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Essential Duties and Responsibilities

+ Perform initial review of annuity applications and requirements

+ Perform timely entry of initial applications

+ Prioritize application processing based on approaching deadlines

+ Validate agent licensing, appointments and product training for business submitted

+ Input requirements into database and review for accuracy

+ Verify appropriate contract structure and like registration to brokerage accounts

+ Submit good order applications to insurance carriers

+ Send follow up notices to financial advisors/agents until processing requirements are completed

+ Review and respond to various requests from financial advisors

+ Respond to requests from insurance companies on pending business and requirements

+ Submission of paperwork for submission to the insurance companies

+ Support end of day process which may include balancing with appropriate wire accounts and/or submitted business reports

+ Close cases that are not in good order in appropriate timeframe

+ Support Annuity Care Specialists with daily tasks as needed

+ Manage status mailbox for resolutions

+ Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

+ Advanced Knowledge of:

+ Principles, practices, and procedures of general office concepts

+ Policies that govern insurance operations.

+ Process flows within specific assigned functional area.

+ Regulations for specific assigned functional area.

Skill in

+ Advanced Skill in:

+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to

+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

+ Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

+ Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

+ Analyzing data to identify discrepancies.

+ Problem solving.

Educational/Previous Experience Requirements

+ High School Diploma or equivalent and a minimum of one (1) year experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service.

+ OR ~

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

+ None