Job description

The Annuity new business Case processor will process annuity applications, ensuring timely and efficient processing of all pending cases. The case processor will demonstrate initiative and decision-making skills with the goal to positively impact the producer experience, guiding them from initial application until a policy is in-force.

Job responsibilities/tasks

• Process Annuity applications in a timely manner with carriers when received.
• Check agent contracting and product training.
• Provide customer service for agents and marketers on pending and in force
• annuity cases.
• Provide follow-up and status for pending annuity cases to agents and marketers.
• Help maintain case files (scanning).
• Perform other related duties and special projects as assigned.

Required Skills

Successful Candidates will possess:

• Ability to communicate (oral and written) clearly, effectively, and professionally with producers and internal departments.
• Ability to follow up aggressively on open items but with partnership perspectives.
• Ability to provide excellent customer service to both internal and external customers.
• Effective time management skills.
• Ability to prioritize and accomplish multiple tasks simultaneously.
• Capable of working independently as well as in a team environment.
• Good inter-personal skills and ability to learn quickly.
• Experience with PC’s in a Windows environment and knowledge of standard
• Microsoft applications (Excel, Word, Outlook).
• High School graduate or equivalent GED
• 1-2 years’ experience preferred but not required

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• Office

COVID-19 considerations:
Training would be in our office for 1-3 months as needed. Hybrid or remote work can then be done as approved.

Ability to commute/relocate:

• Eden Prairie, MN 55344: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Annuity NB processing: 1 year (Preferred)

Work Location: One location

seankuhnke.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, seankuhnke.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, seankuhnke.com is the ideal place to find your next job.