Annuity Operations Analyst

Location:

4900 Tiedeman Road, Brooklyn Ohio

The annuity operations team provides back-office support for Key Investment Services advisors with new annuity and life insurance orders as well as the maintenance of existing annuity policies.

Essential Job Functions for the Annuity Operations Analyst are as follows:

• Review annuity applications and related documentation
• Work with KIS advisors to ensure funding is in place for annuity orders
• Assist with annuity linking and delinking requests
• Process manual annuity and life insurance orders
• Assist advisors with questions regarding rep changes on annuity policies.
• Communicate and follow up on all items that are not in good order
• Monitor Work Basket to complete assigned tasks
• Contact carriers to request statements, discuss the status of orders, troubleshoot issues with policies
• Document and maintain department procedures
• Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines.
• Prioritize workloads and issues while working independently with minimal supervision.
• Comprehensive understanding of risks and controls
• Ad hoc project involvement and/or assignments from management

Required Qualifications:

• Bachelors degree required or equivalent (required)
• 3-5 years banking or brokerage experience
• Ability to recognize and understand client issues and develop appropriate responses and solutions
• Self-motivated, flexible, and adaptable with the ability to handle changing priorities to support the team as needed
• Excellent organizational skills and strong attention to detail
• Strong written and verbal communication skills

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Work Location Category

• Hybrid

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 12/31/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

 

 

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