Annuity Processing Specialist

Duties & Responsibilities

• Process annuity applications, review for missing paperwork/documents and verify processing requirements.
• Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner.
• Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation.
• Follow-up on pending and open business.
• Verify Agent licensing and appointments and process such licensing and appointment paperwork when needed.
• Verify sufficient funding is in place prior to business submission.
• Obtain and relay any necessary information and correspondence between the clients, vendors, and other services providers.
• Communicate regularly with sales staff, management, vendors, and clients to be sure the highest possible quality of customer service is being provided for every individual.
• Respond promptly and courteously to sales force.

Supervisory Responsibilities

None

Minimum Knowledge, Skills And Abilities Required

• Insurance license & Series 7 preferred.
• Insurance and financial service experience preferred.
• Excellent customer service and communication skills required.
• Must be detail oriented and able to multi-task.
• Prior experience with Finetre/AnnuityNet software would be beneficial.

Benefits

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

Location

Cincinnati, Ohio 45227