Annuity Service Specialist
Posted: 06/24/2026
Employment Type:
Contract
Industry: Customer Service
Job Number: 19912
Pay Rate: 26.00
Job Description
Annuity Service Specialist
My client located in The Woodlands, Texas is in need of a Annuity Service Specialist. This is an onsite contract-to-hire opportunity.
Company Profile
Our client is a well-established estate planning and insurance services organization specializing in annuities, life insurance products, and retirement planning solutions. They provide personalized service to clients throughout the policy lifecycle and are seeking a detail-oriented professional to support their growing operations.
Annuity Service Specialist Role
Work directly with Agents to prepare, process, and submit annuity applications
Handle correspondence and communications with insurance carriers
Assist clients with policy service requests including: Death claims, Required Minimum Distributions (RMDs), Beneficiary changes, Withdrawals, and other policy servicing needs
Monitor pending business and proactively follow up on outstanding client and carrier requests
Maintain accurate customer files and policy records
Keep Accounting informed regarding the processing and issuance of annuity applications
Prepare and submit weekly reports detailing pending business activity and annuity application status updates
Maintain and update client databases and records
Compile and maintain current client lists
Manage schedules and coordinate client appointments for Agents as needed
Build and maintain professional relationships with clients through ongoing communication and support
Utilize Salesforce, Firelight, and other insurance agency systems to process and upload applications
Perform additional administrative and operational duties as assigned
Assist with occasional client appreciation and marketing events held outside normal business hours
Support event setup, attendee registration, appointment scheduling, and administrative functions during company-sponsored seminars and movie events
Participate in approximately 1-2 evening marketing events per month as business needs require, these events can last till 9 pm.
Annuity Service Specialist Background Profile
High school diploma or equivalent required
Minimum of 3 years of annuity processing experience required
Strong knowledge of annuity and life insurance products required
Experience communicating directly with clients and agencies required
Experience utilizing Salesforce, Firelight, or similar insurance processing platforms preferred
Strong proficiency with Microsoft Office Suite, including Excel required
Ability to manage multiple priorities while meeting deadlines
Strong attention to detail and organizational skills
Ability to work effectively in a fast-paced environment with competing priorities
Professional communication and relationship-building skills
My client located in The Woodlands, Texas is in need of a Annuity Service Specialist. This is an onsite contract-to-hire opportunity.
Company Profile
Our client is a well-established estate planning and insurance services organization specializing in annuities, life insurance products, and retirement planning solutions. They provide personalized service to clients throughout the policy lifecycle and are seeking a detail-oriented professional to support their growing operations.
Annuity Service Specialist Role
Work directly with Agents to prepare, process, and submit annuity applications
Handle correspondence and communications with insurance carriers
Assist clients with policy service requests including: Death claims, Required Minimum Distributions (RMDs), Beneficiary changes, Withdrawals, and other policy servicing needs
Monitor pending business and proactively follow up on outstanding client and carrier requests
Maintain accurate customer files and policy records
Keep Accounting informed regarding the processing and issuance of annuity applications
Prepare and submit weekly reports detailing pending business activity and annuity application status updates
Maintain and update client databases and records
Compile and maintain current client lists
Manage schedules and coordinate client appointments for Agents as needed
Build and maintain professional relationships with clients through ongoing communication and support
Utilize Salesforce, Firelight, and other insurance agency systems to process and upload applications
Perform additional administrative and operational duties as assigned
Assist with occasional client appreciation and marketing events held outside normal business hours
Support event setup, attendee registration, appointment scheduling, and administrative functions during company-sponsored seminars and movie events
Participate in approximately 1-2 evening marketing events per month as business needs require, these events can last till 9 pm.
Annuity Service Specialist Background Profile
High school diploma or equivalent required
Minimum of 3 years of annuity processing experience required
Strong knowledge of annuity and life insurance products required
Experience communicating directly with clients and agencies required
Experience utilizing Salesforce, Firelight, or similar insurance processing platforms preferred
Strong proficiency with Microsoft Office Suite, including Excel required
Ability to manage multiple priorities while meeting deadlines
Strong attention to detail and organizational skills
Ability to work effectively in a fast-paced environment with competing priorities
Professional communication and relationship-building skills
Job Requirements
At least 3 years of experience with Annuity processing
Experience dealing with direct communications with clients and agencies
Additional Information
dfwHR is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by dfwHR or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
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Looking for exciting job opportunities in The Woodlands, Texas area? Discover a wealth of career options that await you in this vibrant region. Located just north of Houston, The Woodlands offers a perfect blend of suburban tranquility and urban sophistication. With a thriving job market, top-rated schools, and an array of outdoor amenities including The Woodlands Waterway, Hughes Landing, and the Cynthia Woods Mitchell Pavilion, this charming community is the ideal place to grow your career. From exploring unique shops and galleries at Market Street to enjoying delicious Texas-style barbecue, there's no shortage of reasons to consider making The Woodlands your home. Dive into our job listings now and set your sights on a bright future in this enchanting region.