Penn Mutual ยท 4 hours ago
Variable Annuities Operations Specialist
United States
Full-time
Remote
Mid Level
$60K/yr - $72K/yr
3+ years exp
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Responsibilities
Demonstrate a comprehensive understanding of variable annuity products, to process transactions efficiently and with attention to detail.
Accurately document and process records in accordance with department policies and regulatory guidelines, ensuring consistency and quality.
Address issues related to annuity transactions and escalate concerns when necessary, using problem-solving skills to ensure compliance and operational efficiency.
Navigate multiple administrative systems and utilize workflow and imaging tools to manage and document necessary information related to annuity products.
Investigate and resolve operational questions or issues that may arise during transaction processing, following up as needed to ensure timely resolution.
Identify, recommend, and implement ongoing process improvements in alignment with regulatory requirements and company standards.
Adhere to Service Level Agreements (SLAs) and meet individual/team performance metrics.
Maintain compliance with all company policies and procedures, ensuring regulatory and job training requirements are completed successfully.
Collaborate with internal departments to ensure operational efficiency and meet internal and external client expectations.
Work core business hours between 10:30 AM and 7:00 PM EST.
Qualification
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Required
H.S. Diploma or Equivalent Required
3-5 Years customer service experience Required
Experience with individual life insurance/annuity products Required
FINRA Series 6 Required
Strong ability to comprehend and manage complex annuity-related information.
Capacity to adapt to ever-evolving technologies and processes within the organization.
Excellent analytical and organizational skills with high attention to detail in transaction processing and documentation.
Strong problem-solving abilities, with a focus on identifying underlying issues and ensuring accurate resolutions.
Ability to handle multiple tasks efficiently while maintaining attention to detail and meeting deadlines.
Excellent verbal and written communication skills for internal documentation and team collaboration.
Ability to work collaboratively in a team environment while maintaining a self-driven and proactive approach to tasks.
Proficiency in navigating multiple systems and tools used for transaction management and documentation.
Preferred
Bachelor's Degree Preferred
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Eileen McDonnell
Chairman & Chief Executive Officer
David O'Malley
President and Chief Operating Officer
Recent News
2024-05-08
MarketWatch
2024-04-07
Company data provided by crunchbase
