The mission of this job is to promptly perform both financial and non-financial administrative transactions that occurs during the duration of a policy/contract.
Accountable for identifying, investigating, evaluating, obtaining, and utilizing critical information required to accurately perform administrative transactions on a policy/contract.
Verbally communicate and correspond with outside customers to convey requirements.
Handles processing transactions on multiple product lines.
Documents all calls clearly and concisely and completes follow-up work.
Identify areas of potential risk for the company, including potential fraud.
Analyze all incoming documents for appropriateness and completeness and determine whether transaction can be processed. If so, processes the transaction.
Serves as 1st approver for financial transactions.
Answer customer inquiries.
Back office (Policy Holder Services) processing for life and/or annuity contracts preferred.
Two-year college degree or equivalent experience in a financial institution operations department, customer service, or annuity product experience.
Knowledgeable in life or annuity products.
Must have sharp attention to detail and ability to perform with high degree of accuracy.
Strong analytical skills to review documents and reach sound decisions.
Proven oral and written communication skill set.
Ability to meet multiple performance targets at or above benchmark levels; including, but not limited to: accuracy, call quality, timeliness, and productivity.
Work harmoniously with peers within a small team environment to accomplish both personal and team performance goals.
Work with customers in a professional and empathic manner.
Work overtime, as needed, to meet daily deadlines.
Work simultaneously with multiple computer systems.