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Annuities Customer Service Representative |
Processes orders and fulfills customer needs to ensure satisfaction. Answers consumer questions regarding annuity products or policies. Has strong working knowledge of annuities, current tax laws and other legislation that can... view job details |
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Alternate job titles: Customer Support Annuity Policies |
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Annuities Customer Service Supervisor |
Oversees a staff of annuities customer service representatives and ensures annuity customers are satisfied and inquiries are handled in a timely manner. Responsible for training customer service representatives, and assists with... view job details |
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Alternate job titles: Customer Support Supervisor Annuity Policies |
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Annuities Representative (New Business) |
Responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to... view job details |
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Alternate job titles: Business Development Representative -Annuities |
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Annuities Retention Specialist |
Coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options... view job details |
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Alternate job titles: Customer Satisfaction and Retention Specialist- Annuities , Retention Specialist - Annuity Policies |
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Annuities Supervisor (New Business) |
Supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities... view job details |
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Alternate job titles: Business Development Team Leader - Annuities |
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New Accounts Representative I |
Opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references,... view job details |
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Alternate job titles: Entry New Accounts Representative , New Customer Accounts Onboarding Representative I |
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New Accounts Representative II |
Opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references,... view job details |
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Alternate job titles: Intermediate New Accounts Representative , New Customer Accounts Onboarding Representative II |
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New Accounts Representative III |
Opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references,... view job details |
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Alternate job titles: New Customer Accounts Onboarding Representative III , Senior New Accounts Representative |
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New Policy Coordinator |
Processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests,... view job details |
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Alternate job titles: Policy Application Processing Clerk |
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New Policy Specialist |
Processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests,... view job details |
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Alternate job titles: Policy Application Processing Senior Clerk |
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