Fixed Annuity Specialist

Regions Bank • Hoover, AL

2d • Onsite

About The Position

At Regions, the Fixed Annuity Specialist processes fixed annuity documentation received from agents in the branches in an accurate and timely manner.

Requirements

• High School Diploma or GED
• Ability to work overtime on an as needed basis
• Excellent verbal and written communication skills
• Great customer service skills
• Proficiency in Microsoft Office Suite
• Strong attention to detail
• Strong organizational skills

Responsibilities

• Reviews processed paperwork for accuracy and completion
• Maintains and prioritizes work flow in accordance with internal procedures
• Communicates with agents and branches as needed for additional documentation, resolution of system issues, and follow up
• Analyzes data to determine answers to questions from licensed agents and Financial Advisors related to existing annuity accounts and product information
• Refers unresolved agent/customer grievances to designated departments for further investigation/review

Benefits

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED