LOCAL TO NY/NJ candidates only can apply Title : Annuities Operations Coordinator Duration : 3+ months, possibility of extension 2-3 days hybrid in NY/ NJ, locals only Requirements & Qualifications · Learn to verify annuity new business applications, submissions, and corresponding forms for completeness. · Develop working knowledge of regulatory, technical and/or departmental guidelines to assess applications for compliance. · Enter new applications into appropriate company systems in accordance with quantity and quality standards. · Review, apply funds, and issue individual annuity new business utilizing workflow management system, administrative system, new business system, etc. · Communicate via email and phone with insurance agents to obtain outstanding requirements and/or provide status updates on annuity application. · Resolve any new business-related issues as the requirements are submitted and met · Communicate with internal stakeholders on new business-related items · 1+ years previous customer service experience · 1+ years annuities experience; preferred 3+ years’ experience · Associate or bachelor’s Degree preferred · Case management experience preferred · Excellent written, communication, and presentation skills · Ability to interact and work closely with business stakeholders at all levels of seniority Job Type: Contract Pay: $25.12 - $27.17 per hour Expected hours: 40 per week Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Experience:
Customer service: 1 year (Preferred)
Ability to Commute:
New York, NY 10022 (Required)
Ability to Relocate:
New York, NY 10022: Relocate before starting work (Required)