Life & Retirement Advocate I

Life & Annuity Advocate I - New Business

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.
• In addition, 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.

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