Annuity Policy Admin

Consultant Opportunities at Financial Customer in Twin Cities

We have two consultant openings at a Financial customer in the Twin Cities. These candidates will be supporting the Roth IRA conversions "PRC project". Part of this process requires them to create a duplicate policy, which is a manual process. They will also be involved in other tasks such as training, compliance requirements for Variable undeliverable checks, and phone work to obtain valid addresses.

Inforce Fixed Annuity Operations - Insurance Policy Administration

Our customer that specializes in Fixed and Variable Annuities is looking for an addition to the team. This is a long-term opportunity as a consultant, starting at six months and getting extended after reviews. The reason for the opening is because they just hired on our consultant. There is a chance to apply and get hired on permanently after the interview process.

Typical day for the consultant that gets the position : Working on complex tasks that are required to be completed onshore, other standard tasks are offshore. Viewed as the subject matter expert (SME) on questions around allocation changes for the offshore team, providing changes to Annuity Policies inforce, handling divorces, reviewing power of attorney, legal documents, bank statements, contract language. Candidate MUST have strong written communication. General customer correspondence comes to this team for onshore and offshore, this team will respond to those correspondence. The customer is usually requesting something that needs critical thinking, and investigation in order to provide a thoughtful and professional response. No phone calls, every now and then they may make a call. Usually go weeks or months without making a call.

Avoid candidates with management experience, want individual contributors.

Skills and Qualifications Required

Customer service, data entry, administrative support, claim, office management, insurance, call center, clerical, Microsoft office, filing, administration, excel data entry, support, underwriting, reports and analysis, Microsoft office suite, quality assurance, data analysis.

Top Skills Details

Customer service

Additional Skills & Qualifications :

• HS Diploma
• 2+ years of recent Financial Services or Customer Service experience or Processing experience
• College graduate is acceptable

Experience Level

Intermediate Level

Pay and Benefits

The pay range for this position is $18.00 - $23.00 / hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :

Workplace Type

This is a hybrid position in Minneapolis, MN.

Application Deadline

This position is anticipated to close on Nov 11, 2025.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.