Insurance & Annuities Administrator

Great Falls, MTfull timeOn Site

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$68k–$84k

H1B: no

Dadavidson Insurance & Annuities Administrator at D.A. Davidson provides administrative and operational support for insurance and annuity business. Supports Financial Professionals with licensing, order processing, and reporting.

Responsibilities

Conduct administrative review of new annuity and life insurance orders
Support Financial Professionals with state insurance licensing requirements and renewal reminders
Collaborate on support process and projects
Submit and monitor carrier appointment requests
Assist with AFFIRM and RightBridge Annuity Wizard cases
Process and reconcile monthly insurance and annuity commission reports
Claim newly issued insurance and annuity contracts in reporting systems
Document insurance and annuity transactions in firm recordkeeping systems
Respond to advisor and associate inquiries professionally

Qualification

Prior experience supporting insuranceStrong administrativeProficiency with Microsoft OutlookKnowledge of Annuity

Required

Prior experience supporting insurance, annuity, wealth management, brokerage, banking, or financial services operations.
Strong administrative, organizational, and follow-up skills with the ability to manage multiple priorities and deadlines.
Proficiency with Microsoft Outlook, Excel, Word, Teams, CRM and web-based workflow or document management systems.
Knowledge of Annuity, Life Insurance, Long Term Care & Disability Insurance products, new business processing, and licensing and education requirements.
Excellent written and verbal communication skills, including the ability to explain processes and requirements clearly to advisor teams and internal partners.
High attention to detail and accuracy when reviewing forms, reports, and transaction documentation.
Ability to work in a regulated financial services environment and maintain confidentiality with client, advisor, and firm information.
Demonstrated ability to build productive relationships with internal departments, external carrier partners, vendors, and advisor teams.