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Annuities Associate
A company is looking for a Mutual Funds & Annuities Associate (Remote). Key Responsibilities Assist producers and internal sales teams with service-related requests via phone and email Manage new business cases through the new business process for successful placement Collaborate with internal divisions to ensure consistent excellent service and share process improvement ideas Required Qualifications Ability to work from 10:00 AM to 6:00 PM EST, with training from 9:00 AM to 5:00 PM EST for 6 weeks Occasional overtime availability is desired Bachelor's degree or equivalent work experience preferred 1-2 years of previous customer service experience is desired Annuities and case management experience preferred but not required
A company is looking for a Mutual Funds & Annuities Associate (Remote).
Key Responsibilities
Assist producers and internal sales teams with service-related requests via phone and email
Manage new business cases through the new business process for successful placement
Collaborate with internal divisions to ensure consistent excellent service and share process improvement ideas
Required Qualifications
Ability to work from 10:00 AM to 6:00 PM EST, with training from 9:00 AM to 5:00 PM EST for 6 weeks
Occasional overtime availability is desired
Bachelor's degree or equivalent work experience preferred
1-2 years of previous customer service experience is desired
Annuities and case management experience preferred but not required