Annuity Specialist Processor
COMPANY OVERVIEW
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
Position Overview
The Annuity Specialist Processor is responsible for the accurate and timely processing of post-issue annuity transactions while delivering exceptional service to internal and external customers. This role reviews, researches, and completes a variety of policy servicing requests, financial adjustments, and transaction corrections in accordance with company policies, regulatory requirements, and service level expectations.
The ideal candidate is detail-oriented, analytical, and thrives in a fast-paced environment. This position requires strong problem-solving skills, the ability to manage multiple priorities, and collaboration across Operations, Customer Service, Compliance, Finance, and other business partners to resolve complex servicing requests and improve operational efficiency.
Key Responsibilities
- Process a wide variety of post-issue annuity transactions, including:
- Policy updates and maintenance
- Financial adjustments
- Payment corrections and reversals
- Check reissues
- Other policy servicing requests
- Research and resolve complex policy inquiries, discrepancies, and escalated servicing issues accurately and within established service standards.
- Review transactions for accuracy, completeness, and compliance with internal controls, regulatory requirements, and company guidelines.
- Maintain detailed documentation of policy administration activities within the policy administration system and supporting applications.
- Partner with Customer Service, Operations, Finance, Compliance, Legal, and other business units to resolve exceptions and ensure positive customer outcomes.
- Analyze servicing processes and recommend improvements that increase efficiency, accuracy, and customer satisfaction.
- Assist with testing, implementation, and ongoing support of process enhancements and system improvements.
- Participate in special projects and departmental initiatives that support operational excellence.
- Maintain organized, audit-ready records and ensure adherence to quality standards.
- Communicate professionally with internal and external business partners via phone, email, and written correspondence when necessary.
- Consistently meet established productivity, quality, and service level expectations.
- Demonstrate flexibility in adapting to changing business needs, regulations, and operational priorities.
Qualifications
- Experience in financial services, insurance, annuities, banking, or a related operations environment.
- Strong attention to detail with a high degree of accuracy.
- Excellent analytical, research, and problem-solving skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong organizational and time management skills.
- Excellent verbal and written communication skills.
- Ability to work independently while contributing to a collaborative team environment.
- Proficiency with Microsoft Office, including Excel, Word, and Outlook.
- Ability to learn and navigate multiple systems efficiently.
- Commitment to delivering exceptional customer service and operational excellence.
This is the expected annual base salary range for this position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $45,000 to $60,000
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email [email protected]. Emails sent for unrelated issues, such as following up on an application, will not receive a response.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access because of your disability. You can request reasonable accommodations by sending an email to [email protected]. Only emails left for this purpose will be returned.
Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.