Annuity Operations Analyst
- Pay
- $48,000 – $72,000 per year
- Location
- Brooklyn, OH
- Listed
- 2 days ago
Location: 4900 Tiedeman Road, Brooklyn Ohio
The annuity operations team provides back-office support for Key Investment Services advisors with new annuity and life insurance orders as well as the maintenance of existing annuity policies.
Essential Job Functions for the Annuity Operations Analyst are as follows:
- Review annuity applications and related documentation
- Work with KIS advisors to ensure funding is in place for annuity orders
- Assist with annuity linking and delinking requests
- Process manual annuity and life insurance orders
- Assist advisors with questions regarding rep changes on annuity policies.
- Communicate and follow up on all items that are not in good order
- Monitor Work Basket to complete assigned tasks
- Contact carriers to request statements, discuss the status of orders, troubleshoot issues with policies
- Document and maintain department procedures
- Make quality decisions in a timely manner; sometimes with incomplete or ambiguous information and under tight deadlines.
- Prioritize workloads and issues while working independently with minimal supervision.
- Comprehensive understanding of risks and controls
- Ad hoc project involvement and/or assignments from management
Required Qualifications
- Bachelors degree required or equivalent (required)
- 3-5 years banking or brokerage experience
- Ability to recognize and understand client issues and develop appropriate responses and solutions
- Self-motivated, flexible, and adaptable with the ability to handle changing priorities to support the team as needed
- Excellent organizational skills and strong attention to detail
- Strong written and verbal communication skills
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Work Location Category
- Hybrid
Compensation and Benefits
- This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually.
- Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
- Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
- Please click here for a list of benefits for which this position is eligible.
- Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
- #LI-Hybrid
Equal opportunity and legal notices
Job Posting Expiration Date: 12/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing.
From KeyBank's careers page, first listed on Rolev.ai on November 7, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Annuity Operations Analyst role at KeyBank?
The Annuity Operations Analyst posting at KeyBank states compensation of $48,000 – $72,000 per year. Final pay may depend on location, experience, and interview evaluation on KeyBank's official career site.
Where is the Annuity Operations Analyst job at KeyBank located?
This Annuity Operations Analyst position at KeyBank is located in Brooklyn, OH. Always check KeyBank's application page for specific state eligibility or relocation policies.
How do I apply for the Annuity Operations Analyst position at KeyBank?
This listing links directly to KeyBank's Workday application page. You can apply directly on KeyBank's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.