Annuities Support Analyst

DXC TechnologyPlano, TX
Remote

About The Position

Essential Job Functions: Follows procedures to process new business application transactions. Corresponds with agents, internal wholesalers and other departments regarding pending cases. Responsible for the accurate handling and timely execution of New Business Applications. Must provide an elite customer services experience. Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience. Ensure transactions are processed on our administrative systems accurately and in a time frame considered suitable by SEC and DXC/ guidelines. Report any potential fraudulent, money laundering, or unethical requests that have been reviewed. Performs other related duties as assigned or required.

Requirements

  • High school diploma
  • Minimum 2 years of customer service experience in the insurance and annuities fields
  • Working experience of insurance products, applicable policies, procedures, and guidelines
  • Excellent communication skills
  • Excellent grammar and writing skills
  • 1-2 years of processing claims experience is required
  • Death claims experience is required
  • All applicants must be legally authorized to work in the United States without requiring sponsorship now or in the future

Nice To Haves

  • Annuities experience is highly preferred
  • MS Excel experience

Responsibilities

  • Follows procedures to process new business application transactions
  • Corresponds with agents, internal wholesalers and other departments regarding pending cases
  • Responsible for the accurate handling and timely execution of New Business Applications
  • Must provide an elite customer services experience
  • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience
  • Ensure transactions are processed on our administrative systems accurately and in a time frame considered suitable by SEC and DXC/ guidelines
  • Report any potential fraudulent, money laundering, or unethical requests that have been reviewed
  • Performs other related duties as assigned or required
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