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)
Overview :
To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values.
These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.
Patient Access Representative are usually the first people to meet / greet patients. As the 'Face' of the hospital, it is critical that Patient Access Representative 1) present a welcoming and receptive demeanor to patients, visitors, and staff, and 2) insure that every patient registered for care is properly identified.
Processes patient payments on accounts at cash window; handles inquiries from patients or their representatives at cash window and / or refers them to appropriate Patient Account Representatives;
EEO / AA / Disability / Veteran
Responsibilities :Qualifications : EDUCATION
EDUCATION
High school diploma or G.E.D. required. B.S. / B.A. or A.A. degree, or some college preferred.
EXPERIENCE
Experience in a professional setting with customer service responsibility preferred.
LICENSURE
A.A.H.A.M. Certification as Certified Patient Accounts Technician (C.P.A.T.) preferred. Continuous demonstration of team orientation and customer focused behaviors.
Last updated : 2024-03-06
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