Back Office Executive- Operations

Virtual Req #26143
Wednesday, March 6, 2024

Job Title: Back Office Executive, Operations


Brief Job Description:

The mission of this job is to promptly perform both financial and non-financial administrative transactions that occurs during the duration of a policy/contract.




  • Accountable for identifying, investigating, evaluating, obtaining, and utilizing critical information required to accurately perform administrative transactions on a policy/contract.
  • Verbally communicate and correspond with outside customers to convey requirements.
  • Handles processing transactions on multiple product lines.
  • Documents all calls clearly and concisely and completes follow-up work.
  • Identify areas of potential risk for the company, including potential fraud.
  • Analyze all incoming documents for appropriateness and completeness and determine whether transaction can be processed. If so, processes the transaction.
  • Serves as 1st approver for financial transactions.
  • Answer customer inquiries.

Basic Qualifications:


  • Back office (Policy Holder Services) processing for life and/or annuity contracts preferred
  • Two-year college degree or equivalent experience in a financial institution operations department, customer service, or annuity product experience.
  • Knowledgeable in life or annuity products.
  • Must have sharp attention to detail and ability to perform with high degree of accuracy.
  • Strong analytical skills to review documents and reach sound decisions
  • Proven oral and written communication skill set.
  • Ability to:
    • Meet multiple performance targets at or above benchmark levels; including, but not limited to:  accuracy, call quality, timeliness, and productivity.
    • Work harmoniously with peers within a small team environment to accomplish both personal and team performance goals.
    • Work with customers in a professional and empathic  manner
    • Work overtime, as needed, to meet daily deadlines  
    • Work simultaneously with multiple computer systems
    • Compute moderately difficult mathematical calculations


  • Available for 8 hour shift between 8am to 8pm working hours; Work from home



Other details

  • Pay Type Hourly
  • Min Hiring Rate $18.00
  • Max Hiring Rate $19.00