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 smooth intake and case setup.
Monitor and stay up to date with current annuity products, market trends, and regulatory updates.
Recommend improvements to workflows and processes to enhance efficiency and service delivery.
Identify and escalate complex issues or discrepancies to management.
Miscellaneous
Perform other job-related duties as assigned by management.
Required Knowledge, Skills, Abilities, and/or Related Experience
Associate’s degree in Finance, Business Administration, or a related field preferred. Equivalent work experience may be considered.
Understanding of annuity products and features preferred.
Experience with data entry and case processing in a high-volume financial services setting is a plus.
Exceptional attention to detail and data accuracy.
Strong organizational and time-management skills.
Excellent written and verbal communication abilities.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
Ability to work independently and as part of a collaborative team.
Commitment to maintaining confidentiality and managing sensitive information with integrity.
Strong problem-solving and critical thinking capabilities.
Willingness to learn, adapt, and support process changes.
Ability to Travel: Up to 10%
Work location may be flexible if approved by the Company.
What We Offer
At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.
That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.
Our Benefits:
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Our Values:
- Integrity
- Empowerment
- Compassion
- Collaboration
- Fun
EEO Statement
Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.