Annuity Suitability Consultant

🕒 il y a 1 mois

🚗 Michigan – Distant

🚗 Michigan – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

🦅 Parrain de Visa H1B

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AAA Life Insurance Company

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1969

⚕️ Assurance santé

💸 Finance

Healthcare Insurance • Finance • Insurance

AAA Life Insurance Company est un fournisseur de divers produits d'assurance vie, y compris l'assurance-vie temporaire, l'assurance-vie entière, l'assurance-vie universelle et l'assurance accident. Ils proposent également des rentes et une gamme de ressources pour aider les clients à comprendre leurs besoins en assurance. Avec un accent sur le soutien client et l'éducation, AAA Life Insurance Company vise à simplifier le processus d'obtention d'une assurance vie et à offrir des solutions sur mesure pour protéger l'avenir financier des individus et de leurs familles.

Description

• Perform suitability reviews and work with the agents to get suitability approval. • Review and process incoming annuity applications, ensuring all required documentation is complete and accurate. • Review policies/applications both inforce and new applications for suitability. • Process policy modifications, such as beneficiary updates, contract transfers, and partial and full withdrawals for all forms of withdrawals, in a timely manner. • Handle requests for annuity payments, including annuitization and scheduled disbursements. • Ensure all processing activities adhere to regulatory requirements, internal policies, and industry best practices. • Proactively monitor reporting and cases to assure that sales objectives are achieved.

🎯 Exigences

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field (preferred). • 6-8 years of experience in annuity processing, life insurance, or financial services operations. • Experience performing suitability reviews is highly desirable. • Experience with insurance or annuity systems (such as Policy Administration Systems) is highly desirable. • Strong understanding of annuity products, processing procedures, and regulatory compliance. • Proficient in Microsoft Office Suite (Excel, Word, etc.) and familiar with internal systems used for annuity processing. • Strong analytical and problem-solving abilities. • Effective communication skills, both written and verbal, with a customer service orientation.

🏖️ Avantages

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development