Annuities Representative (New Business) jobs in Olympia, WA

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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Business Development Representative
  • Pennsylvania Lumbermens Mutual Insurance Company
  • Olympia, WA FULL_TIME
  • Pennsylvania Lumbermens Mutual Insurance Company

    Position: Business Development Representative

    Territory: Washington & Northern Idaho

    Department: Field Operations

    Reports To: Vice President, Field Operations

    Position Summary: The purpose of this position is to provide a first-line contact with accounts and brokers including sales, service and underwriting of property and casualty insurance.

    Essential Functions and Responsibilities:

    • Solicit and develop new accounts, identifying core brokers and producing new core brokers a year.
    • Service existing accounts in order to maintain current book of business.
    • Exercise underwriting authority, including pricing authority in the soliciting and servicing of accounts.
    • Inspect client sites as part of loss control services.
    • Participate in various trade association meetings and conventions.
    • Review coverages and programs and counsel insureds and brokers to ensure that insureds keep their coverage at proper value levels because of increases in property values due to inflation and other trends.
    • Secure appointments and submit an itinerary Friday prior to travel identifying dates, names, phone numbers, reason and times of visits.
    • Submit activity report with recommendation letters and follow up letters by the close of business Monday following the field week.
    • Prepare and update inspection files, including plot plans, photographs and rate schedules.
    • Submit Expense accounts by the 10th of the month following close of expense period.
    • Complete various records and reports for home office utilization.
    • Set up appointments to visit the Philadelphia office to strengthen relationships with Accounting, Claims, Underwriting, and Technical Services and for the purpose of completing appropriate paper work.

    Knowledge and Skills:

    • Bachelors degree preferred or equivalent experience, High school diploma required
    • Prior background in insurance and marketing essential, especially with regard to obtaining the Agents/Brokers Licenses required for the territory.
    • Certification of successful completion of insurance studies (CPCU, CIC, AU, General Insurance, etc.) preferred.
    • Computer literacy and ability to type reports.
    • Valid drivers license and clean MVR.
    • Ability to use camera equipment.
    • Ability to deal effectively with a variety of different personalities.
    • Ability to negotiate.
    • Excellent organizational skills.
    • Ability to manage time efficiently.
    • Willingness to work irregular hours as the position requires.
    • Ability to travel and stay overnight occasionally.

    Physical Requirements:

    • Ability to hear.
    • Ability to speak clearly.
    • Ability to sit for extended periods of time.
    • Ability to drive, and possession and maintenance of acceptable driving record.
    • Ability to perform field surveys, mapping and plan work. Including the ability to walk, stand, climb stairs, etc.

    Job Type: Full-time

    Pay: $70,000.00 - $90,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Flexible schedule
    • Health insurance
    • Paid time off
    • Paid training
    • Tuition reimbursement
    • Vision insurance
    • Work from home

    Supplemental pay types:

    • Bonus opportunities
    • Yearly bonus

    Weekly day range:

    • Monday to Friday

    Experience:

    • Commercial Insurance: 3 years (Preferred)
    • Property & Casualty Insurance: 3 years (Required)

    Work Location: On the road

  • 3 Days Ago

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Area Manager
  • Brinton Business Ventures
  • Tumwater, WA FULL_TIME
  • Role Overview: Day to Day Flow:Plan and oversee the coordination of installs/removals of machines at new and existing locations.Creates a system for Route Drivers on route completion and check-in proc...
  • 1 Day Ago

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Route Coordinator
  • Brinton Business Ventures
  • Tumwater, WA FULL_TIME
  • Day to Day Flow:Plan and oversee the coordination of installs/removals of machines at new and existing locations.Creates systems to check-in Route Drivers daily to assure all money bags are accounted ...
  • 1 Day Ago

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Retail associate pt
  • New Balance
  • Centralia, WA FULL_TIME
  • Who We Are : Since 1906, New Balance has empowered people through sport and craftsmanship to create positive change in communities around the world. We innovate fearlessly, guided by our core values a...
  • 3 Days Ago

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Business Analyst
  • State of Washington
  • Thurston, WA OTHER
  • These positions support multiple court programs in the Court Business Office (CBO) within the Court Services Division (CSD). These positions elicit business requirements, provide expert systems analys...
  • 2 Days Ago

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Business Analyst
  • Washington Department of Natural Resources
  • Olympia, WA FULL_TIME
  • Enterprise Project Coordinator, Management Analyst 5 (MA5)Recruitment #2024-3-A186Full-time, Permanent, Represented positionLocation: Natural Resources Building- Olympia, WAFlexible Work Hours and Par...
  • 3 Days Ago

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0 Annuities Representative (New Business) jobs found in Olympia, WA area

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Sales Representative - Payments
  • Heartland
  • Olympia, WA
  • Sales Representative - Payments Are you a sales professional looking to join a company that's on the rise? Look no furth...
  • 3/28/2024 12:00:00 AM

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Member Services Representative
  • YMCA of Pierce and Kitsap Counties
  • Lakewood, WA
  • The YMCA of Pierce and Kitsap Counties is seeking aMember Services Representativeto join our team! The YMCAfocuses on em...
  • 3/27/2024 12:00:00 AM

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Member Service Representative
  • NWCUA
  • Olympia, WA
  • **Member Service Representative** **Credit Union:** Longshoremen's Local 4 Federal Credit Union **Region:** Vancouver, W...
  • 3/26/2024 12:00:00 AM

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Quality Assurance Representative (SCA)
  • General Dynamics Land Systems
  • Lakewood, WA
  • Job Description Quality Assurance Representative (SCA) At General Dynamics Land Systems (GDLS) we put our Customers at t...
  • 3/26/2024 12:00:00 AM

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Customer Service Representative
  • PRINT NW
  • Lakewood, WA
  • Customer Service Representative Pay: $20-24+ DOE This position is: Hourly, Full-Time, 100% in office Print NW is current...
  • 3/25/2024 12:00:00 AM

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Customer Service Representative
  • Packaging Exchange Inc.
  • Tacoma, WA
  • Job Description Job Description Full Time Salary Range- Competitive hourly rate based on experience. Dress code- Busines...
  • 3/25/2024 12:00:00 AM

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Member Services Representative
  • Planet Fitness
  • Puyallup, WA
  • Benefits: Flexible schedule Opportunity for advancement Training & development Job Summary The Member Services Represent...
  • 3/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Tacoma, WA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/24/2024 12:00:00 AM

Olympia is the capital of the U.S. state of Washington and the county seat of Thurston County. European settlers claimed the area in 1846, with the Treaty of Medicine Creek initiated in 1854, and the Treaty of Olympia initiated in January 1856. Olympia was incorporated as a town on January 28, 1859, and as a City in 1882. The population was 46,479 as of the 2010 census, making it the 24th largest city in the state. The city borders Lacey to the east and Tumwater to the south. Olympia is a cultural center of the southern Puget Sound region. Olympia is located 60 miles (100 km) southwest of Seat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$46,383 to $57,397
Olympia, Washington area prices
were up 2.9% from a year ago