14 days old

Annuity Administration Clerk

Guggenheim Life and Annuity Company Holdings
Indianapolis, IN 46201
  • Job Code
Guggenheim Life and Annuity Company Holdings

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

ID: 2020-1244


Guggenheim Life and Annuity is seeking an administrative clerk supporting a variety of Annuity Administration tasks. This individual will join a highly collaborative team responsible for processing new business applications and transactions for existing annuity contracts. In the Clerk position you will sort incoming new business applications; handle incoming and outgoing 1035 exchange requests; import incoming faxes and messages from the common new business line; prepare bind and mail outgoing contracts; and communicate with outside annuity clients including agents beneficiaries trustees attorneys and power of attorneys. You may also participate in testing a variety of system modifications. In this role you will have an opportunity to apply your excellent office administrative and organizational skills and further develop your overall knowledge of annuity processing in a fast-paced and growing operation center.

The position is located on the north side of Indianapolis Indiana.


  • Reviews, analyzes, sorts and mails/faxes all 1035 exchange requests. May make outgoing follow-up phone calls for 1035 exchanges.
  • Follows up with other financial service institutions, marketing organizations, or agents regarding any outstanding requirements, and/or communication regarding outstanding new business issues.
  • Researches and responds to email requests that come to the new business email box.
  • Proofs, validates, prepares and binds new business contracts for mailing. Cross checks team members paperwork before it is sent out to clients and/or agents. Prepare outgoing contracts using the most effective and efficient distribution methods, including USPS and other vendors for express mailings.
  • Monitors queues within the administration system to ensure transactions and requests can be processed within productivity standards. Questions anomalies in work queue and/or transactions, including extreme volumes, and keeps management team informed of work queues status.
  • Reviews and imports incoming faxes into Onbase workflow.
  • May provide back for mailroom duties, as needed.


  • High School diploma or GED
  • 1-3 years of experience in a clerical role in a professional office environment
  • Exposure to insurance and/or annuity industry helpful
  • Strong communication skills, including oral and written skills
  • Ability to prioritize workflow, establish and meet deadlines, manage multiple concurrent tasks
  • Flexibility in scheduling of daily activities
  • Able to learn quickly and understand complex systems
  • Proficient computer skills, including keyboarding, with basic understanding of MS Word and Excel, and exposure client relationship management (CRM) applications helpful
  • Professional designations such as LOMA's Associate Life Management Institute (ALMI), Associate Customer Service (ACS), or Associate Annuity Products Administration (AAPA) are extremely helpful and encouraged

In addition, the ideal candidate will be or will have:
  • Responsible, reliable, and accountable
  • Organized, multi-tasking, self-directed
  • Team oriented
  • Professional and diplomatic
  • Innovative and inquisitive
  • Intuitive, problem solver, analytical
  • Dedicated and dependable

About Guggenheim Life and Annuity Company

Guggenheim Life and Annuity Company, a subsidiary of Guggenheim Partners, provides financial services to institutional and retail customers through fixed annuity products distributed through networks of independent marketing organizations and agents nationwide.

To succeed in the Guggenheim culture, candidates must be self-starters and strive for results. We are looking for people who operate as business owners, adhere to the highest standards and think creatively to realize opportunities, wherever they may be.



Posted: 2020-06-27 Expires: 2020-07-28

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Annuity Administration Clerk

Guggenheim Life and Annuity Company Holdings
Indianapolis, IN 46201

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