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Annuity Administrator
4 months ago
Carry out the daily administrative tasks for annuities.
RESPONSIBILITIES AND DUTIES
- Carry out the day-to-day administrative tasks for annuities (e.g. process new applications, run illustrations, process contributions and distributions, issue certificates, issue billings).
- Respond to client and internal phone calls and emails regarding annuity plans.
- Maintain current operating and administrative systems, procedures, and forms.
- Keep administrative forms, Manual, and form letters current.
- Complete other projects as the VP of Financial Services Operations assigns.
QUALIFICATIONS
Education:
High school diploma or equivalent
Experience:
At least two years’ administrative support experience; prior experience in retirement plans desired
Skills:
- Ability to take initiative; ability to work independently and in a team environment
- Attention to detail; accurate
- Proven communication skills both written and verbal
- Ability to read, understand, and communicate technical information clearly and simply
- Advanced proficiencies with Microsoft Office and ability to learn additional software programs
- Proven customer service skills
- Solid understanding of accounting and/or tax fundamentals desired
SCHEDULE: Full time
SUPERVISORY RESPONSIBILITY: None
LOCATION: Everence Corporate Office – Goshen, Indiana