25 days old

Sr. Annuity Operations Specialist

Brighthouse Financial
Charlotte, NC 28277
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  • Job Code
Req Id: 2962
Job location: Charlotte, NC, US, 28277

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they've earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.

At Brighthouse Financial, we're fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we're better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security. We're se eking passionate, high-performing team member to join us. Sound like you? Read on.

How This Role Contributes to Brighthouse Financial:

The Sr. Annuity Operations Specialist will play an important role in continuous improvement by identifying opportunities for efficiencies and/or cost savings. This person will work with key stakeholders to understand the operational impact of an issue across the entire organization and work with the appropriate parties to implement change based on that understanding . The position will play a critical role in maintaining a consistent service experience by working directly with Third Party Administrators (TPAs) and key internal business partners (e.g., Distribution, Marketing, IT) to improve processes and working relationships

Work Location:

To protect the health and safety of our employees, our offices are closed until at least May 2021. When our offices reopen, the individual hired for this role will be based in our Charlotte, NC office or can continue to work remotely.

Key Responsibilities:
  • Understand and act on continuous improvement efforts within Insurance operations
  • Collab orate with Director of Annuity Operations to discuss existing service-level misses, systemic issues, and potential service disruptions that might impact operational processes, and work towards service improvement activities
  • Work directly with Third Party Administrators (TPAs) to identify areas for continuous improvement through process mapping, root cause analysis, brainstorming, business impact assessments, gap analysis, and project planning
  • Create, refine, and implement Standard Operating Procedures within the TPA and partner with BH key stakeholders (e.g., Legal, Compliance, Product) where needed
  • Lead connection with internal business partners (Distribution, Marketing) to assist advisor and Client Issue Resolution in addressing service-related problems relating to operations processes
  • Work with Director of Annuity Operations to maintain customer experience by using various monitoring processes and resolution of service problems.

Essential Business Experience and Technical Skills:
  • 8+ years of experience in the life insurance and annuity industry preferred, with at least 5 years focus on operations processes, workflows, and process excellence
  • Current knowledge of the Annuity/Retirement Solutions Operations environment and platforms
  • Passion for continuous improvement
  • Must be comfortable with and driving change
  • Strong Data Analytical skills
  • Proficient MS Visio, excel, Minitab (or other statistical analytic software)
  • Customer-centric mindset, ability to prioritize and resolve issues
  • Strong written and verbal communication skills
  • Excellent relationship building skills, and a client-service mindset
  • Excellent time management skills and attention to detail

Our Benefits:
  • Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
  • Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
  • Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
  • Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability


Less than 5%

Number of Openings:


Posted: 2020-12-22 Expires: 2021-01-23

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Sr. Annuity Operations Specialist

Brighthouse Financial
Charlotte, NC 28277

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