Operations Coordinator

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 end-to-end 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 e-mail with carrier distributors to follow up on outstanding requirements as well as provide follow-up 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 business-related issues as the requirements are submitted and met
• Communicate with internal stakeholders on new business-related items
• Perform other duties as assigned

Soft Skills :

Target Qualifications :

Work Environment :

Message clipped] View entire message

Salary : $30