Dexian · 17 hours ago

Annuity Specialist

United States

Full-time

Remote

Entry Level

$22/hr - $28/hr

1+ years exp

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ConsultingHuman Resources

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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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Annuities experienceCustomer service experienceCase management experience