IA Operations Technical Associate

Employer Industry: Financial Services

• Salary up to $37.26 per hour
• Annual incentive bonus plan to reward performance
• Comprehensive benefits package including medical, dental, vision, and 401(k) plan with matching contributions
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually, with increases based on tenure
• Supportive management approach with opportunities for career growth and advancement
• Employee giving program that doubles donations to eligible nonprofits and schools

• Process complex annuity transactions from application through claim, ensuring accuracy and compliance
• Review applications and legal documents for completeness, suitability, and adherence to state and federal guidelines
• Perform accounting-related tasks to calculate and process distributions and claim payments
• Support accurate tax reporting and serve as a subject matter expert for tax-related processes
• Research and communicate complex policy, financial, tax, and legal information to policy owners, agents, and beneficiaries

• High School diploma or equivalent
• 3+ years of experience in financial services or insurance, including exposure to individual annuities
• Ability to interpret and apply accounting principles, technical information, and legal documentation
• Strong written and verbal communication skills
• Working knowledge of insurance industry software and basic accounting/math

• Bachelor’s degree
• Experience supporting tax reporting processes
• Familiarity with policy administration systems and suitability requirements