Annuities Representative (New Business) jobs in Muskegon, MI

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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New Business Specialist (Onsite)
  • Western & Southern Financial Group
  • FREMONT, MI FULL_TIME
  • Overview

     

    Reviews and accurately processes life and health insurance applications received, within established authority. Thoroughly reviews application for completeness to ensure all necessary requirements are met. Approves applications within the limits of authority level and coordinates workflow of cases outside authority limits to underwriters for final disposition. Completes appropriate transactions and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules are met. Researches inquiries and provides prompt and accurate service to internal and external customers.

    Responsibilities

     
    • Leverages knowledge of complex systems and manual processes to data enter, verify, and final action disposition life and health insurance policies so that they can be processed in a timely manner to ensure compliance with state and federal guidelines.

    • Reviews application for completeness, recognizing limited system edits and understanding allowable and non-permitted coverage, etc.

    • Ensures compliance with state and federal life insurance guidelines, including producer licensing and replacement.

    • Initiates contact with customer or producer/agent to obtain information. Analyzes available information to determine if application process can proceed despite missing information.

    • Accurately keys pertinent data into system to create record and correct reporting.

    • Adapts various system requirements when valid data is not yet available, recognizing acceptable parameters and deviations.

    • Determines case status, researching additional items if needed before final action and payment to producer/agent. Identifies potential problems and makes decisions based on past cases that were similar, or escalates those situations that need management attention.

    • On cases that are outside guidelines, determines whether to refer case to underwriter or producer/agent for resolution.

    • Develops and presents structured job-specific training as management directs, applying appropriate adult-learning principles.

    • Performs other duties as assigned by management.

    Qualifications

     

    • Proven PC skills with data-entry experience. Ability to continuously make repetitive motions of the wrists, hands and/or fingers.

    • Proven in-depth knowledge of available products and riders by state, age, gender, etc.

    • Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organizational and time management methods used to manage or prioritize workload demands.

    • Demonstrated ability to apply knowledge to future decisions (progressive decision-making).

    • Must provide examples of maintaining a high degree of accuracy associated with high volumes of work and/or multiple duties.

    • Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs to internal or external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style.

    • Demonstrated experience effectively working with customers.

    • Demonstrated experience working independently under little direction from management. Experience must include identifying and resolving problems where independent decision-making and self-initiative were demonstrated.

    • Must provide examples from work experience demonstrating flexibility to meet department and customer needs.

    Work Setting:

    • This position works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
    • Position requires substantial movement of wrist, hands and fingers for continuous computer work.

    Educational Requirements:

    • High school diploma.

    • Some college work preferred.

    Computer Skills and Knowledge of Hardware & Software Required:

    • Working knowledge of word processing and spreadsheet applications.

    • Working knowledge of email system.

    • Basic knowledge of medical conditions considered a plus.

    Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

    • None required, LOMA, CLU, or other industry designations considered a plus.

    Position Demands:

    • Extended hours required during peak workloads or special projects.

  • 20 Days Ago

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Business to business sales representative.
  • Lakeside Hardware Inc.
  • Cadillac, MI FULL_TIME
  • B2B Champion Job Description ACTIVITIES Account Development Assist all inside store and outside customers with their needs with a special focus on business customers.Strengthen relationships with exis...
  • 8 Days Ago

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Business to business sales representative.
  • Lakeside Ace Hardware
  • Cadillac, MI FULL_TIME
  • B2B Champion Job Description ACTIVITIES Account Development Assist all inside store and outside customers with their needs with a special focus on business customers.Strengthen relationships with exis...
  • 17 Days Ago

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Business Development Representative I
  • TruGreen Limited Partnership
  • Grand Haven, MI FULL_TIME
  • 102171 13990 172nd Ave, Grand Haven, Michigan 49417 TruGreen accepts applications on an ongoing basis. Job Description Position Overview Professional B2B (business-to-business) sales position responsi...
  • 21 Days Ago

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Business Development Representative I
  • TruGreen
  • Grand Haven, MI FULL_TIME
  • R2131410217113990 172nd Ave, Grand Haven, Michigan 49417TruGreen accepts applications on an ongoing basis. Job Description Position OverviewProfessional B2B (business-to-business) sales position respo...
  • 4 Days Ago

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Independent Contractor – Grocery Store Scan
  • Business Evaluation Services
  • Traverse, MI CONTRACTOR
  • Weekly price check position available at a national retail company. The price checks take 6 to 8 hours and can be done over a 3 day period, and again, this is a weekly project. Price checks are done t...
  • 14 Days Ago

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0 Annuities Representative (New Business) jobs found in Muskegon, MI area

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Sales Representative
  • Pappas Agency
  • Grand Rapids, MI
  • Join Our Winning Team - Sales Agent Position with the Pappas Agency Are you looking for a rewarding career with high ear...
  • 3/28/2024 12:00:00 AM

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Patient Service Representative
  • Forefront Dermatology
  • Muskegon, MI
  • Overview: Come join our team! We have an immediate need for a Patient Service Representative in our Norton Shore, MI cli...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Xtend
  • Grand Rapids, MI
  • POSITION SUMMARY The Member Services Representative Level 1 is responsible for providing day-to-day support for credit u...
  • 3/27/2024 12:00:00 AM

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Card Service Representative
  • Lake Michigan Credit Union
  • Grand Rapids, MI
  • Title: Card Service Representative Primary Location: Grand Rapids Employee Status: full-time hourly Estimated Hours/Week...
  • 3/27/2024 12:00:00 AM

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Ministry Service Representative
  • Adabible
  • Grand Rapids, MI
  • **Ministry Service Representative** **Our Daily Bread Ministries** * darius.pimpleton@odb.org **Job Description** **Othe...
  • 3/27/2024 12:00:00 AM

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Outside Sales Representative
  • Design Force Marketing
  • Grand Haven, MI
  • Design Force Marketing agency based in Grand Haven, MI, is seeking a highly motivated and experienced Sales Representati...
  • 3/25/2024 12:00:00 AM

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Sales Representative
  • The Judge Group
  • Byron Center, MI
  • A great job-and a great future-awaits you at Smithfield Foods. We're an $18 billion U.S. food company with nearly 60,000...
  • 3/25/2024 12:00:00 AM

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TeleSales Representative
  • InsuraTec Services Group
  • Wyoming, MI
  • TeleSales Representative Location: Remote (Work From Home) Are you a motivated, client-focused individual looking for an...
  • 3/24/2024 12:00:00 AM

Muskegon (/mʌˈskiːɡən/) is a city in the U.S. state of Michigan, and is the largest populated city on the eastern shores of Lake Michigan. At the 2010 census the city population was 38,401. The city is the county seat of Muskegon County. It is at the southwest corner of Muskegon Township, but is administratively autonomous. The Muskegon Metro area had a population of 172,188 in 2010. It is also part of the larger Grand Rapids-Wyoming-Muskegon-Combined Statistical Area with a population of 1,321,557....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$41,696 to $51,598
Muskegon, Michigan area prices
were up 1.3% from a year ago