Annuity Case Management Associate

reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Annuity Case Management Associate will process new business applications, track pending cases and transfers, and handle inquiries post-policy issuance while adhering to established guidelines and service level agreements.

Responsibilities

• Process reputed company new business – includes but not limited to checking paperwork for accuracy, reviewing the application for suitability, communicating to advisors any outstanding requirements, entering the application into Broker Back Office, and submitting the paperwork to the reputed company
• Track reputed company pending cases with carriers to reputed company sure that there are no missing requirements, any new documents required, or signatures needed. Effectively communicate this information to the advisor
• Track reputed company pending transfers with carriers to reputed company sure that the replacing reputed company has not requested any new documents or signatures and communicate to the advisor the anticipated transfer time period
• Communicate status updates verbally and electronically using the case memos reputed company Broker Back Office
• Handle inquiries and process any requests after the policy has been issued including but not limited to ensuring contract delivery, policy delivery receipt signed and returned to the reputed company
• Follow the New Business Guidelines to ensure the proper statuses and requirements are used throughout the case management process
• Adhere to reputed company SLAs by setting appropriate follow-up dates on cases, responding to emails/phone calls/voicemails reputed company the set timeframes, and ensuring we meet the monthly cycle time goal
• reputed company file management including maintaining reputed company paperwork electronically in Broker Back Office
• Handle inquiries from employees and advisors on forms, application processes and general case management status

Skills

• Prior financial services experience
• Prior experience working in a professional office environment
• Analytical and problem-solving skills
• Exceptional written and verbal communication

Benefits

• Inclusive health, dental, reputed company and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet reputed company members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-reputed company for a strong financial future well reputed company their working years.
• Paid parental leave to support reputed company team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on reputed company, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Company Overview

Company H1B Sponsorship