Annuity Support Services Coordinator
2 weeks ago
Are you at the beginning of your professional journey? Seeking an entry-level role in the insurance sector? Insurance Agency Marketing Services, Inc. has an exciting opportunity for you
Role Summary:
The Annuity Support Services role is essential in assisting the Annuity New Business and Service teams, along with our valued producers. The ideal candidate will possess meticulous attention to detail and a strong commitment to completing tasks efficiently.
Key Responsibilities:
- Assist the Annuity New Business and Service teams as required.
- Process service forms, new business requirements, and applications to carriers as necessary.
- Conduct data entry in the HQ/CRM system.
- Respond to inbound inquiries from producers and carriers.
- Perform outbound follow-up calls with carriers, agents, producers, and transfer companies.
- Maintain effective communication with nationwide agents/producers, primarily through phone and in-office interactions.
- Ensure regular and punctual attendance to meet business service level standards.
- Carry out additional duties as assigned.
- This is a full-time, in-office position from Monday to Friday.
- High School diploma or GED.
- Detail-oriented with a focus on accuracy.
- Adaptable and flexible to changing business needs.
- Ability to pass a background check.
- Professional phone etiquette is required.
- Proficiency in Microsoft Office Suite.
- Strong analytical skills with the capacity to multitask while maintaining attention to detail.
- Ability to work collaboratively within a close-knit team and independently.
- Excellent interpersonal, verbal, and communication skills.
- Punctuality and attendance are critical as team members and customers rely on your presence.
- Competitive base salary commensurate with experience.
- Bonus potential available.
- Employer-paid BCBS medical insurance with HSA contributions.
- 401k plan with employer matching.
- Paid holidays and time off.
Founded in 1986, Insurance Agency Marketing Services, Inc. is a reputable and stable, independently owned Insurance Marketing Organization (IMO). We specialize in life and annuity insurance, providing support to independent agents and producers nationwide. Our long-standing relationships with leading carriers allow us to deliver exceptional customer service, characterized by immediate responses and personalized support. At IAMS, we pride ourselves on fostering a collaborative environment where employees can thrive and shape their career paths. If you are looking for a workplace that values teamwork and professional growth, IAMS is the right choice for you.
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