Casual Service Consultant role at ANZ providing seamless branch experience and meeting customer banking needs. Collaborating with colleagues to ensure quality service and cash management duties.
About the role
- Annuity Processing Consultant at AAA Life processing and administering annuity contracts. Collaborating with internal teams to ensure compliance with industry regulations.
Responsibilities
- Review and process incoming annuity applications, ensuring all required documentation is complete and accurate.
- Review policies/applications both inforce and new applications for suitability.
- Process policy modifications, such as beneficiary updates, contract transfers, and partial and full withdrawals for all forms of withdrawals, in a timely manner.
- Handle requests for annuity payments, including annuitization and scheduled disbursements.
- Ensure all processing activities adhere to regulatory requirements, internal policies, and industry best practices.
- Has a collaborative relationship with agents/field management, applicants, vendors, other business units, and managers with a focus on attainment of sales goals and objectives.
- Proactively monitors reporting and cases to assure that sales objectives are achieved.
Requirements
- Bachelor’s degree in Business Administration, Finance, Insurance, or a related field (preferred).
- 6-8 years of experience in annuity processing, life insurance, or financial services operations.
- Experience with insurance or annuity systems (such as Policy Administration Systems) is highly desirable.
- Strong understanding of annuity products, processing procedures, and regulatory compliance.
- Proficient in Microsoft Office Suite (Excel, Word, etc.) and familiar with internal systems used for annuity processing.
- Detailed knowledge of the sales process, distribution channels and product lines
- Strong analytical and problem-solving abilities.
- Effective communication skills, both written and verbal, with a customer service orientation.
Benefits
- Health insurance
- Retirement plans
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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