Annuity New Business Support Rep - Onsite
Core
Analyze and process IGO and NIGO cases for annuity products, serving internal and external customers via telephone and written communications.
Role type
New Business Support Representative
Builds
Processed annuity applications and resolved customer inquiries
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Case analysis, customer service, regulatory compliance, workflow management, documentation, problem-solving, technical aptitude, learning agility
Preferred skills
Life/Health/Annuity product knowledge, Bachelor's Degree
Responsibilities
Manage and analyze core and complex cases for IGO and NIGO, prioritize and balance a caseload requiring additional paperwork and follow-up, collaborate with internal business partners to resolve NIGO requests, handle sensitive communications with customers and external companies, resolve inquiries from internal contacts promptly, document calls and communications to gather missing information
Seniority
Entry-level to Junior