Annuity Services Specialist

6 days ago


Naperville, Illinois, United States Catholic Order of Foresters Full time

About Us

Catholic Order of Foresters is a leading Catholic membership organization that values innovation, collaboration, and community service. Our organization is dedicated to serving communities across the United States, and we are seeking a highly skilled and detail-oriented individual to join our team as an Annuity Services Specialist.

Job Summary

We are seeking a motivated and organized individual to process annuity business from application entry to settlement. As an Annuity Services Specialist, you will be responsible for communicating with members and producers to accurately service and maintain annuity contracts. This role requires strong analytical and problem-solving skills, as well as the ability to work in a fast-paced call center environment.

Key Responsibilities

  • Process annuity business from application entry to settlement
  • Communicate with members and producers to accurately service and maintain annuity contracts
  • Utilize critical thinking and problem-solving skills to resolve issues and improve processes
  • Work in a collaborative environment to achieve team goals and objectives
  • Stay up-to-date on industry developments and regulatory requirements

Requirements

  • Associate or bachelor's degree preferred or a combination of education and experience
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced call center environment
  • High level of accuracy and attention to detail

What We Offer

Catholic Order of Foresters offers a competitive compensation package, including:

  • Competitive hourly rate
  • Health insurance
  • Life insurance
  • Dental insurance
  • Vision insurance
  • Short and long-term disability insurance
  • Employee Assistance Program (EAP)
  • Identity Theft/Legal insurance
  • 401(k) plan
  • Health Savings Account (HSA)
  • Paid vacation and holidays
  • Wellness program
  • Tuition reimbursement


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