Retirement Advocate will perform Annuity new business transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL or Cherry Hill, NJ area.
Responsibilities
Complete Annuity new business or in-force services job duties as assigned
Achieve or exceed service standards and productivity and quality goals
Complete application review per good order checklist
Effectively communicate with the field sales team via phone or email to obtain "In Good Order" requirements
Learn and understand functions within Annuity, such as ACH transactions, review existing in-force applications, allocation changes, withdrawals, surrenders, etc
Provide suggestion for improvements
Collaborate with peers and manager to maintain operational standards
Requirements
1-2 Years of college OR High School Diploma required
1-2 Years' experience in insurance or retirement service operations
Strong background in retirement products and insurance law
Effective written/verbal communication skills and analytical skills are required
Demonstrates above average math/accounting skills
Call center or customer service experience is helpful
Participation in continuing education coursework and ACS encouraged with emphasis on LOMA
Must be available to work overtime or change work schedules as needed