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Katie Moss

Annuity Suitability Analyst at Security Benefit

Katie Moss has a diverse work experience with positions in various industries. Katie started their career in 2002 as a Bank Representative at Landmark National Bank, where they assisted customers with financial transactions and managed cash drawers and ATMs. In 2006, they joined Blue Cross and Blue Shield of Kansas as a Customer Service Representative, where they provided assistance to customers regarding their health insurance policies.

Katie then worked as an Administrative Assistant at the Kansas Commission on Veterans' Affairs from 2009 to 2010, where they managed calls, distributed mail, and prepared meeting minutes. Following this, they joined Aviva as a Data Entry/Processing Representative II, responsible for processing and reviewing new annuity applications.

Moving on from Aviva, Katie became a Sr Annuity Suitability Specialist at Athene Annuity & Life Assurance Company in 2012. In this role, they reviewed annuity applications for compliance with company guidelines and regulations, ensuring they met customers' needs and objectives.

In 2014, Katie joined Gradient Financial Group as an Annuity New Business Associate, focusing on processing annuity applications and ensuring their completeness and accuracy. Katie then transitioned to Security Benefit in 2015 as an Annuity Suitability Analyst, where they continued their work in analyzing annuities for suitability.

Throughout their career, Katie has gained experience in customer service, administrative support, and the financial industry.

Katie Moss attended Royal Valley High School, but specific details regarding their degree, field of study, start year, and end year are not available.

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