Application Processor, Annuity
Company: Beacon Hill Staffing Group, LLC
Location: Saint Paul
Posted on: May 13, 2022
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
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
Excellent verbal and written communication skills.
Strong attention to detail, and organizational skills.
Ability to work under pressure, set priorities, and meet
Strong data entry skills.
Ability to work independently as well as in a team oriented
Ability to work overtime as needed.
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
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
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.
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
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 www.beaconhillstaffing.com.
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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