Philadelphia, Pennsylvania, United States · Remote Solely
$55k–$64k/yr
Job Description: The Sr Operations Processor – Annuity New Business independently manages a wide range of annuity new business transactions, including complex case and exception work, application receipt, entry, and requ…
Skills: Annuity processing, Transaction processing, Exception handling, Financial services operations, Customer service
Philadelphia, Pennsylvania, United States · Hybrid
$125k–$145k/yr
Job Description: The Senior Workday HRIS Analyst provides functional, configuration, and technical support for key HR systems. This role partners closely with HR, IT, and vendor teams to support, coordinate, and execute …
Skills: Workday HCM, Workday Recruiting, HRIS, System Configuration, Business Process Design
Philadelphia, Pennsylvania, United States · Remote OK
Job Description: **Candidate Note: This is a remote position; however, we are specifically seeking candidates located in the Tampa or Orlando, Florida area. We are looking for an External Wholesaler (Regional Marketing D…
Skills: Life insurance sales, Recruiting, Practice management, Financial planning, Prospecting
Florida, United States · Remote OK
Job Description: **Candidate Note: This is a remote position; however, we are specifically seeking candidates located in the Miami or Ft. Lauderdale, Florida area. We are looking for an External Wholesaler (Regional Mark…
Skills: Wholesaling, Recruiting, Practice Management, Life Insurance Sales, Financial Planning
Philadelphia, Pennsylvania, United States · Hybrid
$125k–$140k/yr
Job Description: The Senior Workday People Analytics Analyst serves as a key analytics and reporting partner within HR, transforming Workday data into actionable insights that support workforce planning, talent strategy,…
Skills: Workday Reporting, People Analytics, Data Visualization, Workday HCM, Advanced Reporting
Philadelphia, Pennsylvania, United States · Remote Solely
$48k–$52k/yr
Job Description: Job Description The Service Professional plays a vital role in delivering Top-Tier Service to our clients, ensuring each interaction reflects Penn Mutual’s unwavering commitment to excellence. Our team m…
Skills: Customer service, Problem solving, Communication, Analytical skills, Organizational skills
Philadelphia, Pennsylvania, United States · Remote OK
$65k–$75k/yr
Job Description: Position Overview We are looking for a Senior Service Representative to join our HTK team. Responsible for providing prompt, courteous, and efficient service to producers and Field Offices on HTK product…
Skills: Customer Service, Organizational Skills, Communication Skills, Microsoft Excel, Financial Services Knowledge
Philadelphia, Pennsylvania, United States · Remote OK
$170k–$190k/yr
Job Description: The Sr. Staff Architect – Software Architecture plays a strategic role in designing and evolving modern enterprise application architecture, enabling scalable, secure, and high-performing software platfo…
Skills: Software Architecture, Microservices, API Design, Cloud-Native Development, AWS
Philadelphia, Pennsylvania, United States · Remote OK
$130k–$150k/yr
Job Description: Responsibilities Lead the design, development, and implementation of complex software systems and applications Collaborate with cross-functional teams to understand project requirements and translate the…
Skills: COBOL, PL/I, Assembler, IBM Mainframe, CICS
Philadelphia, Pennsylvania, United States · Remote OK
$115k–$130k/yr
Job Description: The Retirement Plan Services Manager (RPSM) leads the strategy, development, and ongoing support of HTK’s qualified and non-qualified retirement plan platform. This includes designing and executing strat…
Skills: ERISA Knowledge, Defined Contribution Plan Design, Investment Product Analysis, Due Diligence, Regulatory Compliance
Philadelphia, Pennsylvania, United States · Remote OK
$130k–$150k/yr
Job Description: Job Summary: The Senior Data Engineer is responsible for designing, building, and evolving Penn Mutual’s enterprise data platforms and pipelines that enable analytics, reporting, and data-driven decision…
Skills: SQL, Python, AWS, Data Pipeline Design, Data Modeling
Philadelphia, Pennsylvania, United States • Remote Solely
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The Sr Operations Processor manages complex annuity new business transactions, including application entry, funding, and contract issuance. They also provide peer guidance, resolve exceptions, and maintain high standards of quality and compliance.
