Job Description
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GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must be able to handle large volume of policies and delivery requirements in a time sensitive manner.
DUTIES & RESPONSIBILITIES:
+ Process annuity applications, review for missing paperwork/documents and verify processing requirements.
+ Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner.
+ Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation.
+ Follow-up on pending and o...
GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must be able to handle large volume of policies and delivery requirements in a time sensitive manner.
DUTIES & RESPONSIBILITIES:
+ Process annuity applications, review for missing paperwork/documents and verify processing requirements.
+ Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner.
+ Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation.
+ Follow-up on pending and o...