Operations Coordinator
Operations Coordinator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Client: Capco
Annuities Operations Coordinator
USC or Green Card
Must be local to NYC area
Pay $30/hr on w2
Location: Remote BUT for now but need people in NY/NJ area. Must be in NY/NJ area. It may convert to a hybrid in the future and they want to make sure these people are local.
Job Description:
Annuities Operations Coordinator
Role Overview:
The Annuities Operations Coordinator is responsible for the endtoend annuity new business process from submission to issuance. This process consists of an initial review processing updating and issuing of individual annuity new business applications working on behalf of and in partnership with our annuity carrier client. The person in this position will also communicate via phone and email with carrier distributors to follow up on outstanding requirements as well as provide followup with other carriers regarding the status and funding of annuities.
What You Are Responsible For:
- Learn to verify annuity new business applications submissions and corresponding forms for completeness.
- Develop working knowledge of regulatory technical and/or departmental guidelines to assess applications for compliance.
- Enter new applications into appropriate company systems in accordance with quantity and quality standards.
- Review apply funds and issue individual annuity new business utilizing workflow management system administrative system new business system etc.
- Communicate via email and phone with insurance agents to obtain outstanding requirements and/or provide status updates on annuity application.
- Resolve any new businessrelated issues as the requirements are submitted and met
- Communicate with internal stakeholders on new businessrelated items
- Perform other duties as assigned
Soft Skills:
- ProblemSolving Attention to Detail Communication Adaptability Critical Thinking
Target Qualifications:
- 35 years previous customer service experience
- 1 years annuities experience
- Associates or Bachelor s Degree preferred
- Case management experience preferred
- Excellent written communication and presentation skills
- Ability to interact and work closely with business stakeholders at all levels of seniority
- Possess strong analytical thinking and critical reasoning skills
- Ability to work effectively in a team environment
- Ability to effectively handle a fastpaced environment and successfully meet established deadline requirements
Work Environment:
- Ability to work in EST hours and flex as needed based on business demand
Employment Type
Full Time
Company Industry
Key Skills
- Six Sigma
- Lean
- Management Experience
- Process Improvement
- Microsoft Outlook
- Analysis Skills
- Warehouse Management System
- Operations Management
- Kaizen
- Leadership Experience
- Supervising Experience
- Retail Management
