Responsibilities:

• Handle intake of new applications that are received daily, review application for completeness and accuracy per company and statutory guidelines.
• Prepare documentation for transfers and actively follow up with transfer companies until funds are received.
• Gain proficiency of all tasks pertaining to premium processing ensuring premium is issued within 24 hours of receipt.

• Handle processing of outgoing funds for not taken orders and overpayment within established timeframe.
• Correspond with producers to ensure accurate and timely processing of premium payments and annuity applications. Follow up to obtain required documentation as needed.
• Provide information as needed related to an application’s status and assist in research for other departments, agencies, and agents.
• Maintain an updated knowledge base of company annuity offerings both qualified and non-qualified. Possess a basic understanding on tax procedures as they relate to non-qualified annuity products and be able to articulate basic concepts when questions arise.
• Be an active participant in analyzing products, services, and business processes to ensure the satisfaction of our partners, while proposing solutions that will benefit all parties.
• Be an agent of change promoting our digital platforms both internally and externally.
• Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
• Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.

Requirements:

• Must have NC Life License – will allow 90 days to obtain.
• Bachelor’s Degree is required.
• Must have minimum of 1-3 years applicable experience, insurance or finance services preferred.
• Clear and concise written and verbal communication skills
• Exceptional attention to detail
• Must demonstrate proper phone etiquette, listening skills, and ability to multitask via computer simulation testing.
• Ability to thrive in a team environment and maintain positive energy in the face of adversity
• Intermediate PC skills including all Microsoft Office Software
• Must adhere to schedule requirements demonstrating dependability and reliability
• Accounting or financial background a plus