Life & Annuities Back Office - Series 6 Representative

Virtuel Numéro de demande 25994
30 janvier 2024

Job Title:  Life & Annuities Back Office Operations – Series 6 Registered Rep

 

Brief Job Description:

 

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. 

 

Responsibilities:

 

  • 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.

Basic Qualifications:

  

  • Series 6 License 
  • 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 o Work overtime, as needed, to meet daily deadlines   o Work simultaneously with multiple computer systems o Compute moderately difficult mathematical calculations
  • Available for 8 hour shift between 8am to 8pm working hours; Work from home

  

 

Autres détails

  • Type de paie À heure
  • Taux min. à l'embauche 23,00 $
  • Taux max. à l'embauche 26,00 $