Annuity Case Management Associate

Job Summary

A company is looking for an Annuity Case Management Associate to join their financial services team.

Key Responsibilities

• Process new business applications, ensuring accuracy and completeness
• Track pending cases and transfers, communicating updates to advisors
• Handle inquiries and requests post-policy issuance, maintaining compliance with guidelines

Required Qualifications

• Prior financial services experience
• Experience in a professional office environment
• Knowledge of case management processes
• Proficiency in file management systems
• Ability to adhere to service level agreements (SLAs)