Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Retirement Administration U.S. Regulatory Compliance Fixed Income Finance Reviewing Applications Sales Development Business Transaction Management Client Services Space Allocation Problem Call Center Experience Continuous Improvement Process Accounting

Other Skills

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Customer Service
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Adaptability
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Analytical Skills
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Teamwork
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Detail Oriented
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Willingness To Learn
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Problem Solving

Roles & Responsibilities

High School Diploma or equivalent; 1–2 years of college preferred.
1–2 years of experience in retirement services operations or financial services industry.
FINRA Series 6/63 licenses strongly required.
Strong understanding of retirement products, IRS tax regulations, and FINRA/SEC requirements.

Requirements:

Process annuity new business and in-force transactions accurately and efficiently.
Review applications to ensure all requirements are received In Good Order and identify discrepancies.
Communicate effectively with the field sales team via phone and email to obtain required information.
Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders.

Horace Mann

Insurance

About Horace Mann

Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name. At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families. Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States. Horace Mann offers auto, homeowners and life insurance, retirement annuities, and other financial solutions to educators and their families. We also proudly support our nation’s educators through recognition programs and classroom funding opportunities through DonorsChoose.org. If you respect the teaching community and feel you can help us take care of educators' futures, choose the path you’d like to explore at http://www.horacemann.com/about-us/careers.

Company type: Large

Industry: Insurance

Founded: 2018

Company size: 1001 - 5000

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Job description

At Horace Mann, we’re a purpose-driven company passionate about serving educators and helping them achieve long-term financial security. As a Life & Retirement Advocate, you’ll play a key role in supporting annuity operations and ensuring a smooth, accurate, and compliant experience for our customers and field partners.

In this role, you’ll process new business transactions, support in-force policy changes, and collaborate closely with internal teams and field representatives. You’ll be part of a dynamic, team-oriented environment that values accuracy, continuous improvement, and exceptional service.

If you enjoy problem-solving, working with financial products, and making a meaningful impact, this is a great opportunity to grow your career in Life & Retirement operations.

Key Responsibilities

Process annuity new business and in-force transactions accurately and efficiently.
Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies.
Communicate effectively with the field sales team via phone and email to obtain required information.
Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders.
Meet or exceed established service standards, productivity, and quality goals.
Identify opportunities for process improvement and contribute ideas to enhance operational efficiency.
Collaborate with peers and leadership to maintain workflow efficiency and service excellence.

Qualifications & Experience

High School Diploma or equivalent required; 1–2 years of college preferred.
1–2 years of experience in retirement services operations or financial services industry.
FINRA Series 6/63 licenses strongly required.
Strong understanding of retirement products, IRS tax regulations, and FINRA/SEC requirements.
Excellent communication and analytical skills.
Strong attention to detail and accuracy; above-average math/accounting skills.
Prior call center or customer service experience preferred.
Commitment to ongoing learning, including LOMA/ACS coursework encouraged.
Flexibility to work overtime or adjust schedules as needed.

Pay Range:

$21.44 - $29.16/hr.

Salary is commensurate to experience, location, etc.

Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status

For applicants that are California residents, please review our California Consumer Privacy Notice

All applicants should review our Horace Mann Privacy Policy

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