Oracle Cloud ERP · 1 month ago
Annuity Case Management Associate
Midvale, UT, United States
Full-time
Hybrid
New Grad, Entry Level
$19.25/hr - $26.45/hrOracle Cloud ERP, through its affiliate NFG, is seeking an experienced Annuities Case Management Associate to join their growing financial services team. The role involves processing new business applications, tracking pending cases and transfers, and communicating effectively with advisors to ensure a smooth case management process.
Information Technology & Services
Responsibilities
Process all new business – includes but not limited to checking paperwork for accuracy, reviewing the application for suitability, communicating to advisors any outstanding requirements, entering the application into Broker Back Office, and submitting the paperwork to the carrier
Track all pending cases with carriers to make sure that there are no missing requirements, any new documents required, or signatures needed. Effectively communicate this information to the advisor
Track all pending transfers with carriers to make sure that the replacing carrier has not requested any new documents or signatures and communicate to the advisor the anticipated transfer time period
Communicate status updates verbally and electronically using the case memos via Broker Back Office
Handle inquiries and process any requests after the policy has been issued including but not limited to ensuring contract delivery, policy delivery receipt signed and returned to the carrier
Follow the New Business Guidelines to ensure the proper statuses and requirements are used throughout the case management process
Adhere to all SLAs by setting appropriate follow-up dates on cases, responding to emails/phone calls/voicemails within the set timeframes, and ensuring we meet the monthly cycle time goal
Perform file management including maintaining all paperwork electronically in Broker Back Office
Handle inquiries from employees and advisors on forms, application processes and general case management status
Qualification
Required
Prior financial services experience
Prior experience working in a professional office environment
Analytical and problem-solving skills
Exceptional written and verbal communication
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase