Annuity Case Coordinator

Job Summary

A company is looking for an Annuity Case Coordinator to join their Insurance Operations organization in a remote work environment.

Key Responsibilities

• Process new business applications and complex financial transactions while ensuring completeness and adherence to guidelines
• Communicate with financial advisors and stakeholders to resolve discrepancies and provide necessary information
• Share knowledge with team members and recommend process improvements to enhance operational efficiency

Required Qualifications and Education

• High School Diploma or GED, or minimum Associate degree in lieu of required experience
• 0-1+ years of relevant experience for candidates with an Associate's degree or above; 3-5+ years for others
• Experience in Client Customer Support and Operations aligned with job responsibilities
• Ability to work effectively in a fast-paced team environment
• Proficiency in Microsoft Office Suite and general computer navigation skills