Description

We are looking for someone that can:

• Process departmental transactions such as new business, not taken, delivery requirements, address changes, beneficiary changes, etc.
• Review annuity applications and request forms to ensure that all questions have been answered and requirements are met.
• Change annuity records to conform to annuity specifications, plan guidelines, and government regulatory codes.
• Calculate and apply deposits/payments, and refunds, and make adjustments to policy values.
• Research and perform an investigation to present solutions in resolving system errors, deposits/payments, payouts, billings, maturities, annuity values, and other discrepancies.

Requirements for Success:

• Minimum of a High School diploma or GED equivalent; 1-year of relevant Life and/or Annuity experience preferred.
• Develops understanding of annuity products, policies and provisions, and IRS codes and regulations.
• Must be a positive influence in establishing, developing, and maintaining professional working relationships with internal and external customers to ensure prompt, efficient service and provide a positive customer experience.
• Proven success working under pressure, meeting strict deadlines, and prioritizing multiple projects while maintaining production service level expectations.
• Excellent verbal and written communication skills and must be skilled in attentive and acting listening, practice to hear people out by accurately restating to resolve customer concerns.
• Continual participation in training programs for current and new products and services and other training, as required, to provide an excellent customer experience.
• Attention to detail and accuracy is a must as errors could result in inaccuracies in records or reports as well as loss of time and money.
• Practice of a high level of confidentiality is crucial.

We can offer you:

• A downtown location with free parking, a company cafeteria, and a fitness center
• Training and development opportunities to grow personally and professionally
• A collegial team-focused environment
• An organization that values work/life balance
• An industry-leading benefits plan including health, vision, dental, 401K, a company-wide incentive plan, and an Employee Community Volunteer Program
• Education reimbursement plan after one year of employment

#LI-BB1

Qualifications

Education

Required

• High School or better

Job Category: Life

Job Type: Full-Time

225 S East St

Indianapolis, IN, USA, 46202

ReqID: ANNUI003920