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Group 1001 · 1 day ago

Contract Administration Representative

Zionsville, Indiana

Full-time

Hybrid

Mid Level

3+ years exp

Group 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering outstanding value and operational performance. The Contract Administration Representative position is responsible for processing paperwork and managing case ownership to ensure accurate and timely completion of customer transactions, primarily for new business applications.

FinanceFinancial ServicesInsurance

Responsibilities

Process and review new business paperwork to issue the business accurately and in a timely manner. This includes, but not limited to, entering the data into the system, checking for NIGOs, suitability reviews, and working with agents to resolve NIGOs

Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations

Assist with processing other types of maintenance and withdrawal transactions as needed

Provide information regarding contract values, contract status updates, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA and Qualified Plan transfers and rollovers, agent licensing, and commissions for new business

Support both Agent/Advisors and Clients with all new business operations

Assist in special projects as needed

Qualification

Annuity market knowledgeOperational experienceCustomer service experienceProblem-solving skillsCommunication skillsLeadership skills

Required

Bachelor's degree in a related field or equivalent experience

3+ years of operational/customer service or processing experience or a combination is preferred

Proven ability to communicate effectively

Strong problem-solving skills and experience working in a fast-paced environment

Strong leadership and communication skills

Strong working knowledge of the annuity market, with specific focus on the fixed, fixed indexed and variable annuities

Preferred

Advanced level degree a plus

Benefits

Comprehensive health, dental, and vision insurance plan options

Basic and Supplemental Life Insurance

Short and Long-Term Disability

Employee Assistance Program

Wellness programs

401K plan, with matching contributions by the Company

Company

Group 1001

Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all.

Founded in 2013

Zionsville, Indiana, USA

1001-5000 employees