Life & Annuity Operations- TM TL SME SPE

Required Skills:

Job Title: Team Manager / Team Lead / SME / SPE Life & Annuity Operations ob Summary We are hiring across multiple levels (Team Manager Team Lead SME and SPE) within Life & Annuity Operations. This role supports end-to-end processing across Death Claims Payouts Annuitization Policy Servicing and Surrender/Liquidation functions. Depending on the level responsibilities range from transaction processing and subject matter expertise to team leadership and strategic oversight. Core Functional Areas Death Claims Processing (Life & Annuity) Annuity Benefit Payments & Continuation Annuitization & Liquidation Payout Processing & Terminal Funding Pension & Retirement Benefits (401(k) 403(b)) Policy Servicing & Benefit Maintenance Partial/Full Surrenders & Withdrawals Regulatory Compliance (Taxation Reg 60 Disclosures) Role-Based Responsibilities 1. Team Manager Lead multiple teams across functions within Life & Annuity operations. Own end-to-end delivery SLA adherence and operational excellence. Drive strategy process improvements and stakeholder engagement. Manage escalations risk compliance and audit readiness. Mentor Team Leads and build leadership pipeline. 2. Team Lead Manage a team handling death claims payouts or servicing processes. Ensure daily operations meet SLA quality and productivity targets. Handle complex cases and provide guidance to team members. Support training performance management and reporting. Act as a bridge between Team Manager and operations team. 3. Subject Matter Expert (SME) Act as the go-to expert for process knowledge and issue resolution. Support complex transactions in: Death claims processing Annuitization and benefit calculations Pension and payout processing Surrenders and liquidation Conduct quality checks and ensure compliance with regulations. Assist in training knowledge transfer and process documentation. Drive process improvements and support audits. 4. Senior Process Executive (SPE) Perform end-to-end transaction processing with high accuracy. Handle: Death claims intake and processing Benefit payments and continuation Policy servicing updates Partial/full withdrawals and surrenders Ensure adherence to SLAs compliance and documentation standards. Escalate discrepancies and support issue resolution. Maintain data accuracy and process integrity. Requirements Required Skills & Experience Experience in Life & Annuity / Insurance / Financial Services. Strong knowledge of: Death claims and benefit payments Annuities and annuitization Pension products (401(k) 403(b)) Surrenders withdrawals and payouts Understanding of regulatory and taxation requirements. Analytical and problem-solving skills. Level-Based Experience Guidelines SPE: 13 years of relevant experience SME: 36 years with strong domain expertise Team Lead: 58 years with team handling experience Team Manager: 8 years with multi-team leadership experience Key Performance Indicators (KPIs) SLA adherence and turnaround time Accuracy and quality Productivity metrics Compliance and audit performance Customer satisfaction Preferred Qualifications Bachelors degree in Finance Business or related field Experience in Life & Annuity domain Lean / Six Sigma certification (preferred)

Required Education:

Any graduate