Annuity and Customer Experience Specialist.

Customer Success & Technical Account Management Full-Time

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Annuity and Customer Experience Specialist: our view in 3 lines...

The Role:This role supports customers and prospects for annuity products in the life and annuity insurance sector.
The Person:The person will explain annuity products, handle inbound and outbound customer conversations, recover dropped applications, support retention outreach, and capture customer feedback on enrollment and website issues.
Requirements:The ideal candidate has an active Indiana life license or the ability to obtain licensure within 60 days, plus 4+ years in a customer-facing role and experience with Zendesk, AWS Connect, or a comparable CRM/telephony system.

About the role

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters

At Gainbridge, we are at the forefront of integrating technology with empathy to redefine customer experience in the life and annuity industry. This role sits at the front of that promise: you are the first voice members and prospects hear, and often the reason they come back.

How You'll Contribute

Educate with depth, on the first touch

Serve as the Voice of Gainbridge across every member and prospective-member conversation, delivering accurate, in-depth education on our full suite of annuity solutions

Own the Agent AWS Queues and GB Assist as your primary channels — product-focused inbound calls, prospect intake, follow-up, and new-business capture

Support members and prospects across live chat, email, and enrollment queues in Zendesk, meeting channel SLAs

Hold substantive product conversations with prospective members, going well beyond surface-level FAQ answers

Make goodwill decisions confidently within published guardrails

Recover enrollments and capture new business

Proactively reach out to prospects who started an application and dropped off, moving quickly from drop-off to first contact

Work the GB Assist follow-up queue and the prospect registration queue generated by our FAQ landing page through to closure

Guide recovered applicants from reconnection to completed enrollment, activation, and first deposit

Capture prospect contact information to support future member communications

Retain and grow the member base

Run outbound retention outreach to at-risk, newly enrolled, dormant, and previously lapsed members

Save at-risk relationships, reactivate dormant accounts, and win back members who have left

Identify opportunities for members to deepen their relationship with Gainbridge

Make the whole team smarter

Curate and maintain the product-knowledge resource hub — the library of documents, links, and "get to know our products" welcome materials the team and our members rely on

Act as a Voice of Customer channel, flagging enrollment friction, website issues, and recurring points of product confusion so they get fixed at the source

Share what you learn with the team and absorb what the team learns

What We're Looking For

Active Indiana life license, or the ability to obtain licensure within 60 days of hire

4+ years in a customer-facing role in insurance, annuities, financial services, or another regulated environment

Demonstrated ability to explain complex financial products in plain, honest language

Comfort with outbound calling — you're willing to pick up the phone first

Experience working across multiple channels and systems simultaneously; Zendesk, AWS Connect, or comparable CRM/telephony experience preferred

Strong written communication for chat and email

Preferred

Background in annuities specifically, or in retirement and wealth products

Experience with retention, win-back, or enrollment recovery programs

Familiarity with insurance regulatory and suitability requirements

Benefits Highlights:

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

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Published September 17, 2026

Location Zionsville, IN

Category Customer Success & Technical Account Management

Job Type Full-Time

Apply on Group 1001 Resources LLC →