Annuity Application Specialist
2 weeks ago
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.)
-
Respiratory Care Specialist
1 month ago
Ocala, Florida, United States Affinity Executive Search Full timeJob Title: Respiratory Care SpecialistJob Summary: We are seeking a highly skilled Respiratory Care Specialist to join our team at Affinity Executive Search. The ideal candidate will have 1+ years of experience as a Registered Respiratory Therapist and be licensed in Florida or eligible for state licensure.Key Responsibilities: Set up and administer routine...
-
Loss Mitigation Specialist
1 month ago
Ocala, Florida, United States Spherion Full timeJob Title: Loss Mitigation SpecialistJob Summary:We are seeking a highly skilled Loss Mitigation Specialist to join our team at Spherion. As a Loss Mitigation Specialist, you will be responsible for reviewing accounts for viable solutions to avoid foreclosure and assisting borrowers in retaining their dream of homeownership.Key Responsibilities:Analyzing...
-
Phone Intake Coordinator Specialist
6 days ago
Ocala, United States Cardiovascular Institute of Central Florida Full time**Job Title:** Phone Intake Coordinator SpecialistWe are seeking a qualified Phone Intake Coordinator Specialist to join our growing cardiology practice in Ocala, FL.About the Job:Answer and transfer phone calls for a very busy switchboard.Taking and delivering messages when needed.Taking and delivering hospital consults.Screen calls to ensure authenticity,...
-
Ocala, United States Renstar Medical Research Part timeJob DescriptionJob DescriptionAs an Administrative Support Specialist at Renstar you will play a critical role for start-up, maintenance, and close-out activities of Clinical Trials. This role requires a meticulous attention to detail, organizational skills, and a commitment to maintaining the highest standards of document management. The Regulatory...
-
Nurse Care Specialist
4 weeks ago
Ocala, Florida, United States Pinnacle Home Care Full timePinnacle Home Care, a leading provider of home health services in Florida, is seeking a skilled Nurse Care Specialist to join our team in Ocala. As a Nurse Care Specialist, you will play a vital role in delivering high-quality patient care in the comfort of their own homes.About Pinnacle Home CarePinnacle Home Care is a trusted and award-winning home health...
-
Fulfillment Specialist
5 months ago
Ocala, United States Chewy Full timeNow Hiring up to $17.00 / hour Your Opportunity: As a member of our Fulfillment Center and Warehouse Team, youâll thrive in an inclusive, safety-first work environment that values your individual ideas and perspectives. At Chewy, youâll be empowered to build, grow, and advance your skills - while contributing to the success of our team. Why...
-
Administrative Specialist
4 weeks ago
Ocala, United States Enhabit Home Health & Hospice Full timeOverview: Are you in search of a new career opportunity that makes a meaningful impact? If so, now is the time to find your calling at Enhabit Home Health & Hospice. As a national leader in home-based care, Enhabit is consistently ranked as one of the best places to work in the country. Were committed to expanding whats possible for patient care in the home,...
-
Clinical Trial Medical Data Entry Specialist
1 month ago
Ocala, United States Renstar Medical Research Full timeJob DescriptionJob DescriptionRenstar Medical Research, an established clinical research site in Ocala, Fl, is seeking a full-time Clinical Trial Medical Data Entry Specialist / Quality Control Specialist. Knowledge, Education, and ExperienceKnowledgeable and prior work history involving medical terminology, medical conditions, and an understanding of...
-
Fire Truck Technical Support Specialist
1 month ago
Ocala, Florida, United States E-ONE Full timeJob SummaryAs a Fire Truck Technical Support Specialist at E-ONE, you will play a critical role in ensuring the delivery of high-quality fire rescue vehicles to our customers. Your primary responsibility will be to provide technical support and training to dealers and customers, ensuring they are equipped to operate and maintain our vehicles effectively.Key...
-
Fine Jewelry Specialist, Paddock Mall
6 months ago
Ocala, United States Reeds Jewelers Full timeIf you're a driven sales professional with natural passion, integrity, and love connecting with customers, then you're a great fit for REEDS Jewelers. Our sales specialists build lifelong relationships in a productive sales environment and finds success through friendly, personalized service guiding customers through in-store and online purchases. REEDS...
-
Customer Relations Specialist SED
4 months ago
Ocala, United States Orkin Full timeOverview: PAY RANGE $18 TO $20 AN HOUR "PART-TIME" We Need Your Next-Level Service Mindset at the Best in Pests. As part of the Orkin team, youll be critical to helping our customers feel weve delivered on our promise. That means building on our reputation for top-notch service from the industry leader with more than 120 years of protecting homes and...
-
Registered Nurse
2 weeks ago
Ocala, United States Florida Cancer Specialists, P.L Full timeRegistered NurseDate Posted: 2024-10-18 Country: United States of America Location: Ocala Office WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional...
-
Registered Nurse
3 weeks ago
Ocala, United States Florida Cancer Specialists, P.L Full timeRegistered Nurse Date Posted: 2024-10-18 Country: United States of America Location: Ocala Office WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional...
-
Registered Nurse
4 weeks ago
Ocala, United States Florida Cancer Specialists, P.L. Full timeDate Posted: 2024-10-18 Country: United States of America Location: Ocala Office WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities,...
-
Clinical IT Specialist
1 month ago
Ocala, Florida, United States HCA Florida Ocala Hospital Full timeJob SummaryThe EHR Support Analyst II is a key onsite clinical IT resource for facility implementation and support of a broad set of clinical applications.ResponsibilitiesLeads and facilitates the facility's core clinical systems team on clinical IT activitiesProvides second-level support as a broad clinical subject matter expert to resolve incidents or...
-
Registered Nurse
4 weeks ago
Ocala, United States Florida Cancer Specialists Full timeDate Posted: 2024-10-18 Country: United States of America Location: Ocala Office WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities, career...
-
Nurse Trainer
3 weeks ago
Ocala, United States Florida Cancer Specialists Full timeDate Posted: 2024-10-28 Country: United States of America Location: Florida - Remote WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities,...
-
Medical Oncologist and Hematologist
2 months ago
Ocala, United States Florida Cancer Specialists Full timeDate Posted: 2024-04-03 Country: United States of America Location: Ocala Cancer Center WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities,...
-
Phlebotomy Specialist
1 month ago
Ocala, Florida, United States Grifols Full timeKey Responsibilities:As a Phlebotomist at Grifols, you will play a vital role in ensuring the health and safety of donors. Your primary responsibilities will include:Establishing rapport with donors to ensure a positive and comfortable experienceAssisting in determining the suitability of donors for plasma donationResponding to and assisting with handling...
-
Radiation Therapist PRN
5 months ago
Ocala, United States Florida Cancer Specialists Full timeDate Posted: 2024-05-20 Country: United States of America Location: Ocala Cancer Center WHY JOIN FCS At Florida Cancer Specialists & Research Institute, we believe our people are our strength and we invest in them. In addition to having a positive impact on the people and communities we serve, associates benefit from significant professional opportunities,...