Joe Oberheuser joined Legal & General Retirement America in 2015 as VP, Head of Operations. He is responsible for overseeing all aspects of service delivery at both the plan sponsor and annuitant levels, including new business installations and ongoing benefit administration.
Joe has over 30 years of experience in the sale and servicing of Pension Risk Transfer products. Prior to joining Legal & General, he worked for The Hartford Financial Services Group where he led operations for the company’s institutional annuity and structured settlement businesses. In addition to his PRT experience, Joe has considerable experience leading process improvement teams and leading teams that establish and oversee BPO and TPA vendor engagements.
Joe holds both an undergraduate degree in Business Administration and a Masters of Insurance degree from the University of Hartford.