Signal Advisors · 1 day ago

Insurance Operations Coordinator

United States

Full-time

Remote

Entry Level

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Financial ServicesInsurance

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Responsibilities

Act as the first point of contact to review and input application and transfer requests submitted by advisors, following our internal Signal processes

Own being the primary point of contact for transfer and inbound calls, instant chat requests for any New Business related questions from current and prospective advisor partners

Manage communication, both inbound and outbound calls, with carriers, Firelight, and ceding institutions to monitor and expedite the application process

Maintain a thorough understanding of the annuity industry including product knowledge, industry trends, compliance issues, etc

Understand the application requirements and build relationships with advisors to be able to assist them with questions regarding our process

Qualification

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Insurance industry experienceAnnuitiesLife insuranceManaged moneyFeedback cultureCollaboration skills

Required

Customer service experience over the phone

Ability to act as the first point of contact to review and input application and transfer requests submitted by advisors, following internal Signal processes

Ownership of being the primary point of contact for transfer and inbound calls, instant chat requests for any New Business related questions from current and prospective advisor partners

Management of communication, both inbound and outbound calls, with carriers, Firelight, and ceding institutions to monitor and expedite the application process

Maintenance of a thorough understanding of the annuity industry including product knowledge, industry trends, compliance issues, etc.

Understanding of the application requirements and ability to build relationships with advisors to assist them with questions regarding the process

Ability to independently translate ideas into action, dig into the details, and make progress toward team goals

Comfort with a culture of continuous feedback

Obsessed with creating an unparalleled customer experience

Ability to collaborate with a variety of different people and roles

Ability to operate autonomously and exercise independent judgment in matters of significance

Physical location in Detroit, or surrounding suburbs, or near one of the Signal Hubs across the US