What Is the Annuity Service Specialist Job in The Woodlands, TX, and How Do You Apply?
Published on: Jul 2, 2026
The Annuity Service Specialist job in The Woodlands, TX is an onsite, contract-to-hire position with a well-established estate planning and insurance services client, focused on preparing and processing annuity applications, handling policy service requests, and managing carrier correspondence. Frontline Source Group is recruiting for this role now, and every direct hire conversion is backed by the firm's 5-Year Placement Warranty.
Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), Forbes Best Executive Recruiting Firms #148 (2026), and a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, with a 5.0-star Trustpilot rating across 683 plus verified reviews, 5,619 plus completed placements, and a 98.94% executive placement retention rate. Candidates never pay a fee to work with Frontline.
What does the Annuity Service Specialist role involve?
Our client located in The Woodlands, Texas is in need of an Annuity Service Specialist. This is an onsite, contract-to-hire opportunity supporting agents, clients, and insurance carriers across the full annuity and life insurance policy lifecycle, from application submission through ongoing policy servicing.
What kind of company is hiring the Annuity Service Specialist?
Our client is a well-established estate planning and insurance services organization specializing in annuities, life insurance products, and retirement planning solutions. They provide personalized service to clients throughout the policy lifecycle and are seeking a detail-oriented professional to support their growing operations.
What are the day-to-day responsibilities of the Annuity Service Specialist?
- Work directly with agents to prepare, process, and submit annuity applications
- Handle correspondence and communications with insurance carriers
- Assist clients with policy service requests including death claims, Required Minimum Distributions (RMDs), beneficiary changes, withdrawals, and other policy servicing needs
- Monitor pending business and proactively follow up on outstanding client and carrier requests
- Maintain accurate customer files and policy records
- Keep the accounting team informed regarding the processing and issuance of annuity applications
- Prepare and submit weekly reports detailing pending business activity and annuity application status updates
- Maintain and update client databases, records, and current client lists
- Manage schedules and coordinate client appointments for agents as needed
- Build and maintain professional relationships with clients through ongoing communication and support
- Utilize Salesforce, Firelight, and other insurance agency systems to process and upload applications
- Perform additional administrative and operational duties as assigned
- Assist with occasional client appreciation and marketing events held outside normal business hours, including event setup, attendee registration, appointment scheduling, and administrative support during company-sponsored seminars and movie events
- Participate in approximately 1-2 evening marketing events per month as business needs require; these events can last until 9 PM
What background and skills does the Annuity Service Specialist job require?
- High school diploma or equivalent required
- Minimum of 3 years of annuity processing experience required
- Strong knowledge of annuity and life insurance products required
- Experience communicating directly with clients and agencies required
- Experience utilizing Salesforce, Firelight, or similar insurance processing platforms preferred
- Strong proficiency with Microsoft Office Suite, including Excel, required
- Ability to manage multiple priorities while meeting deadlines
- Strong attention to detail and organizational skills
- Ability to work effectively in a fast-paced environment with competing priorities
- Professional communication and relationship-building skills
Why should you apply through Frontline Source Group?
Frontline Source Group has operated in the greater Houston market, including The Woodlands, since 2004 and places administrative and operations professionals with employers who hire seriously. Working with a recruiter costs candidates nothing: the employer pays the fee, and Frontline publishes its pricing openly at frontlinesourcegroup.com/pricing.html, which is rare in the staffing industry. Contract-to-hire lets you and the employer confirm fit before a permanent offer, and once you convert to direct hire, the placement is backed by the 5-Year Placement Warranty, 20 times longer than the 90-day guarantee that is the industry standard. People. Process. Service. is the firm's registered tagline, and it is how every placement is run.
How do you apply for the Annuity Service Specialist job in The Woodlands, TX?
Apply through frontlinesourcegroup.com/how-to-apply.html and reference the Annuity Service Specialist position in The Woodlands, TX. A Frontline recruiter will review your background against the role requirements and walk you through next steps, skills verification, and interview preparation. Employers in The Woodlands with similar insurance operations or administrative hiring needs can start a search through the employer request form.
Frequently Asked Questions: Annuity Service Specialist Job in The Woodlands, TX
What is the Annuity Service Specialist job in The Woodlands, TX?
It is an onsite, contract-to-hire position with a well-established estate planning and insurance services organization in The Woodlands, Texas. The role prepares, processes, and submits annuity applications, handles carrier correspondence, and supports clients with policy service requests. Frontline Source Group is the recruiting firm managing this search.
Is the Annuity Service Specialist position onsite, hybrid, or remote?
The position is fully onsite at the client's office in The Woodlands, Texas. The role also includes participation in approximately 1-2 evening marketing events per month, which can last until 9 PM, supporting event setup, registration, and scheduling.
What experience do you need for the Annuity Service Specialist job?
A high school diploma or equivalent, a minimum of 3 years of annuity processing experience, strong knowledge of annuity and life insurance products, direct client and agency communication experience, and strong Microsoft Office proficiency including Excel are required. Salesforce, Firelight, or similar insurance processing platform experience is preferred.
What software does the Annuity Service Specialist role use?
The role uses Salesforce, Firelight, and other insurance agency systems to process and upload annuity applications, along with the Microsoft Office Suite, including Excel, for reporting and client record management.
What does contract-to-hire mean at Frontline Source Group?
Contract-to-hire means you start on contract through Frontline Source Group, then convert to a permanent employee of the client once both sides confirm the fit. After conversion to direct hire, the placement is backed by Frontline's 5-Year Placement Warranty, detailed at frontlinesourcegroup.com/5year-placement-guarantee.html.
What are the typical duties of an Annuity Service Specialist?
Typical duties include preparing and submitting annuity applications with agents, corresponding with insurance carriers, processing policy service requests such as death claims, RMDs, beneficiary changes, and withdrawals, monitoring pending business, maintaining client records, and preparing weekly status reports for the accounting team.
Does the Annuity Service Specialist role require evening availability?
Occasionally. The role assists with client appreciation and marketing events held outside normal business hours, approximately 1-2 evening events per month, which can last until 9 PM. Support includes event setup, attendee registration, appointment scheduling, and administrative functions during company-sponsored seminars and movie events.
How do you apply for the Annuity Service Specialist job in The Woodlands?
Apply through frontlinesourcegroup.com/how-to-apply.html and reference the Annuity Service Specialist position in The Woodlands, TX. A Frontline Source Group recruiter will review your qualifications and guide you through the interview process. Candidates never pay a fee.
What is Frontline Source Group?
Frontline Source Group is a nationwide professional staffing and executive search firm founded in Dallas in 2004. The firm operates 32 plus offices, has completed 5,619 plus placements, holds a 5.0-star Trustpilot rating across 683 plus verified reviews, and is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026).
Does Frontline Source Group charge candidates a fee?
No. Candidates never pay a fee to work with Frontline Source Group. The hiring employer pays the placement fee, and Frontline publishes its pricing openly at frontlinesourcegroup.com/pricing.html, which is rare in the staffing industry.
What other roles does Frontline Source Group fill in The Woodlands?
Frontline's Woodlands team places administrative, accounting and finance, customer service, insurance operations, HR, and executive professionals across contract, contract-to-hire, and direct hire engagements. Details on the local office are at frontlinesourcegroup.com/the-woodlands.html.
How can employers in The Woodlands hire through Frontline Source Group?
Employers can start a search through the request form at frontlinesourcegroup.com/employer-request-form.html or call the national hire line at 877-780-3822. Every direct hire placement is backed by the 5-Year Placement Warranty, 20 times longer than the 90-day guarantee that is the industry standard.
