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Annuity Escalation Support Analyst (Charlotte, NC (Hybrid) or Remote)

Annuity Escalation Support Analyst (Charlotte, NC (Hybrid) or Remote)

Brighthouse FinancialCharlotte, NC, US
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Annuity Escalation Support Analyst (Charlotte, NC (Hybrid) or Remote)

Where you'll work : Our flexible, hybrid work model offers the option to work remotely or in the office.

How you'll contribute : As an Annuity Escalation Support Analyst, you'll be responsible for providing support on all escalations submitted from wholesalers on behalf of financial professionals and firms. This role will align directly to a Divisional Sales Manager and their Internal and External Wholesalers. Escalations will include, but not limited to, new business, licensing, post issue, and claims transactions. This role will be within Enterprise Operations but strongly partner with our distribution organization.

In this role, you'll get to :

  • Partner with Wholesalers, Divisional Sales Manager, and Head of National Annuity Sales to provide escalation services for new business, licensing, post-issue, and claims transactions.
  • Provide support our distribution business by working directly with our Third-Party vendor, Alliance-One, on all annuity escalations.
  • Research and resolve wholesaler and financial professional service-related issues and all other inquiries while providing an excellent financial professional experience.
  • Have direct advisor interactions via email correspondence or via phone.
  • Have full accountability and ownership of problems until resolution.
  • Other duties as assigned.

We're looking for people who have :

  • 3+ years of annuity industry experience preferred but not required.
  • Customer service experience.
  • Able to communicate clearly and concisely.
  • High degree of professionalism.
  • Conscientious and detail oriented.
  • Ability to work on a tight timeline with a sense of urgency.
  • Ability to work independently and collaborate in a team environment.
  • Expected to maintain a thorough knowledge of existing, new and enhanced annuity products to provide escalation support.
  • Bachelor's degree preferred.
  • Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.

    What you'll receive :

  • Compensation Base salary ranging from $52,000.00 to $68,000.00 plus competitive performance-based incentives determined by company and individual results.
  • Flexible Work Environment Work remotely or in the office to better thrive in all areas of life.
  • Paid Time Off Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
  • Financial Health Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
  • Health and Wellness Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
  • Family Support Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
  • Life and Disability Support Gain access to company-paid basic life insurance and short-term disability insurance.
  • Travel : None

    Number of Openings : 1

    The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

    Why join us? Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S., and we specialize in products designed to help people protect what they've earned and ensure it lasts.

    We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com / about-us / careers / .

    We're one of the largest providers of annuities and life insurance in the U.S., and our commitment to being a great place to work has earned us recognition from Forbes as one of America's Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte.

  • Ranked by 2023 admitted assets. Best's Review : Top 200 U.S. Life / Health Insurers. AM Best, 2024.
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