Annuity Operations Associate

Operations Associate

The Operations Associate is responsible for providing administrative support for the Annuity Insurance Department. The duties include answering phones, making journal entries, account processing, and providing payment solutions. They will respond to internal and external customers via phone, fax, and email. They will be a liaison between customer/financial professionals and institutions including banks, credit unions, and clearing firms. They will perform various account calculations, perform research as needed, and provide phone support for the department.

What you will do:

• Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
• Process routine and complex transactions in an accurate, timely and efficient manner
• Proactively work to identify, interpret and resolve potential problems
• Independently follow procedures to meet service level agreements and achieve quality metrics
• Learn, use and support various financial products, software and systems
• Comply with company policies and regulatory requirements

Additional Skills & Qualifications

Qualifications:

• Administrative, operations, or office experience.
• Strong attention to detail and organizational skills.
• Ability to multitask across several systems and monitors.
• Excellent communication and customer service skills.
• Comfortable handling phone interactions.
• Experience in financial services, insurance, or annuities preferred.

Preferred:

• Financial services operations experience.
• Experience with process improvement initiatives.
• Office/administrative experience are highly preferred.
• Retail customer service experience combined with office support experience.

Experience Level

Entry Level

Job Type & Location

This is a Contract position based out of St. Cloud, MN.

Pay and Benefits

The pay range for this position is $20.00 - $21.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision; Critical Illness, Accident, and Hospital; 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available; Life Insurance (Voluntary Life & AD&D for the employee and dependents); Short and long-term disability; Health Spending Account (HSA); Transportation benefits; Employee Assistance Program; Time Off/Leave (PTO, Vacation or Sick Leave).

Workplace Type

This is a hybrid position in St. Cloud, MN.

Application Deadline

This position is anticipated to close on Aug 28, 2026.