Annuities Associate Sr
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
