Annuity Application Specialist

2 weeks ago


Ocala, United States Express Pros - Ocala Full time
Job DescriptionJob Description

PURPOSE OF THE POSITION (Why does the position exist?) 
The role of the Annuity New Business & Service Specialist is to provide accurate and timely support to all clients with annuity accounts.  This includes the full on-boarding process and on-going customer service.\

Schedule: M-F 8:30am - 5pm

Pay Rate: $60,000

Benefits Offered

RESPONSIBILITES:
•    Ensure that all new client information was entered into the CRM and/or update the CRM with any new information gathered. 
•    Daily review the workflow in CRM for any outstanding tasks
•    Review related flowchart information with Aum New Business Specialist
•    Accurately prepare annuity applications for clients and save application in Office Share folder
•    Email completed Annuity Applications to clients for review and signatures.  If the client is signing the application in the office, review the application with the client before gathering signatures.  
•    Always provide excellent customer service to all clients
•    Submit signed applications to Impact
•    Follow up with applicable fiduciaries on behalf of clients to ensure timely transfer of assets to Zinnia   
•    Enter monies received from fiduciaries into the New Business log
•    Follow up with clients regarding monies received and issuance of related policy within 24 hours of notification
•    Ensure that all issued policies are saved in the CRM and Blueleaf 
•    Prepare and/or process all forms related to the clients account including but not limited to; withdraw forms, allocation forms, income riders, change of address, beneficiary etc.
•    Return clients phone calls within 24 hours and identify and promptly act on their needs and requests
•    Provide data as required and requested for internal purposes and trending
EDUCATION/EXPEREINCE/CERTIFICATION/LICENSE REQUIRMENTS:
•    Bachelor’s degree in business, finance, or related field preferred or high school diploma and 5-8 years of experience in preparing and processing Annuity applications.
•    Proficient in using Word, Excel and PowerPoint
•    215 Insurance license helpful

COMPETENCIES FOR SUCCESS (Values, knowledge & skills expressed in effective behaviors & habits taken into practice for an outstanding performance & successful result.):

•    Sense of urgency
•    Take Initiative
•    Proactive
•    Organization
•    Collaboration
•    Team orientation
•    Attention to detail
•    Professional presence
•    Effective communication-written and verbal
•    Customer service
 

(Bryce Ballard with Express Employment Ocala is the primary point of contact for this position. Please apply for more information.)



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