Annuity New Business Specialist II
New
Location: RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years of experience working in the insurance or financial services industry.
- Required Skills
- Customer service
Requirements
- 3+ years of experience in the insurance or financial services industry.
- AA or BA degree preferred; relevant experience accepted in lieu of degree.
- Experience in a service center or sales support team environment preferred.
- Proficiency in digital techniques, methods, and tools.
- Ability to research and resolve complex service issues.
- Effective verbal and written communication skills to adapt to different audiences.
- Familiarity with regulatory environments in the financial services sector.
- Successful completion of LOMA or CLU coursework preferred.
- Ability to travel occasionally (less than 10%).
Responsibilities
- Resolve escalated cases and complex new business service issues.
- Act as a liaison between agents, IMOs, third-party administrators, Sales, and internal departments like Legal and Compliance.
- Handle complex processing situations such as NY Reg 60 and suitability requirements.
- Mentor new employees and perform second-level quality reviews.
- Serve as back-up for Team Leads or Senior Specialists, including queue monitoring.
- Suggest and document new procedures to improve operational efficiency.
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