What are the responsibilities and job description for the Account Services Coordinator - Inforce Policy Admin position at TEKsystems?
Job Title: Services Coordinator - Inforce Policy Admin
Job Description We are seeking a dedicated Services Coordinator to support our contracts Inforce team. This role involves working with an offshore vendor to meet client and customer needs related to current Annuity policies. The position can be hybrid with 3 days on-site or 100% on-site in Minneapolis, MN.
Responsibilities
* Support client and customer needs related to current Annuity policies.
* Handle money out, withdrawal on the contract, tax procedures, and setting up income streams.
* Work on reports to maintain controls and identify system gaps.
* Answer questions and process complex tasks from vendor partners and key business partners.
* Serve as a Subject Matter Expert and respond promptly to inquiries.
* Work with multiple systems such as Excel, MS Office, and Salesforce (CRM).
* Provide professional written communication and be flexible in a fast-paced environment.
Essential Skills
* Detail-oriented with the ability to work with multiple systems.
* Proficiency in Excel, MS Office Suite, and Salesforce (CRM).
* Strong professional written communication skills.
* Ability to learn new systems and databases quickly.
* Good communication skills.
* Flexibility in a fast-paced environment.
Additional Skills & Qualifications
* HS Diploma and 3 years of professional support experience.
* Experience in the financial services or banking industry is preferred.
* Customer service skills and problem management experience.
Why Work Here? We offer an opportunity to transition from a contract to a permanent position after 1000 hours. Benefits include medical, dental, vision, 401k with a 7.5% match, PTO, holiday pay, and a significant raise upon permanent hire.
Work Environment The position requires being local to Golden Valley, MN. Initial training will be 2-4 weeks in the office. Post-training, the schedule will be 2 days in the office and 3 days remote. Work hours are from 8am CST to 5pm CST with some flexibility.
Job Type & Location This is a Contract position based out of Minneapolis, Minnesota.
Pay and Benefits The pay range for this position is $18.00 - $22.00
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type This is a hybrid position in Minneapolis,MN.
Application Deadline This position will be accepting applications until Feb 6, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Job Description We are seeking a dedicated Services Coordinator to support our contracts Inforce team. This role involves working with an offshore vendor to meet client and customer needs related to current Annuity policies. The position can be hybrid with 3 days on-site or 100% on-site in Minneapolis, MN.
Responsibilities
* Support client and customer needs related to current Annuity policies.
* Handle money out, withdrawal on the contract, tax procedures, and setting up income streams.
* Work on reports to maintain controls and identify system gaps.
* Answer questions and process complex tasks from vendor partners and key business partners.
* Serve as a Subject Matter Expert and respond promptly to inquiries.
* Work with multiple systems such as Excel, MS Office, and Salesforce (CRM).
* Provide professional written communication and be flexible in a fast-paced environment.
Essential Skills
* Detail-oriented with the ability to work with multiple systems.
* Proficiency in Excel, MS Office Suite, and Salesforce (CRM).
* Strong professional written communication skills.
* Ability to learn new systems and databases quickly.
* Good communication skills.
* Flexibility in a fast-paced environment.
Additional Skills & Qualifications
* HS Diploma and 3 years of professional support experience.
* Experience in the financial services or banking industry is preferred.
* Customer service skills and problem management experience.
Why Work Here? We offer an opportunity to transition from a contract to a permanent position after 1000 hours. Benefits include medical, dental, vision, 401k with a 7.5% match, PTO, holiday pay, and a significant raise upon permanent hire.
Work Environment The position requires being local to Golden Valley, MN. Initial training will be 2-4 weeks in the office. Post-training, the schedule will be 2 days in the office and 3 days remote. Work hours are from 8am CST to 5pm CST with some flexibility.
Job Type & Location This is a Contract position based out of Minneapolis, Minnesota.
Pay and Benefits The pay range for this position is $18.00 - $22.00
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type This is a hybrid position in Minneapolis,MN.
Application Deadline This position will be accepting applications until Feb 6, 2025.
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Salary : $18 - $22
