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Annuity Administrator

4 months ago

Goshen, United States Everence Full time

POSITION SUMMARYCarry out the daily administrative tasks for annuities.

 

RESPONSIBILITIES AND DUTIES

  1. 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).
  2. Respond to client and internal phone calls and emails regarding annuity plans.
  3. Maintain current operating and administrative systems, procedures, and forms.
  4. Keep administrative forms, Manual, and form letters current.
  5. 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: 

  1. Ability to take initiative; ability to work independently and in a team environment
  2. Attention to detail; accurate
  3. Proven communication skills both written and verbal
  4. Ability to read, understand, and communicate technical information clearly and simply
  5. Advanced proficiencies with Microsoft Office and ability to learn additional software programs
  6. Proven customer service skills
  7. Solid understanding of accounting and/or tax fundamentals desired
SCHEDULE:  Full time
SUPERVISORY RESPONSIBILITY: None
LOCATION:  Everence Corporate Office – Goshen, Indiana