Working Student in Customer Repair & Service Administration at congatec. Involves handling RMA requests and supporting the customer service team.
SS
Hybrid Annuity Administration Specialist
Posted 2 weeks ago
About the role
- Service Representative handling day-to-day client service and administrative support for annuity products at a major Life Insurance carrier. Ensuring transaction processing meets company and regulatory standards.
Responsibilities
- Process financial and non-financial transactions on annuity products within service level agreements and with a high degree of accuracy
- Respond to client requests submitted via secured email as well as other forms of written requests
- Researching and/or coordinating with the third party administrator on resolving “Not In Good Order” transactions.
- Perform other post-issue duties as required or assigned
Requirements
- Three or more years of related work experience in the annuities/after tax annuities operations industry with experience in a customer service environment
- Written client communication/correspondence experience, with the ability to clearly convey information to clients and internal business partners. Examples will be requested
- Call Center experience is a plus
- Preferred bachelor’s degree in related field or equivalent experience
- Analytical and problem solving skills
- Computer/technical skills - including the use of MS Office; system knowledge/proficiency in systems such as: Siebel or other CRM, VPAS, Life70, Cyber Life, OIPA or other annuity/life insurance administration system.
Benefits
- Major Medical plan
- 401K plan
- Paid vacations
- Paid holidays
- Direct deposit of compensation
- Dental and Short Term Disability Plans available through AFLAC
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