Annuity Administration Specialist
Synergistic Systems, Inc DBA SynergisticIT
contract
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Salary
💰 $40 - $45 per hour
About the role
- Process financial and non-financial transactions on annuity products within service level agreements and with a high degree of accuracy
- Respond to client requests submitted via secured email as well as other forms of written requests
- Researching and/or coordinating with the third party administrator on resolving “Not In Good Order” transactions.
- Perform other post-issue duties as required or assigned
Requirements
- Three or more years of related work experience in the annuities/after tax annuities operations industry with experience in a customer service environment
- Written client communication/correspondence experience, with the ability to clearly convey information to clients and internal business partners. Examples will be requested
- Call Center experience is a plus
- Preferred bachelor’s degree in related field or equivalent experience
- Analytical and problem solving skills
- Computer/technical skills - including the use of MS Office; system knowledge/proficiency in systems such as: Siebel or other CRM, VPAS, Life70, Cyber Life, OIPA or other annuity/life insurance administration system.
Benefits
- Major Medical plan
- 401K plan
- Paid vacations
- Paid holidays
- Direct deposit of compensation
- Dental and Short Term Disability Plans available through AFLAC
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial transactionsnon-financial transactionscustomer serviceanalytical skillsproblem solving skills
Soft Skills
written communicationclient correspondenceinformation conveyance
Certifications
bachelor's degree