Are you looking for an opportunity to let your customer service skills shine while collaborating with office and sales professionals as well as clients? A local insurance company is looking to add smiling faces to their team. The ideal candidate will have good verbal and written communication skills and the ability to interact effectively in a team environment as well as 1-2 years of experience working in the banking or insurance industry.
Support sales force, clients, and internal partners with all parts of the annuity life-cycle. Consistently meet production metrics and customer service expectations. Mitigate risk by adhering to company policies, asking questions, and escalating appropriately. Process New Business applications and respond to inquiries regarding pending applications in a timely and accurate fashion. Process financial and non-financial inforce transactions in accordance with department policy. Review new business, 1035 exchanges, qualified transfers and replacements transactions for product and KYC suitability. Process applications and corresponding paperwork. Document any outstanding requirements. Apply premium and issue contracts. Document and process outstanding requirements in a timely manner to ensure that policies get issued as quickly as possible. Communicate and partner with other insurance carriers to facilitate transfers, rollovers, and 1035 exchanges
- Verbal Communication
- communication skills
- Data Entry
- Years of experience: 1 year
- Experience level:Experienced
Working hours: 8 AM - 5 PM
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