- Process annuity new business and in-force transactions accurately and efficiently.
- Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies.
- Communicate effectively with the field sales team via phone and email to obtain required information.
- Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders.
- Meet or exceed established service standards, productivity, and quality goals.
- Identify opportunities for process improvement and contribute ideas to enhance operational efficiency.
- Collaborate with peers and leadership to maintain workflow efficiency and service excellence.
Customer serviceAccountingData entry