Variable Life and Annuity Specialist

Job description

Zurich is currently looking for a Variable Life and Annuity Specialist for our Accident & Health (A&H) Division. This position will be based out of Overland Park, Kansas. As a Variable Life and Annuity Specialist, you will play a key role in supporting Accident & Health as a highly motivated and detail-oriented professional. This role supports the administration of high-income variable life insurance. The ideal candidate will have 3–5 years of experience in the investment or fund administration industry, with exposure to trade processing and financial advisor support. This position requires strong coordination skills, accuracy in processing investment transactions, and a client-focused mindset. What will you be doing?: - Reviewing trade requests for accuracy and completeness. - Providing trade instructions to our third-party administrator for processing. - Inputting transaction information into our in-house administration system. - Accurately input transaction data into internal policy administration and investment systems. - Coordinating trade transactions with various fund managers. - Processing and distributing investment related correspondence. - Generating and distributing rep...