financial services setting
Nice to Have
Associate’s degree in Finance, Business Administration, or a related field, Understanding of annuity products and features, Experience with data entry and case processing in a high-volume financial services setting
What You'll Do.
Processing new annuity applications
Ensuring data accuracy
Supporting various administrative functions
Maintaining regulatory compliance
Supporting service excellence
Contributing to the successful entering of annuity contracts
Meeting or exceeding department service level agreements (SLAs) for application intake and processing
Receive and conduct an initial review of new annuity applications for accuracy
Enter application data into the annuity administration system (FAST)
Deposit annuity premium checks daily and track incoming funds
Input and validate suitability review data in accordance with regulatory requirements and internal guidelines
Follow up with agents
and internal and external customers to resolve missing or incomplete application information
Maintain accurate electronic and physical filing practices in compliance with our standards
Assist with the preparation
and mailing of finalized annuity contracts
Support processing of contract changes and service requests
Serve as backup for mailroom functions
including processing incoming/outgoing mail
and overnight deliveries
Ensure high standards of data integrity
and accuracy are maintained at all times
Collaborate with other departments such as New Business
and Operations to ensure smooth intake and case setup
Monitor and stay up to date with current annuity products
and regulatory updates
Recommend improvements to workflows and processes to enhance efficiency and service delivery
Identify and escalate complex issues or discrepancies to management
Perform other job-related duties as assigned by management
How You'll Work.
Team & Collaboration
Collaborate with other departments such as New Business, Document Management, and Operations to ensure smooth intake and case setup; Ability to work as part of a collaborative team
Communication Scope
Excellent written and verbal communication abilities
Full Job Description
# _**Job Responsibilities and Requirements**_ Reliance Standard is seeking a detail-oriented, motivated, and collaborative Annuity Associate to join our dynamic Intake team. This individual will be responsible for processing new annuity applications, ensuring data accuracy, entering case files, and supporting various administrative functions. The role plays a vital part in maintaining regulatory compliance, supporting service excellence, and contributing to the successful entering of annuity contracts. Meet or exceed department service level agreements (SLAs) for application intake and processing. This is an excellent opportunity for someone with strong organizational, communication, and analytical skills to build a long-term career in the retirement and annuities industry. **Duties & Responsibilities:** **Application Processing** * Receive and conduct an initial review of new annuity applications for accuracy, completeness, and compliance. * Enter application data into the annuity administration system (FAST). * Deposit annuity premium checks daily and track incoming funds. * Input and validate suitability review data in accordance with regulatory requirements and internal guidelines. * Follow up with agents, advisors, and internal and external customers to resolve missing or incomplete application information. **File & Case Management** * Maintain accurate electronic and physical filing practices in compliance with our standards. **Administrative Support** * Assist with the preparation, review, and mailing of finalized annuity contracts. * Support processing of contract changes and service requests. * Serve as backup for mailroom functions, including processing incoming/outgoing mail, faxes, and overnight deliveries. * Ensure high standards of data integrity, confidentiality, and accuracy are maintained at all times. **Continuous Improvement & Collaboration** * Collaborate with other departments such as New Business, Document Management, and Operations to ensure s
Applying for this Annuity Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Reliance Standard?
Real rants from real employees. Read before you apply.