Annuity Unit - Transfer Processor jobs in United States
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American National ยท 1 day ago

Annuity Unit - Transfer Processor

American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. They are seeking a Transfer Processor to serve as a point of contact within the new business unit of Annuity Services, handling inquiries concerning new business applications, contract services, and performing daily status calls on exchanges and transfers.

Auto InsuranceFinancial ServicesHealth CareHealth InsuranceInsuranceLife Insurance

Responsibilities

Serve as a point of contact within the new business unity of Annuity Services
Addressing inquiries concerning the status of pending new business application, contract service inquiries, and contract research
Perform daily status calls on exchanges, transfers and roll over requests
Handle all email inquiries and escalations

Qualification

Insurance experienceCustomer serviceData analysisMicrosoft WordMicrosoft ExcelWritten communicationVerbal communicationProblem solving

Required

Proficient in written and verbal correspondence
Insurance experience desired
Strong aptitude for customer service
Ability to problem solve
Ability to analyze data and make decisions
Technical and administrative skills to include personal computing in Microsoft Word and Excel
The ability to communicate in a clear and concise manner

Benefits

Medical, dental, vision, and basic life insurance
401k plan
Paid time off
Paid holidays

Company

American National

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American National is an insurance company that provides life insurance, health insurance, and auto insurance services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-08-09Acquired

Leadership Team

B
Brody Merrill
Chief Financial Officer and Treasurer
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M
Matthew Ostiguy
Senior Vice President, P&C Chief Operating Officer, American National Insurance Company
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Company data provided by crunchbase