Annuity Service Coordinator at Accentuate Staffing
Durham, NC 27713
About the Job
Accentuate Staffing has an immediate direct hire, Annuity Service Coordinator opportunity with an established annuity claims company. The Annuity Service Coordinator must be able to build positive effective and quality relationships. The right person for this role has an extremely strong work ethic and capacity for learning and retaining large amounts of information quickly. Individuals must have strong communication skills and an energetic personality with ability to work with and adjust to all other personality types. Must be self-driven and responsible for staying current on all industry and market conditions/trends. This role will handle nearly all communications with producers regarding anything from onboarding to new applications to service needs for their clients. Must be comfortable handling challenges head on. Results oriented individuals committed to providing world class white glove service must apply! This role offers remote work Mondays and Fridays and career growth opportunities.
Responsibilities:
- Manage all correspondence with distribution partners pertaining to sales & service.
- Respond quickly and effectively when a need is presented from a partner. Handles all requests to completion only involving other departments when necessary or with escalated issues. Follow up on issues until resolution.
- Maintain detailed knowledge of all products and current knowledge of all operational procedures including business rules.
- Maintain working knowledge of Qualified/IRA rules and how they apply to Annuities.
- Build lasting relationships with distribution partners and provide a personalized experience to all producers
- Provide technical assistance to producers and organizations with the company onboarding portal, illustration system, and e-application.
- Be an active participant in analyzing products, services, and business processes to ensure partners satisfaction. Propose solutions that will benefit all parties.
- Actively promote company products and services.
- Be an agent of change promoting our digital platforms both internally and externally.
- Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.
- Communicate and interact respectfully and professionally with all partners, coworkers, management, and customers.
Requirements:
- Must have NC Life License.
- Must have Annuity and Qualified Plan experience or comparable insurance sales/financial services experience.
- Clear and concise verbal and written communication skills.
- Ability to thrive in a team environment and maintain positive energy in the face of adversity.
- Strong PC skills including all Microsoft Office Software.
- Demonstrate dependability and reliability.
- Strong, empathetic leader.
- Experience working on multiple projects at once.
- Exceptional attention to detail.