Annuity Post Issue Representative III
MetLife - Charlotte, NC

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Job Location

Charlotte, NC

Job Description

Annuity Operations associate responsible for processing intermediate to complex annuity financial transactions, resolution of transaction requests that are not of good order, and/or complex correspondence. This position may also provide Full Service and ERISA Plan Support.

Functional Responsibilities:
Process intermediate to complex financial post issue transactions.

Research and provide resolution regarding returned checks.

Author original correspondence and perform intermediate to complex research projects.

Resolve Not Of Good Order Transactions

Respond to requests for Power of Attorney, QDRO, and Subpoena

Cost Basis and Tax Inquiry research and response

May provide Full Service and ERISA TPA plan Support

Process Claims Transactions and Correspondence

Process Annuitization Quotes and Transactions

Performs other Post Issue duties as required or assigned.

Position Requirements:
Highly knowledgeable of the Company’s annuity systems.

Bachelor’s degree in related field or equivalent experience.

3-5 years of related work experience.

FINRA Series 6 license

Competencies: communicated effectively, focuses on customer, organizational skills, demonstrated technical and functional expertise, detail oriented and uses sound business judgment.

Business Category

Americas Region

Job Category
Financial Services

Salary Grade


Number of Openings


Equal Employment Opportunity
MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce.

How To Apply
For immediate consideration, click on the Apply Now button below. You will be directed to complete an on-line profile which may take 15 – 20 minutes to complete. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.

MetLife - 17 months ago - save job - block
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