Associate II - New Business
Core
Process new business applications and transactions for annuity policies, ensuring completeness and compliance.
Role type
Associate II - New Business Operations
Builds
Annuity policy transactions and client onboarding
Domain
Insurance / Life & Annuities
Required skills
Annuity new business processing, Application review, Compliance verification, Document management, Workflow tracking, Insurance domain knowledge, Data entry, Financial data interpretation, MS Excel, MS Outlook
Preferred skills
Life Insurance experience, Annuity product knowledge, Commerce degree