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.
- 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.
