Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Member Services Assistant
Policemen's Annuity and Benefit Fund of Chicago – Chicago, IL 60601
Organization Description:
The mission of the Policemen's Annuity and Benefit Fund of Chicago (the Fund) is to provide retirement, survivors and disability benefits to the sworn police members of the Chicago Police Department, their spouses and children, where applicable. Please visit www.chipabf.org for more information about the Fund.
Job Summary & Responsibilities:
The Fund is seeking a Member Services Assistant who will work closely with various Fund departments and will be responsible for a broad range of customer service, data entry, verification, administrative and research functions at the Fund.
Key Duties and Responsibilities include:
Customer Service
· Greet members and the public as they enter the Fund office and assess their needs
· Answer telephone calls and transfer callers to the appropriate staff member
Data Entry
· Populate databases and spreadsheets
· Populate fields in imaging software
Verification
· Perform quality control reviews of various departments
· Verify member service records and other data
· Validate signatures on member forms
Administrative
· Scan, index and organize various files and documents
· Prepare mailings
· Perform various customer service activities
Research
· General information and contacts as needed
· Member contact information
Other duties as assigned.
Requirements:
Candidate should possess the following skills and/or experience:
·Education
Bachelor’s degree (preferred) or equivalent work experience. The Fund will consider applicants currently enrolled in an accredited undergraduate program.
Desired Skills and Attributes
· Excellent organizational and time-management skills
· Excellent oral and written communications skills
· Strong work ethic, self-starter, resourceful, accurate detailed-oriented
· Excellent analytical and problem-solving skills
· Ability to work within and enjoy a team environment
· Excellent customer service skills
· Strong computer skills, particularly Microsoft Office and Excel
Additional Information:
This position requires a full-time presence at the Fund's offices in downtown Chicago. Office hours are 8:30am to 4:30pm Monday-Friday. Flextime, telecommuting, and/or alternative work locations or schedules are not available. This full-time position includes a generous benefit package. Applications accepted until position is filled.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
Shift:
Weekly day range:
Work setting:
Work Location: In person