Financial Servicing Specialist

Group 1001

Annuity Non-Financial Processor servicing inforce annuity contracts at Group 1001 Insurance. Providing information, maintaining records, and adhering to compliance protocols while supporting daily operations.

Posted 7/30/2026full-timeZionsville • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services operations with a strong focus on customer service, effective communication, and adherence to industry regulations. Capable of maintaining detailed electronic records and utilizing analytical skills to solve problems efficiently.

Highest-signal resume keywords

Financial Services ExperienceCustomer Service CommitmentAnalytical Problem SolvingWritten And Verbal CommunicationDecision-Making Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational ProcessingMathematical SkillsAnnuity KnowledgeRegulatory ComplianceRecord Keeping

Soft Skills

Positive AttitudeAdaptabilityInitiativeMulti-TaskingCoaching Reception

Industry Keywords

Financial Product InformationCustomer Requests ManagementInternal ProcessesProceduresTax Implications

About the role

Key responsibilities & impact

Accurately providing information to all incoming inquiries regarding annuity, associated paperwork, tax implications, product information, procedures, and regulations
Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken.
Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
Efficiently utilizing all resources to ensure they are easily accessible when providing information to a client, or supporting a teammate, or manager
Takes ownership of customer requests through to completion and notifying appropriate personnel if problems exists.
Display a positive attitude while adapting and being receptive to change
Takes initiative in learning more by asking questions; investigating error sources to avoid future mistakes; making the best use of time between calls
Excel in a culture that involves ongoing coaching and feedback from a variety of sources, in order to ensure the customer’s needs are met
Display actions that align with our Vision, Mission, and Values

Requirements

What you’ll need

Requires excellent written and verbal communication skills
3 or more years operational or processing experience in financial services, annuity experience preferred
Strong commitment to customer service and quality required
Proven decision-making skills and ability to multi-task required
Effective analytical, problem solving and mathematical skills
BA/BS degree preferred, or equivalent experience required

Benefits

Comp & perks

Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.