IAO Account/ Financial Analyst

Overview

Remote
Depends on Experience
Accepts corp to corp applications
Contract - W2
Contract - 12 Month(s)

Skills

Accounting
Annuities
Finance
Research
Training

Job Details

Accounting/Finance

Remote 100%

IAO Financial Processor

  • 1-3 years experience; Researching, analyzing and processing service requests for issued contracts.
  • Provide contract maintenance for annuity contracts which may include but is not limited to single and flexible-premium fixed, indexed, and variable annuity contracts, as well as structured settlements and pension contracts.
  • Processes from instructions received via hard copy paper instruction or by electronic means.
  • Reviews, interprets, and processes a variety of financial and/or non-financial contract requests received from agents/brokers, broker dealers, Third Party Administrators or clients.
  • Meets or exceeds departmental quality and service standards.

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