Annuity New Business Specialist I

Job Summary

This position functions as a proactive liaison between producers, their upline, and third-party administrators to resolve annuity new business service issues and obtain outstanding requirements, specifically related to applications submitted that are not in good order.

Duties and Responsibilities

• Handles customer questions and concerns in a timely and professional manner.Responsible for knowledge in multiple queues to be rotated and handled as needed.
• Serve as a liaison between producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal and other departments as needed.
• Achieve required transaction quality performance as defined for the Annuity New Business Specialist.
• Research and track documents, and resolve service issues with emphasis on a designated function.
• Proactively keep producers and uplines up-to-date on product and processing guidelines.
• Resolve problems & guide producers in software usage and web initiatives.
• Resolve moderate to complex sales/operational needs/inquiries as it pertains to product clarification, pending new business.
• Adhere to company policies and legal requirements regarding sales and product compliance.