Synergistic Systems, Inc. · 19 hours ago
Annuity Administration Specialist
Charlotte, NC
Full-time
Hybrid
Mid Level
3+ years expSynergistic Systems, Inc. is seeking an Annuity Administration Specialist for a major Life Insurance carrier. The role involves providing day-to-day client service and administrative support for annuity products, ensuring transactions are processed accurately according to company and regulatory standards.
Management Consulting
Responsibilities
Process financial and non-financial transactions on annuity products within service level agreements and with a high degree of accuracy
Respond to client requests submitted via secured email as well as other forms of written requests
Researching and/or coordinating with the third party administrator on resolving 'Not In Good Order' transactions
Perform other post-issue duties as required or assigned
Qualification
Required
Three or more years of related work experience in the annuities/ after tax annuities operations industry with experience in a customer service environment
Written client communication/correspondence experience, with the ability to clearly convey information to clients and internal business partners. Examples will be requested
Call Center experience is a plus
Preferred
Preferred bachelor's degree in related field or equivalent experience
Analytical and problem solving skills
Computer/technical skills - including the use of MS Office; system knowledge/proficiency in systems such as: Siebel or other CRM, VPAS, Life70, Cyber Life, OIPA or other annuity / life insurance administration system
Company
Synergistic Systems, Inc.
We help companies implement ISO 9001, ISO 14001, ISO 17025, ISO 22000 and ISO 45001 Standards to help them meet their objectives and the needs of their Customers.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase