Annuity Operations Specialist (Charlotte, NC ((Hybrid) or Remote)

Where You’ll Work

Our flexible, hybrid work model offers the option to work remotely or in the office.

How You’ll Contribute

As an Annuity Operations Specialist, you’ll be responsible for supporting continuous improvement by identifying opportunities for efficiency and/or cost savings. This person will work with key stakeholders to understand the operational impact of an issue across the entire organization and work with the appropriate parties to implement change based on that understanding. The position will be dependent upon maintaining consistent service experience by working directly with Third Party Administrators (TPAs) and key internal business partners (e.g., Distribution, Marketing, IT) to improve processes and working relationships.

In This Role, You’ll Get To

• Review product/distribution requirements to determine impact to business, including systems, forms, workflows, and client correspondence
• Write, document, review, and obtain sign-off on business requirements
• Partner with IT to translate business requirements into system capabilities and assess downstream business impact
• Document current and future state workflows to support development and enhancement efforts
• Work directly with Third Party Administrators (TPAs) to identify areas for continuous improvement through process mapping, root cause analysis, brainstorming, business impact assessments, gap analysis, and project planning
• Support continuous improvement efforts within Insurance operations
• Collaborate with Director of Annuity Operations to discuss existing service-level misses, systemic issues, and potential service disruptions that might impact operational processes, and work towards service improvement activities
• Help to create, refine, and implement Standard Operating Procedures within the TPA and partner with BH key stakeholders (e.g., Legal, Compliance, Product) where needed
• Partner with internal business partners (Distribution, Marketing) to assist advisor and Client Issue Resolution in addressing service-related problems relating to operations processes
• Work with Director of Annuity Operations to maintain customer experience by using various monitoring processes and resolution of service problems
  
  

We’re Looking For People Who Have

• 5–7 years of experience in the life insurance and annuity industry, with a focus on operations processes, workflows, and process excellence
• Current knowledge of the Annuity/Retirement Solutions Operations environment and platforms
• Strong project management skills with experience driving cross-functional collaboration
• Proven ability to identify processing issues, operational risks, and improvement opportunities
• Data analytical skills
• Proficient in Microsoft Office Suite
• Ability to apply an advisor/client perspective when evaluating processes and solutions
• Customer-centric mindset, ability to prioritize and resolve issues
• Interpersonal, relationship building skills, and a client-service mindset
• Solid written and verbal communication skills
• Time management skills and attention to detail
• Passion for continuous improvement
• Must be comfortable with and driving change
  
  

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What You’ll Receive

• Compensation – Base salary ranging from $90,000 - $110,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
  
  

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

• Ranked by 2024 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2025.