Annuity Associate
Job Description
Our life insurance client is looking for an Annuities Associate to join their team. They will be responsible for managing incoming overnight and regular mail. The Associate performs a first review of the checks to be saved and prepared for processing.
Day to Day Includes:
-Receive and review incoming applications for completeness.
-Receive and review incoming checks for completeness.
-Deposit annuity premium checks daily.
-Process applications and corresponding paperwork and document any outstanding requirements.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
Skills and Requirements
-Strong organizational, oral, and written communication skills.
-Ability to learn all required systems, processes, and terminology quickly.
-Work in a fast paced environment.
-Knowledge in all Microsoft Suites -Insurance Background
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