About the role
WHAT YOU'LL DO:
• Process new business applications and related transactions for annuity policies.
• Review applications, payment information and supporting documents for completeness and compliance with business requirements.
• Research and process requests while working on multiple screens and applications.
• Initiate and manage follow-up requirements for outstanding information, transfers, funding and correspondence.
• Resolve moderately routine questions following pre-established guidelines and escalation paths.
• Maintain accurate documentation, case notes and workflow status throughout the new business lifecycle.
• Develop and maintain a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
• Ability to work with strict timelines and non-rotating US shift timings.
WHAT YOU'LL NEED:
• Graduation in any stream, Commerce Graduate preferred.
• 1+ year of working experience in Life Insurance, Annuities or financial services, with a focus on quality, attention to detail, accuracy and accountability for your work product.
• Experience in a professional/office-related environment that required you to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens and learn new software tools.
• Must be able to type 30+ WPM with 98% accuracy.
• Effective English business communication skills required to exchange information with clients, agents and internal partners.
• Ability to solve basic mathematical problems and interpret financial information.
• Must have basic Email/Letter writing skills.
• Good understanding of MS Excel and MS Outlook.
• Life/Annuity Insurance domain knowledge is required; annuity new business processing experience is preferred.
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