Panzer Solutions LLC · 17 hours ago
Annuities Operations Coordinator
NYC Metro Area
Contract
Remote
Mid Level
3+ years exp
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Hiring Manager
Sunelkumar Kancharla
Insider Connection @Panzer Solutions LLC
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Responsibilities
Learn to verify annuity new business applications, submissions, and corresponding forms for completeness.
Develop working knowledge of regulatory, technical and/or departmental guidelines to assess applications for compliance.
Enter new applications into appropriate company systems in accordance with quantity and quality standards.
Review, apply funds, and issue individual annuity new business utilizing workflow management system, administrative system, new business system, etc.
Communicate via email and phone with insurance agents to obtain outstanding requirements and/or provide status updates on annuity application.
Resolve any new business-related issues as the requirements are submitted and met
Communicate with internal stakeholders on new business-related items
Perform other duties as assigned
Qualification
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Required
3-5+ years previous customer service experience
1+ years annuities experience
Excellent written, communication, and presentation skills
Ability to interact and work closely with business stakeholders at all levels of seniority
Possess strong analytical thinking and critical reasoning skills
Ability to work effectively in a team environment
Ability to effectively handle a fast-paced environment and successfully meet established deadline requirements
Learn to verify annuity new business applications, submissions, and corresponding forms for completeness
Develop working knowledge of regulatory, technical and/or departmental guidelines to assess applications for compliance
Enter new applications into appropriate company systems in accordance with quantity and quality standards
Review, apply funds, and issue individual annuity new business utilizing workflow management system, administrative system, new business system, etc.
Communicate via email and phone with insurance agents to obtain outstanding requirements and/or provide status updates on annuity application
Resolve any new business-related issues as the requirements are submitted and met
Communicate with internal stakeholders on new business-related items
Perform other duties as assigned
Problem-Solving, Attention to Detail, Communication, Adaptability, Critical Thinking
Preferred
Associates or Bachelor’s Degree preferred
Case management experience preferred
Company
Panzer Solutions LLC
Panzer Solutions LLC has indeed come a long way in setting high standards in technology and consulting services and has certainly proved to be a force to reckon with since its inception.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Greg Cole
Client Partner
Louis Henkin
Client Partner at Panzer Solutions LLC
Company data provided by crunchbase
