Purpose: The Annuity Associate Sr. - Intake is responsible for timely and accurate processing of new applications in accordance with departmental performance standards (SLA's). The Associate performs an initial review of incoming applications, assign policy numbers, create customer files and perform initial entry of application data into the administrative system.
Key Responsibilities: Receive and review incoming applications for completeness Follow-up with external customers to resolve applications requiring additional information Deposit annuity premium checks daily Input all application suitability review data Set up new case files; assign contract numbers Code new cases in Fast administration system Process contract change and service requests as requested Assist with the preparation and mailing of annuity contracts Assist and back-up the mail, overnight package and fax distribution and process Any other job-related duty as deemed appropriate by management.
Qualifications: Technical or Associate Degree Minimum of two (2) years related experience in a financial services or insurance processing environment Superior communication skills and a customer service orientation are required. Must demonstrate strong organizational, mathematical, and problem solving skills. Ability to learn all required systems, processes and terminology.