Annuities Representative (New Business) jobs in Iowa

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Customer Service Representative - Life and Annuities
  • Infosys
  • Des Moines, IA FULL_TIME
  • Infosys McCamish
    Domain: Life Insurance
    Skill: Customer Service

    Senior Process Associate

    In the role of Senior Process Associate you will be responsible for delivering accurate and courteous responses to telephone inquiries from contract owners, agents and third parties. You will utilize multiple department systems to provide accurate information and will be expected to comprehend and explain life and annuity products. You will be working in a fast-paced call center environment and during your day-to-day responsibilities, and you’ll maintain a positive and professional demeanor while meeting or exceeding quality and efficiency goals.

    Location for this position is Des Moines, IA.

    Qualifications:

    Required
    • High School Diploma or GED Equivalent.
    • At least 1 years of experience in the job description below
    Preferred
    • Intermediate level of experience with Microsoft Outlook, Excel, and Word.
    • Proven track record and experience working in a fast-paced team environment with ability to meet high productivity levels and tight deadlines for service delivery.
    • Excellent service orientation and work ethic
    • Must be committed to protecting client and producer confidential information.
    • Must be able to work independently with minimal direction.
    • Excellent interpersonal skills, internal and client facing.
    • Strong analytical, organization and communication skills (written and verbal).
    Your responsibilities include but may not be limited to
    • Manage large amounts of inbound calls in a timely manner
    • Identify customers’ needs, clarify information, research every issue, and provide solutions
    • Provides excellent customer service by responding to email and phone requests.
    • Escalates needed issues to designated level to ensure service results in customer satisfaction.
    • Executes transaction processing in order to meet timeliness and quality standards.
    • Works with team to meet service and quality standards.
    • Build sustainable relationships and engage customers by processing the extra mile.
    • Completes internal and external training for new or revised processes as needed.
    • Keep records of all conversations in our call center database in a comprehensible way
    • Assists with additional agent issues as needed.
    Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise).

    The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face.

    About Us
    Infosys McCamish Systems,(http://www.infosysbpm.com/mccamish) located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPM Limited.(www.infosysbpm.com) Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995.It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim – generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish’s many BPM clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA.

    U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time.

    EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/
  • 30 Days Ago

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New Business Customer Contact Representative
  • Fidelity & Guaranty Life Insurance Company
  • Des Moines, IA FULL_TIME
  • F&G is hiring for a New Business Customer Contact Representative. This position is responsible for managing a large volume of inbound calls in a timely manner, providing accurate information to phone ...
  • 4 Days Ago

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New Business Customer Contact Representative I
  • Fidelity & Guaranty Life Insurance Company
  • Des Moines, IA OTHER
  • F&G is hiring for a New Business Customer Contact Representative. This position is responsible for managing a large volume of inbound calls in a timely manner, providing accurate information to phone ...
  • 27 Days Ago

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Process Specialist (Life & Annuities)
  • Infosys BPM Limited
  • Des Moines, IA FULL_TIME
  • Domain: Life Insurance and Annuities Senior Process Associate - Customer Service In the role of Senior Process Associate you will be responsible for delivering accurate and courteous responses to tele...
  • 6 Days Ago

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Customer Service Representative
  • Bridge Business Resources, LLC.
  • Cascade, IA FULL_TIME
  • Our client, North Fork Insurance Agency, is currently seeking a full-time customer service representative to join their talented and dedicated team! What You'll Be Doing:In this position, you will be ...
  • 12 Days Ago

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Direct Sales Representative
  • Summit Business Group
  • Des Moines, IA OTHER
  • Company: Summit Business Group Position: Direct Sales Representative Number Of Openings: 1 Territory Sales About Us: Summit Business Group is a rapidly growing insurance agency committed to providing ...
  • 12 Days Ago

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Accounts Receivable Representive
  • OrthoCarolina
  • Charlotte, NC
  • At OrthoCarolina, our team is our greatest asset and the foundation of our success; we share a common passion for making...
  • 4/19/2024 12:00:00 AM

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Attorney - Train in Tax Representation
  • Community Tax LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner to Communit...
  • 4/19/2024 12:00:00 AM

A
sales-customer service representive
  • Atriyo LLC
  • Smyrna, TN
  • Hi, Job title : Sales - Customer Service Representative Location : Smyrna, TN, 37167 Duration : 9+ months If any one Int...
  • 4/19/2024 12:00:00 AM

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/18/2024 12:00:00 AM

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Tenant Representation Broker
  • Pope Corporation
  • Houston, TX
  • Commercial Real Estate Broker - Tenant Representation - Business Development (National Accounts) Company: Pope Corporati...
  • 4/17/2024 12:00:00 AM

C
Attorney - Train for Tax Representation
  • Community Tax, LLC
  • 00917, PR
  • Job Description Job Description Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and partner with Commun...
  • 4/17/2024 12:00:00 AM

5
Customer-Facing Client Representive
  • 500 Republic Inc
  • Carmel, IN
  • Job Description Job Description Customer-Facing Client Representative New customers are vital to a company’s success. At...
  • 4/16/2024 12:00:00 AM

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Customer Support Representive
  • tapseries.io
  • **Customer Support Representive** ** TAP Series () Westlake Village, CA 91362** **** TAP Series is located in Westlake V...
  • 4/15/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$42,750 to $52,899