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Application Processor, Annuity

Company: Beacon Hill Staffing Group, LLC
Location: Saint Paul
Posted on: May 13, 2022

Job Description:

Position Summary:
Conducts the contract approval/contract issue process for all annuity applications and incoming direct rollovers, 1035 exchanges and direct transfers, and immediate annuities including review of application to determine if plan, contract and legal requirements are met. Verifies appropriate signatures and forms are completed according to state requirements.

Responsibilities include but not limited to:
Complete outbound follow-up calls to verify status of pending funds coming from other financial institutions.
Review applications and complete basic data entry, perform licensing checks and initial contract set-up and contact financial advisors regarding missing or clarification of information provided on annuity applications.
Answer inbound phone calls regarding basic status calls from financial advisors and internal sales team via our agent support line.
Maintain and manage all pending/follow-up cases on incoming business and communicate status to financial advisors.
Work independently to prioritize work items effectively to meet service standards and client needs.
Identify, recommend and implement changes to procedures and checklists to improve effectiveness, efficiency and quality.

Ability to learn all plan and contract details and provide service that excels.
Excellent verbal and written communication skills.
Strong attention to detail, and organizational skills.
Ability to work under pressure, set priorities, and meet deadlines.
Strong data entry skills.
Ability to work independently as well as in a team oriented environment.
Ability to work overtime as needed.

Preferred Qualifications:
Knowledge of annuity products, processes and procedures.

Physical job requirements:
Ability to work at least 40 hours per week.
Ability to utilize keyboard, mouse and computer for up to 8 hours per day.
Ability to utilize phone for approximately 2-4 hours per day.
Ability to perform simple grasping including handwriting, paper manipulation, sorting, folding, etc. periodically throughout entire workday.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

Keywords: Beacon Hill Staffing Group, LLC, St. Paul , Application Processor, Annuity, Other , Saint Paul, Minnesota

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