Annuity Associate

Auto-Owners Insurance CompanyLansing, MI
Hybrid

About The Position

Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated entry-level Annuity Associate to join our Life Company Division. The position offers a merit-based work-from-home program, with the potential to work from home up to 3 days per week after initial in-person training. This role is crucial in supporting the expanded use of annuity products and services by communicating with agents and processing various requests.

Requirements

  • Bachelor’s degree or equivalent experience
  • Ability to organize data, multi-task and make decisions independently
  • Ability to read and interpret documents such as insurance policies, instructions, policy and procedure manuals and retain information for future use
  • Above-average communication skills (written and verbal)
  • Ability to resolve complex issues
  • An interest in developing product knowledge through participation in approved educational programs
  • Ability to work in the U.S. without current or future sponsorship

Responsibilities

  • Communicate verbally or through written correspondence with agents to ensure the expanded use of annuity products and services.
  • Key data from assigned source documents.
  • Process incoming and outgoing requests from agents and policyholders, including but not limited to new business, basic policy changes, surrenders and transfers/rollovers/1035 exchanges.
  • Work effectively with co-workers, agents, policyholders or other departments as needed.

Benefits

  • Competitive base salary
  • Matched 401(k)
  • Fully-funded pension plan (once vested)
  • Bonus programs
  • Generous paid time off including holidays, vacation days, personal time, and sick leave
  • Friendly work environment
  • Structured training program
  • Employee mentoring
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