Annuities Representative (New Business) jobs in Urbandale, IA

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)

I
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/
  • 9 Days Ago

F
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 ...
  • 6 Days Ago

P
Sales Support Specialist - Annuities
  • Principal Financial Group
  • Des Moines, IA FULL_TIME
  • What You'll DoAt Principal, we believe in empowering individuals and businesses to create financial success. Our annuities distribution business is at the forefront of providing innovative solutions f...
  • Just Posted

I
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...
  • 13 Days Ago

H
Inside sales representative
  • Heartland Business Systems
  • Des Moines, IA FULL_TIME
  • Job Type Full-time Description Position Summary : The Inside Sales Representative (ISR), acting in a support role to Solutions Consultants, is responsible for introducing product offerings throughout ...
  • 28 Days Ago

C
Office Service Representative I
  • Canon Business Process Services, Inc.
  • DES MOINES, IA OTHER
  • Overview Under general supervision, is responsible for all mail, packages and interoffice correspondence handling and dispatching for all classes of mail/packages. Responsibilities may also include co...
  • 16 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Annuities Representative (New Business) jobs found in Urbandale, IA area

E
EHS Technicians / Safety Representative
  • Experis
  • Johnston, IA
  • EHS Specialist Our client in Johnston, IA is looking for hardworking, motivated talent to join their team. Don’t wait… a...
  • 3/29/2024 12:00:00 AM

E
EHS Technicians / Safety Representative
  • Experis
  • Grimes, IA
  • EHS Specialist Our client in Grimes, IA is looking for hardworking, motivated talent to join their team. Don’t wait… app...
  • 3/29/2024 12:00:00 AM

A
Sales Representative
  • Apple Roofing LLC
  • Des Moines, IA
  • **Sales Representative** DMRI/IAMRP Des Moines, Iowa Compensation **Potential earning ability $100,000+** We are offerin...
  • 3/29/2024 12:00:00 AM

G
Counter Sales Representative
  • Gilcrest Jewett Lumber
  • Waukee, IA
  • For more than 165 years, Gilcrest/Jewett has been known as Iowa's "home building headquarters" and operates six retail y...
  • 3/28/2024 12:00:00 AM

N
Sales Representative
  • National Federation of Independent Business
  • Des Moines, IA
  • ** Sales Representative** **Job Category****:** Outside Sales **Requisition Number****:** SALES017187 Showing 1 location...
  • 3/28/2024 12:00:00 AM

P
Sales Representative
  • Pappas Agency
  • Des Moines, IA
  • 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

J
Security & Fire Systems Representative
  • Johnson Controls International
  • Des Moines, IA
  • Be part of the future! We are one team, dedicated to working collaboratively to create purposeful solutions that propel ...
  • 3/27/2024 12:00:00 AM

A
Territory Brand Representative
  • AMS Retail Solutions
  • Des Moines, IA
  • Job Description Job Description Title: Field Service Representative Duration: Expected to last approximately 8 weeks. **...
  • 3/25/2024 12:00:00 AM

Urbandale is a city in Polk County and Dallas County, Iowa, United States. As of the 2010 U.S. Census, the city population was 39,463. It is part of the Des Moines–West Des Moines Metropolitan Statistical Area. Urbandale is located in the northwest part of the Des Moines Metro Area at the intersections of Interstate 35, Interstate 80, and Iowa 141. According to the United States Census Bureau, the city has a total area of 21.94 square miles (56.82 km2), of which, 21.92 square miles (56.77 km2) is land and 0.02 square miles (0.05 km2) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,052 to $53,276
Urbandale, Iowa area prices
were up 0.8% from a year ago