New Business Resolution Specialist  

Job Post Index 24177E-Sy##
Location Hartford, CT
Description: Description
  • Reviews and resolves issues with Annuity applications that are considered “Not in Good Order.”  
  • Resolution of outstanding requirements requires frequent communication with financial advisors, their assistants, and back office operations staff to resolve application issues.  
  • Work closely and collaborate with our Third Party Administrator and internal departments to proactively identify problems, issues, and recommend solutions that will produce results and favorable outcomes for all parties.
  • Receive and review annuity applications that are missing information, i.e.: forms, signatures, and contract requirements prior to calling customer contacts.
  • Conduct regular follow ups with agent, assistant, financial advisor, or back office support staff on all outstanding requirements within published timeframes.
  • Organize and prioritize workload to ensure that application issues are resolved in a timely manner so that the contract is issued within specified timeframes.
  • Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases.
  • Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests.
  • Develop professional and dependable working relationships with our key accounts and customers.
  • Review documents for accuracy to eliminate multiple call outs to advisors.
  • Identify all pending requirements and resolve those issues on the first call to Brokers/financial advisors.
  • Accurately input application data in multiple databases for tracking.
  • Meet goals and deadlines for follow ups on assigned contracts and department standards for quality and productivity.
  • Provide consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel.
  • Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
Skills: Qualifications
  • High School degree required.
  • College degree preferred.
  • 2+ years work experience.
  • Knowledge of annuities and life insurance is preferred
  • Customer Service or Contact Center experience is preferred
  • Must demonstrate excellent communication skills, both oral and written
  • Ability and willingness to support team in accomplishing team goals
  • Self-starter with outstanding attention to details
  • Proficiency with Microsoft Office including Word, Excel, Outlook
  • Ability to work simultaneously with multiple computer systems

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