Annuity Unit - Transfer Processor

American National • League City, TX

1d

About The Position

American National is seeking a Transfer Processor to join our team! Essential Functions and Duties: Serve as a point of contact within the new business unity of Annuity Services Addressing inquiries concerning the status of pending new business application, contract service inquiries, and contract research. Perform daily status calls on exchanges, transfers and roll over requests Handle all email inquiries and escalations

Requirements

• Proficient in written and verbal correspondence
• Insurance experience desired
• Strong aptitude for customer service
• Ability to problem solve
• Ability to analyze data and make decisions
• Technical and administrative skills to include personal computing in Microsoft Word and Excel
• The ability to communicate in a clear and concise manner

Nice To Haves

• Insurance experience desired

Responsibilities

• Serve as a point of contact within the new business unity of Annuity Services
• Addressing inquiries concerning the status of pending new business application, contract service inquiries, and contract research
• Perform daily status calls on exchanges, transfers and roll over requests
• Handle all email inquiries and escalations

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed