Annuity Case Management Associate
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)
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)
