What are the responsibilities and job description for the Annuity New Business Case processor position at ECA Marketing, Inc.?
The Annuity new business Case processor will process annuity applications, ensuring timely and efficient processing of all pending cases. The case processor will demonstrate initiative and decision-making skills with the goal to positively impact the producer experience, guiding them from initial application until a policy is in-force.
Job responsibilities/tasks
- Process Annuity applications in a timely manner with carriers when received.
- Check agent contracting and product training.
- Provide customer service for agents and marketers on pending and in force
- annuity cases.
- Provide follow-up and status for pending annuity cases to agents and marketers.
- Help maintain case files (scanning).
- Perform other related duties and special projects as assigned.
Required Skills
Successful Candidates will possess:
- Ability to communicate (oral and written) clearly, effectively, and professionally with producers and internal departments.
- Ability to follow up aggressively on open items but with partnership perspectives.
- Ability to provide excellent customer service to both internal and external customers.
- Effective time management skills.
- Ability to prioritize and accomplish multiple tasks simultaneously.
- Capable of working independently as well as in a team environment.
- Good inter-personal skills and ability to learn quickly.
- Experience with PC’s in a Windows environment and knowledge of standard
- Microsoft applications (Excel, Word, Outlook).
- High School graduate or equivalent GED
- 1-2 years’ experience preferred but not required
Job Type: Full-time
Pay: $48,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Experience:
- Annuity NB processing: 1 year (Preferred)
Work Location: In person
Salary : $48,000 - $55,000