What are the responsibilities and job description for the Retirement Advocate I position at Horace Mann?
Horace Mann is a purpose-driven company that is passionate about educators. Retirement Advocate will perform Annuity new business transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area.
Responsibilities
- Complete Annuity new business or in-force services job duties as assigned.
- Achieve or exceed service standards and productivity and quality goals.
- Complete application review per good order checklist.
- Effectively communicate with the field sales team via phone or email to obtain "In Good Order" requirements.
- Learn and understand functions within Annuity, such as ACH transactions, review existing in-force applications, allocation changes, withdrawals, surrenders, etc.
- Provide suggestion for improvements.
- Collaborate with peers and manager to maintain operational standards.
Requirements
- 1-2 Years of college OR High School Diploma required.
- 1-2 Years' experience in insurance or retirement service operations.
- Strong background in retirement products and insurance law.
- Effective written/verbal communication skills and analytical skills are required.
- Demonstrates above average math/accounting skills.
- In addition, call center or customer service experience is helpful.
- Participation in continuing education coursework and ACS encouraged with emphasis on LOMA.
- Must be available to work overtime or change work schedules as needed.
Pay Range:
- $17.16 - $25.38
Salary is commensurate to experience, location, etc.
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Salary : $17 - $25
