The Annuity Associate Sr. - Intake is responsible for timely and accurate processing of new applications in accordance with departmental performance standards (SLA's). The Associate performs an initial review of incoming applications, assign policy numbers, create customer files and perform initial entry of application data into the administrative system.
Receive and review incoming applications for completeness
Follow-up with external customers to resolve applications requiring additional information
Deposit annuity premium checks daily
Input all application suitability review data
Set up new case files; assign contract numbers
Code new cases in Fast administration system
Process contract change and service requests as requested
Assist with the preparation and mailing of annuity contracts
Assist and back-up the mail, overnight package and fax distribution and process
Any other job-related duty as deemed appropriate by management.
Technical or Associate Degree
Minimum of two (2) years related experience in a financial services or insurance processing environment
Superior communication skills and a customer service orientation are required.
Must demonstrate strong organizational, mathematical, and problem solving skills.
Ability to learn all required systems, processes and terminology.
Associated topics: fiduciary, financial, ira, invest, investor, market, nasdaq, risk, securities broker, stock