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Contract Administration Representative
Group 1001Contract Administration Representative processing paperwork and case ownership for insurance transactions. Focused on new business applications for Variable and Fixed Annuity policies and supporting administrative operations.
About the role
Key responsibilities & impact- Process and review new business paperwork to issue the business accurately and in a timely manner.
- This includes, but not limited to, entering the data into the system, checking for NIGOs, suitability reviews, and working with agents to resolve NIGOs.
- Learning, retaining, and updating one's knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.
- Assist with processing other types of maintenance and withdrawal transactions as needed.
- Provide information regarding contract values, contract status updates, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA and Qualified Plan transfers and rollovers, agent licensing, and commissions for new business.
- Support both Agent/Advisors and Clients with all new business operations.
- Assist in special projects as needed.
Requirements
What you’ll need- Bachelor’s degree in a related field or equivalent experience.
- Advanced level degree a plus.
- 3+ years of operational/customer service or processing experience or a combination is preferred.
- Proven ability to communicate effectively.
- Strong problem-solving skills and experience working in a fast-paced environment.
- Strong leadership and communication skills.
- Strong working knowledge of the annuity market, with specific focus on the fixed, fixed indexed and variable annuities.
Benefits
Comp & perks- Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package.
- Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.
- Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability.
- All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.
- Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entrysuitability reviewsNIGO resolutionfinancial product knowledgemaintenance transactionswithdrawal transactionscontract value analysisIRA transfers1035 exchangescommission processing
Soft Skills
effective communicationproblem-solvingleadershiporganizational skillsinterpersonal skills
Certifications
Bachelor’s degreeadvanced degree