Annuities Support Analyst

Job Summary

Working remotely within the United States, the full-time Annuities Support Analyst will process new business applications, correspond with agents and departments regarding pending cases, and ensure elite customer service while adhering to SEC guidelines.

Key responsibilities

• Process new business application transactions and handle execution accurately and timely
• Correspond with agents and internal teams about pending cases to ensure smooth operations
• Evaluate and identify opportunities for process improvements to enhance customer experience

Required qualifications

• High school diploma
• Minimum 2 years of customer service experience in the insurance and annuities fields
• Working knowledge of insurance products, policies, and procedures
• 1-2 years of processing claims experience, including death claims
• Excellent grammar and writing skills