Annuities Associate Sr

COUNTRY Financial • Bloomington, IL

4d • Hybrid

About The Position

As an Annuity Associate, you'll respond to inquiries from home office, Agency partners, and customers regarding account setup, compliance questions, contributions, distributions, transfers, rollovers, conversions, and recharacterizations. You'll review and process claims, investigate additional information needs, and handle in-force policy changes and service requests. How does this role make an impact? • Exercise product knowledge and ability to read contract language to ensure best practices are adhered to. • Conduct the annuity policy process full cycle. • Reviews and responds to policy transaction requests including changes, reinstatements and the associated accounting. • Researches and provides potential solutions for escalations working across operational partners and leaders. • Keep up to date with products, processes, and regulations impacting new business, policy servicing, claims, and/or other areas as applicable to ensure end-to-end support.

Requirements

• Typically requires 2+ years of relevant experience
• Knowledge of annuity products or life insurance

Responsibilities

• Exercise product knowledge and ability to read contract language to ensure best practices are adhered to.
• Conduct the annuity policy process full cycle.
• Reviews and responds to policy transaction requests including changes, reinstatements and the associated accounting.
• Researches and provides potential solutions for escalations working across operational partners and leaders.
• Keep up to date with products, processes, and regulations impacting new business, policy servicing, claims, and/or other areas as applicable to ensure end-to-end support.

Benefits

• Insurance benefits (medical, dental, vision, disability, and life)
• 401(k) with company match
• Paid time off, parental leave, paid company holidays and paid time off to volunteer in your community
• Tuition assistance and industry education certificates and designations
• Employee resource groups to connect with your peers.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees