Annuity Associate

Post Date

Mar 18, 2025

Location

Philadelphia,
Pennsylvania

ZIP/Postal Code

19103
US
May 30, 2025 Insight Global

Job Type

Contract-to-perm

Category

Administrative Assistant

Req #

PHL-769728

Pay Rate

$15 - $19 (hourly estimate)

Job Description

Our life insurance client is looking for an Annuities Associate to join their team. They will be responsible for managing incoming overnight and regular mail. The Associate performs a first review of the checks to be saved and prepared for processing.

Day to Day Includes:
Receive and review incoming applications for completeness.

Receive and review incoming checks for completeness.

Deposit annuity premium checks daily.

Process applications and corresponding paperwork and document any outstanding requirements.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience

Strong organizational, oral, and written communication skills.
Ability to learn all required systems, processes, and terminology quickly.
Work in a fast paced environment.
Knowledge in all Microsoft Suites

Nice to Have Skills & Experience

Insurance Background

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.