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Annuity Specialist I

Department: Suitability & Replacement
Location: Omaha, NE

**This position will be located in the home office in Omaha, NE**

WoodmenLife is looking for an Annuity Specialist to join our team!

WoodmenLife is one of the best places to work in Omaha and has been in business for 130 years. As a member of the WoodmenLife family, you’re joining others who share your commitment to family, community and country. Through WoodmenLife, you’ll have opportunities to connect with others, give back locally, and honor those who make an impact. As a not-for-profit life insurance company, we’ve been helping to protect the financial future of families, making a difference in hometowns across America since 1890. We are passionate about our members, servicing others, being open minded, providing an environment of inclusion and collaborative spirit. We also provide world class benefits to our associates. Is this the type of company you could work for?

General Position Summary:

Enter, Issue and Incomplete annuity applications into multiple computer systems. Through the entry process maintain computer records by accurate entry of information from the application. Applies initial remittance on new business annuity applications using various rules as they apply to state and federal banking regulations. Processes incomplete annuity applications, which includes refunding initial remittance and composing a letter of explanation to the member.

Completes quality checks on annuity applications prior to issue, to ensure accuracy of client and policy information inputted into the multiple computer systems.

We are looking for someone to:

  • Analyze annuity applications recognizing completeness of application, replacement, proper signatures, and compliance with state regulations, including product availability for age and plan based on state signed. Also, review for compliance with AML, fraud detection and Woodmen procedures in OKB or manual.
  • Accurately enter data from the application into the Organization’s computer systems, recognizing and updating existing records based on new information. This includes verifying date of birth, SS#, name and address on previous records held by the applicant.
  • Identify application or form deficiencies and communicate with Sales Representative for clarification and request additional information when needed.
  • Perform accounting transactions such as applying dues are transferring money from other certificates as a result of an exchange, including applying and adjusting all types of annuity premium payments including contributions, direct transfer, rollover and 1035. Assure required documentation is received. Responsible for following strict tax guidelines to ensure money is reported correctly.
  • Performs quality checks and issues all annuity applications. Ensure that all changes or modifications are accurately reflected in the final certificate. Responsible for requesting any post settlement requirement and compose or complete correspondence that will accompany the certificate.
  • Incompletes applications where all of the requirements are not received or not deemed suitable to include interest calculations on money being refunded and communicating with field associates and applicants regarding non-issue reasons.
  • Possesses knowledge of WoodmenLife’s Annuity products. Possesses in-depth knowledge of policies and procedures for business area and knows who to contact to get results.
  • Continually reviews and analyzes the workflow to provide efficient service and meet service level goals. Makes recommendations for changes that enhance the process and improve customer service.

We need someone who has:

  • High school diploma or equivalent work experience.
  • Strong math skills and general accounting skills necessary for calculating interest, transferring monies and researching payments.
  • Strong analytical skills, attention to details and the ability to make independent decisions.
  • Ability to organize and prioritize work in order to meet established time standards and department service levels.
  • Ability to research and investigate previous system transactions and take appropriate action.
  • Ability to effectively communicate and understand information via telephone, voice mail, face-to-face and in writing.
  • Strong PC skills, especially with Word and the ability to work within multiple windows simultaneously.
  • Ability to work in a team environment and also independently.
  • Ability to adhere to Core Operation’s Behavioral Standards including focusing on solutions, being open to feedback and dialogue, taking initiative, and be involved and accountable.
  • The ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service.
  • Engages well with others and are passionate about providing an exemplary customer experience.


  • Knowledge of WoodmenLife’s plans of insurance, policies, procedures and guidelines.
  • Prefer previous experience or familiarity with all new business system screens, AWD, Ingenium, and other system transactions.

If WoodmenLife is the type of company you are looking for and this position is one that you could see yourself doing long-term, please apply on-line to see if it's the right fit for you.

WoodmenLife offers a competitive compensation package and a comprehensive benefits package. As part of WoodmenLife’s employment process, candidates will be required to complete a criminal background check, credit check (where required for position), Fingerprint check (where required for position), drug screen and reference checks. Any offer of employment will be contingent upon successfully passing the above.

WoodmenLife is committed to excellence in diversity by creating an inclusive work environment that values and respects all individuals. We welcome and embrace associates, regardless of background and beliefs. WoodmenLife respects every associate’s unique perspective and contribution. We are committed to creating an inclusive environment that values differences, and creates opportunities for growth, leadership and service. This commitment includes providing equal opportunity in recruitment, employment and promotion, training and community outreach. WoodmenLife is also dedicated to strengthening the communities in which its employees live.


Woodmen of the World Life Insurance Society (WoodmenLife) is an equal opportunity employer.

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