What are the responsibilities and job description for the Transfer Assistant/Associate position at American Life Financial Partners, LLC.?
Transfer-Assistant/Associate
American Life Financial Partners, LLC, a rapidly growing financial services holding company, seeks a customer service-focused, hands-on, and energetic team player to join us as Transfer Assistant or Associate (depending on experience). We operate as a modern insurance-holding company focused on long-term growth. We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs).
Summary/Objective
The Transfer Assistant/Associate is responsible for providing effective customer service for all clients and agents by using excellent, in-depth knowledge of company products and programs and communicating effectively with team members within the customer service department.
Essential Functions
- Process annuity applications with a thorough review to ensure accuracy and completeness prior to policy issuance.
- Complete required paperwork for fund transfers, reviewing all documentation for accuracy.
- Complete routine follow-ups by contacting transferring companies to verify funding status via email and phone.
- Attend training and development meetings
- Review incoming corrections for accuracy and communicate with agents daily via email or phone as needed.
Competencies
- Strong attention to detail and accuracy
- Excellent typing and data entry skills
- Ability to work efficiently and accurately in a fast-paced environment
- Strong organizational and time-management skills
- Proficiency in Microsoft Office and other computer software programs
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
Required Minimum Qualifications
To qualify at the Assistant level, you must have:
- High School Diploma or GED
- 6 months of customer service experience
- Must be proficient in using a computer
- Some data entry experience is a plus
- Experience in the Insurance industry is preferred
To qualify at the Associate level, you must have:
- High School Diploma or AA Degree
- 1-year experience in a data entry role.
- Experience in a similar insurance/annuity-related role is a huge plus
- Or 6 months of experience internally
- Must be proficient in using a computer
- Must have basic Excel knowledge
- Familiar with workflow management systems.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and communicate with others. This may be over the phone, in person, or through email and messaging. The employee must be able to hear customers and agents over the phone. The employee is frequently required to sit, stand; walk, and use their hands and fingers to work with the computer, phones, filing cabinets, paperwork, etc.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours as needed to complete work and ensure operations/business is not interrupted or slowed.
Travel
No travel is expected for this position.
Work Authorization/Security Clearance
Must be eligible to work in the United States.
AAP/EEO Statement
American Life Financial Partners, LLC is an Equal Opportunity Employer.
If you need assistance or an accommodation due to a disability, you may contact us at 402-489-8266.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.