Candidates must have at least 3 years of experience in annuities, insurance, or financial services operations. A high school diploma is required, while a bachelor's degree is preferred.
The Sr Operations Processor – Annuity New Business independently manages a wide range of annuity new business transactions, including complex case and exception work, application receipt, entry, and requirements management, funding, issuance and contract delivery. The role effectively and professionally communicates directly with Financial Professionals to deliver application details, resolve issues, and build relationships. Additionally, this position supports end-to-end execution of quality work, training, and workflow efficiency. As an experienced team member, the Sr Operations Processor – Annuity New Business serves as a resource to peers and contributes to continuous improvement and operational excellence within a fully remote work environment.
Responsibilities
Process standard and complex transactions for assigned processes or queues including application entry, requirements management, policy issue, check processing and suitability reviews with minimal supervision, while ensuring adherence to quality, compliance, and service standards.
Respond to routine inquiries from business partners or clients/financial professionals, providing accurate updates and resolving standard questions independently.
Research and resolve exceptions by applying policies and procedures, coordinating with upstream and downstream partners, and clearly documenting resolution steps.
Serve as a peer resource by providing guidance, knowledge sharing, and informal coaching to newer or less experienced processors.
Strong written and verbal communication for documenting work and providing updates to business partners or clients/financial professionals as needed.
Monitor personal quality trends; proactively identify rework drivers and suggest process improvements. Support technology improvements through user testing.
Partner cross-functionally to manage cases daily.
Demonstrate a top-tier service mindset by understanding the impact of daily processing on internal and external customers, while fostering a culture of care, accountability, ownership, and professionalism.
Effectively use Microsoft Copilot and AI-enabled tools to support research, documentation, and productivity.
Adhere to all company policies, procedures, and regulatory requirements, ensuring compliance with internal standards and audit expectations.
Maintain current knowledge of industry practices, products, and operational procedures to support accurate processing and service delivery.
Complete all required regulatory, compliance, and job-related training within established timeframes and apply learning to daily responsibilities.
Perform additional duties and responsibilities as assigned to support team, departmental, and organizational objectives.
Knowledge, Skills & Abilities
Strong working knowledge of applicable operational workflows, policies, and system navigation.
Strong organization and accuracy skills and ability to manage competing priorities and maintain productivity independently.
Demonstrated ability to troubleshoot, interpret procedures, and resolve non-routine issues, while maintaining strong adherence to SLAs and QA standards.
Strong communication skills and customer service mindset with the ability to collaborate across teams to resolve issues.
Ability to mentor peers, share knowledge, and contribute positively to team performance.
Proficiency with Microsoft 365 and basic proficiency with AI tools (e.g., Microsoft Copilot and Zoom AI) to support work tasks.
Ability to independently work in a full-time remote work environment.
Education
High School Diploma/GED required.
Bachelor’s Degree or equivalent relevant experience preferred.
Experience
3+ years of experience in annuities, insurance industry or financial services operations, including complex transaction processing and exception handling.
Certifications
LOMA designation (FLMI, ALMI, ACS, etc.) preferred.
Base Salary Range - $55,000 - $64,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
For more than 175 years, Penn Mutual has been a trusted partner to financial professionals across the U.S., placing protection solutions at the center of building stronger financial futures for individuals, families, and businesses. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of financial professionals and their clients, including life insurance, annuities, wealth management, and institutional asset management. To learn more, including current financial strength ratings, visit pennmutual.com.
Offices: Philadelphia, Pennsylvania, US
For more than 175 years, Penn Mutual has been a trusted partner to financial professionals across the U.S., placing protection solutions at the center of building stronger financial futures for individuals, families, and businesses. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of financial professionals and their clients, including life insurance, annuities, wealth management, and institutional asset management. To learn more, including current financial strength ratings, visit pennmutual.com.
Offices: Philadelphia, Pennsylvania, US
