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Document Processing Specialist

3 months ago

Saint Paul, Minnesota, United States Russell Tobin Full time
Job DescriptionJob Description

Job Title: Document Processing Specialist

Location: Hybrid - Downtown St. Paul, MN

Pay Rate: $20 - $22 / hour + benefits

Contact to hire

Position Overview:

We are seeking a motivated and detail-oriented Processing Specialist to join our team. This hybrid role offers the flexibility of working remotely with an in-office requirement once a week (Wednesdays). Training will be conducted on-site for the first 3-4 days. We are currently accepting applications from local candidates only.

This role involves managing incoming business for annuities, making outbound calls to verify the status of pending funds, processing annuity applications, and handling inbound calls from financial professionals. Candidates with professional or customer service experience are encouraged to apply. Excellent verbal and written communication skills are essential for success in this position.

Responsibilities:

  • Conduct the contract approval and issue process for all annuity applications, including direct rollovers, 1035 exchanges, direct transfers, and immediate annuities.
  • Verify appropriate signatures and forms are completed according to state requirements.
  • Make outbound follow-up calls to verify the status of pending funds from financial institutions.
  • Review applications, perform basic data entry, conduct licensing checks, and set up initial contracts.
  • Contact financial advisors for missing information or clarifications on annuity applications.
  • Answer inbound phone calls regarding basic status inquiries from financial advisors and the internal sales team via our agent support line.
  • Maintain and manage all pending and follow-up cases on incoming business, communicating status updates to financial advisors.
  • Work independently to prioritize tasks effectively to meet service standards and client needs.
  • Identify, recommend, and implement changes to procedures and checklists to improve efficiency, effectiveness, and quality.

Qualifications:

  • Ability to learn all plan and contract details and provide exceptional service.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and organizational skills.
  • Ability to work under pressure, set priorities, and meet deadlines.
  • Strong data entry skills.
  • Ability to work independently as well as in a team-oriented environment.
  • Willingness to work overtime as needed.

Preferred Qualifications:

  • Knowledge of annuity products, processes, and procedures.

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

#LI-SJ1Company DescriptionRussell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Company DescriptionRussell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.