Annuity Case Coordinator

Job Summary

A company is looking for an Annuity Case Coordinator to join their Insurance Operations organization in a remote work environment.

Key Responsibilities

• Process new business applications and complex data/financial transactions, ensuring completeness and compliance with guidelines
• Communicate with financial advisors and stakeholders to resolve discrepancies and provide necessary information
• Share knowledge and assist less experienced team members while identifying process improvements

Required Qualifications

• High School Diploma or GED; Associate degree preferred
• 0-1+ years of relevant client customer support and operations experience
• 3-5+ years of experience in client customer support and operations preferred
• Ability to work in a fast-paced team environment
• Proficiency in Microsoft Office Suite and general computer navigation skills