Job Opportunities API

Job Description: The Sr Operations Processor – Annuity New Business   independently manages a wide range of annuity new business transactions , including   complex   case   and exception work ,   application receipt, entry,   and   requirements management,   funding,   issuance   and contract delivery.   The role   effectively and professionally   communicates directly   with Financial Professionals   to deliver application details, resolve   issues,   and build relationships .    Additionally, th is position   s upport s   end-to-end   execution of   quality   work , training, and workflow efficiency . As an   experienced   team member,   the Sr Operations Processor   – Annuity New Business   s erves as a resource to peers and contributes to continuous improvement   and operational excellence   within   a fully remote work environment . Responsibilities • Process standard and complex transactions   for assigned processes or queues   including application entry, requirements management, policy issue, check processing   and   suitability reviews   with minimal supervision , while e nsuring adherence to quality, compliance, and service standards. • Respond to routine inquiries from business partners or clients/financial professionals, providing   accurate   updates and resolving standard questions independently. • Research and resolve exceptions by applying policies and procedures, coordinating with upstream and downstream partners, and clearly documenting resolution steps. • Serve as a peer resource by providing guidance, knowledge sharing, and informal coaching to newer or less experienced processors. • Strong   written   and verbal   communication for documenting work and providing updates   to business partners or clients/financial professionals as needed. • Monitor personal quality trends; proactively   identify   rework drivers   and suggest process improvements .     Support technology improvements through user testing. • Partner cross-functionally   to manage   cases daily. • Demonstrate a top-tier service mindset by understanding the impact of daily processing on internal and external customers, while fostering a culture of care, accountability, ownership, and professionalism. • Effectively use Microsoft Copilot and AI-enabled tools to support research, documentation, and productivity. • Adhere to all company policies, procedures, and regulatory requirements, ensuring compliance with internal standards and audit expectations. • Maintain current knowledge of industry practices, products, and operational procedures to support   accurate   processing and service delivery. • Complete all required regulatory, compliance, and job-related training within established   timeframes   and apply learning to daily responsibilities. • Perform   additional   duties and   responsibilities as   assigned to support team, departmental, and organizational   objectives . Knowledge, Skills & Abilities • Strong working knowledge of applicable operational workflows, policies, and system navigation. • Strong organization   and accuracy   skills   and   ability to manage competing priorities   and   maintain   productivity   independen tly . • Demonstrated ability to troubleshoot, interpret procedures, and resolve non-routine issues , while   maintaining   strong adherence to SLAs and QA   standards. • Strong communication   skills and   customer service mindset with the   ability to collaborate across teams to resolve issues . • Ability to   mentor   peers, share knowledge, and contribute positively to team performance. • P roficiency   with Microsoft 365   and   basic   proficiency   with   AI tools (e.g., Microsoft Copilot and Zoom AI) to support work tasks. • Ability to independently work in a full-time remote work environment . Education • High School Diploma/GED   required . • Bachelor’s Degree   or equivalent relevant experience   preferred . Experience • 3 +   years of experience in   annuities,   insurance   industry   or financial services operations, including complex transaction processing and exception handling. Certifications • LOMA designation (FLMI, ALMI, ACS, etc.)   preferred . Base Salary Range - $55,000 - $64,000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit   www.pennmutual.com . Penn Mutual is committed to   Equal Employment Opportunity   (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.