Annuity New Business Coordinator at TEKsystems

Description:

This position will be a Hybrid role - will be expected to report to the Des Moines location 3 days a week (Wednesday, Thursday, Friday).

This position functions as a support role for the annuity new business specialist team, preparing transfer paperwork, letters of acceptance, completing follow up calls to financial institutions, and other miscellaneous administrative duties as assigned.

This position functions as a support role for the annuity new business specialist team, preparing transfer paperwork, letters of acceptance, completing follow up calls to financial institutions, and other miscellaneous administrative duties as assigned. This role is the primary owner for preparing transfer paperwork and letters of acceptance to send to other carriers. Will prepare transfer paperwork, letters of acceptance, completing follow up calls to financial institutions and agents, as well as other miscellaneous administrative duties as assigned.

Daily Duties:

Prepares adverse underwriting decision letters for applicants, owners and agents.

Assists with various administrative tasks to support Annuity New Business Specialist team workflow.

Completes follow up calls to other insurance carriers

Achieves required phone and transaction performance as defined for the Annuity New Business Coordinator.

Serve as a liaison between case management team, receptionist, and other departments as needed.

Maintain a thorough understanding of the annuity industry including product knowledge, industry trends, compliance issues, etc.

Understands key Operational process flows, controls and compliance criteria.

Suggests opportunities for improvement to Supervisor.

Conduct all business transactions in a manner that upholds the high ethical standards.

Adheres to company policies and legal requirements regarding sales and product compliance.

Serve as back up to receptionist, responsible for mailing packages via UPS and/or regular mail.

Develop relationships with key administrative and office support staff to facilitate proper business flow between various business units

Assists with various administrative tasks to support Life New Business Specialist team workflow.

Completes follow up calls to other insurance carriers.

Looking for candidates with an Insurance background and Microsoft Office experience. Life insurance product experience preferred in a service capacity (call center, or some sort of support role).

Skills:

Data entry, Administrative support, Insurance, Customer service, Microsoft, Microsoft office, Annuities, Processing claims

Additional Skills & Qualifications:

High School Diploma

Insurance, service center, professional customer service experience or sales support experience - 1+ years

Professional customer service experience

Experience Level:

Entry Level

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.