Annuity Operations Specialist at Hired by Matrix
New York, NY
About the Job
Pay Rate: 26.73-29.00 $/Hour
At-a-Glance:
Are you ready to build your career by joining a global financial institution, If so, our client is hiring an Annuity Operations Specialist!
Position Type:
Contract
Onsite
Required:
Minimum 6 months call center or phone interaction experience.
Attention to detail in both service interactions and processing tasks.
Ability to: Multi-task and manage time effectively.
Establish and maintain positive client relationships.
Diagnose and solve problems creatively.
Recognize and diffuse potential issues and/or difficult interactions.
Desire and ability to learn quickly and apply knowledge to various situations.
Requires ability to define and prioritize daily activities; Strong written and verbal communication skills and listening skills.
Strong working knowledge and proficiency in Excel.
Must be able to learn quickly and to engage in a number of detailed tasks at once.
Must have strong flexibility in regard to the duties assigned and problem solving skills and be able to work independently
Skills desired: Bachelors degree or minimum 2 years financial industry experience.
Experience in the insurance industry or familiarity with the financial industry.
Prior Operational and/or Insurance & Annuity experience is a plus.
Responsibilities: Responsible for providing customer service support to FA/branches related to post issue services for Insurance and Annuity products.
Establish and maintain effective relationships in order to deliver world class service to our clients.
Require the handling of inbound calls/cases from branch network while meeting team and department service goals established by management.
Support Carrier inquiries and manage communication both through mail and the team e-mailbox.
Various daily functions include processing of daily position files and review exception report that arise from the positions files.
Review and process incoming requests to release custodial ownership, review exception reports from various policy servicing tools and participate in a monthly client statement review checkout process.
Get in Touch:
We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Sachin at
#LI-SG1
#HbM6349
At-a-Glance:
Are you ready to build your career by joining a global financial institution, If so, our client is hiring an Annuity Operations Specialist!
Position Type:
Contract
Onsite
Required:
Minimum 6 months call center or phone interaction experience.
Attention to detail in both service interactions and processing tasks.
Ability to: Multi-task and manage time effectively.
Establish and maintain positive client relationships.
Diagnose and solve problems creatively.
Recognize and diffuse potential issues and/or difficult interactions.
Desire and ability to learn quickly and apply knowledge to various situations.
Requires ability to define and prioritize daily activities; Strong written and verbal communication skills and listening skills.
Strong working knowledge and proficiency in Excel.
Must be able to learn quickly and to engage in a number of detailed tasks at once.
Must have strong flexibility in regard to the duties assigned and problem solving skills and be able to work independently
Skills desired: Bachelors degree or minimum 2 years financial industry experience.
Experience in the insurance industry or familiarity with the financial industry.
Prior Operational and/or Insurance & Annuity experience is a plus.
Responsibilities: Responsible for providing customer service support to FA/branches related to post issue services for Insurance and Annuity products.
Establish and maintain effective relationships in order to deliver world class service to our clients.
Require the handling of inbound calls/cases from branch network while meeting team and department service goals established by management.
Support Carrier inquiries and manage communication both through mail and the team e-mailbox.
Various daily functions include processing of daily position files and review exception report that arise from the positions files.
Review and process incoming requests to release custodial ownership, review exception reports from various policy servicing tools and participate in a monthly client statement review checkout process.
Get in Touch:
We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Sachin at
(862) 343-6894
to learn more#LI-SG1
#HbM6349
