Annuity Administrator

Join Western & Southern Financial Group — Somewhere to Grow, Lead, Win and Do Good for Others

Western & Southern Financial Group (Western & Southern) is one of the strongest financial services groups in the world, with a 138-year history built on trust, compassion and a commitment to our customers and our community. We help provide financial security and peace of mind to millions of families across the country through insurance, investments and retirement solutions.

A Day In The Life of a Case Analyst

The Annuity Administrator analyzes, researches and completes a thorough review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.). Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and accurate manner in accordance with fixed and variable annuity contract provisions, state regulatory requirements, departmental and Securities & Exchange Commission (SEC) procedural guidelines and individual affiliate partnership agreements governing time service.

Duties and Responsibilities:

• Makes decisions on the processing of variable and fixed annuity contracts to ensure compliance with state, federal and SEC regulations.
• Reviews legal documents such as power-of-attorney forms and trust agreements to ensure proper authority exists for transacting business.
• Responsible for resolving inquiries received via telephone, email or written correspondence from clients and agents/producers. Gathers, researches and analyzes policy information to provide accurate information.
• Proactively seeks resolution to client issues. Uses solid judgment in recognizing the need to escalate situations to management.
• Keys pertinent data into mainframe systems to create a policy record. High-level attention to detail is required to ensure accurate reporting.
• Processes 1035 exchanges and transfers according to state replacement laws and Internal Revenue Service Code.
• Analyzes and monitors 1035 requests to ensure state compliance guidelines are met. Investigates and takes action to ensure delivery of paperwork when transfer forms are not received by the transferring institution.
• Reviews applications and related documents against established Company suitability guidelines.
• Analyzes, processes and approves partial and full surrender withdrawal requests of contract owners. Performs conservation efforts by offering contract owners alternatives to contract surrender and tracking retention effort results.
• Executes trade requests from contract owners and brokers on variable products.
• Calculates payout provision amounts for annuitization or maturity option elections for all life and annuity products; coordinates the receipt of needed paperwork; and creates the periodic payment record in the payout system.
• Processes surrenders of contracts under the free look provision, refunding annuity premium considerations and adjusting premium tracking files when applicable.
• Provides accurate tax information on qualified and non-qualified contract disbursements.
• Investigates client requests or complaints utilizing system and contract provisions to analyze and provide resolution equitable to client and Company.

Desired Competencies and Skills:

• Strong analytical and problem-solving skills with the ability to evaluate complex information and make sound decisions.
• Excellent verbal and written communication skills with the ability to convey information clearly and professionally.
• Demonstrated ability to work independently and manage multiple priorities in a fast-paced environment.
• Strong attention to detail with excellent organizational and time management skills.
• Proficiency with computer systems and ability to learn multiple platforms.
• Ability to adapt to changing processes and business needs.
• Proven experience in either insurance, banking or related financial industry customer service and/or processing department. This includes activities involving accounting, processing and telephone customer service.
• Proven experience working in a customer-oriented field and effectively articulating information to clients in an empathetic and understanding manner to resolve customer concerns/inquiries.

Why Work for Us

We know people do their best work when they feel valued and are supported. That’s why we offer a comprehensive benefits package designed to help you succeed both at work and at home, including:

• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

Headquartered in Cincinnati, Ohio, Western & Southern is a Fortune 500® company recognized as one of America’s Best Midsize Employers by Forbes1. We invest in our associates through meaningful skill development, leadership opportunities and career coaching.

Our commitment to career growth and employee development earned us national recognition, including two gold badges from Where You Work Matters and Top 10 Military Friendly Employer and Top Spouse Employer designations. We take pride in helping associates build meaningful careers through award-winning development programs and leadership opportunities. Hear what our associates say about their experience at W&S!

We also recognize that talent comes from many different backgrounds and experiences. If you're excited about this opportunity but don't meet every qualification, we encourage you to apply.

Our Culture

Western & Southern is built on a culture driven by integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

Western & Southern is not just a place to work — it’s somewhere to grow, lead, win and make a difference in your career and community.

Learn more at www.westernsouthern.com/careers.

From Fortune ©2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine and Fortune Media (USA) Corporation are not affiliated with, and do not endorse products or services of, Western & Southern Financial Group.

1 https://www.forbes.com/lists/best-midsize-employers/

PRCC-0139 202606