Operations Associate Annuity New Business

AmeriLife•Saint Louis Park, MN

1d•Onsite

About The Position

Under limited supervision, the employee is responsible for effectively managing workload, including customer service requests from financial professionals, Broker-Dealers, RIAs, Registered Reps, and IARs. Provide proactive communication by applying knowledge of carriers’ websites, products, and procedures. Successfully influences business results by establishing and maintaining effective relationships, ensuring a high degree of productivity and quality. Accountable for accurately applying knowledge of all carriers’ websites, products, procedures, and resources while adhering to established metrics, guidelines, procedures, and regulations. Uses sound judgment to make the appropriate decisions for the financial professionals, customers, and TruChoice.

Requirements

Ability to adapt to changes in priorities
High level of accountability
Problem Solving & Analysis
Influence
Knowledge of Operations, Insurance, and Financial Services
Strong decision-making skills
Business Acumen
Controls Knowledge
Some experience required, 1-2 years of experience preferred: Operations, Insurance or Financial Industry, in various customer service-focused areas.
Four-year degree preferred, two-year degree required (or equivalent work experience)

Responsibilities

Responds to and process requests by applying department knowledge. Follows established practices and standards while meeting or exceeding quality and service levels. (70%)
Builds and maintains customer relationships by demonstrating effective communication and interactions. Influences business results by providing proactive customer service, education, and communication. Provide customized service and take ownership as needed. Responsible for ensuring that all producers are aware of operational processes and changes. (25%)
Deepening knowledge of carrier processes, procedures, and resources. Understands third-party vendors including but not limited to FireLight, SureLC, and RegEd. (5%)