Annuity Case Manager, Highland Capital Brokerage
Company: Advisor Group
Location: Leesburg
Posted on: May 26, 2023
Job Description:
Advisor Group CareersBe a part of the team behind our success!
At Advisor Group, we support financial professionals nationwide,
the people who help everyday Americans achieve their dreams. We're
a billion-dollar business with the mentality and drive of a
startup. Join us in building something special.Highland Capital
Brokerage Operations Opportunity Annuity Case Manager, Highland
Capital BrokerageLocation(s): Birmingham, AL/RemoteRole Type: Full
time Summary: This position is responsible for all the post-sale
service including new business application processing and case
management. This position will be responsible for creating a
professional and effective experience with both our brokers and our
carriers.Responsibilities:
- Process all new business - includes but not limited to checking
paperwork for accuracy, reviewing the application for suitability,
communicating to advisors any outstanding requirements, entering
the application into the HCB System and submitting the paperwork to
the carrier.
- Track all pending cases with carriers to make sure that there
are no missing requirements, any new documents required, or
signatures needed. Effectively communicate this information to the
advisor.
- Track all pending transfers with carriers to make sure that the
replacing carrier has not requested any new documents or signatures
and communicate to the advisor the anticipated transfer time
period.
- Communicate status updates verbally and electronically using
the case memos via Highland System.
- Handle inquiries and process any requests after the policy has
been issued including but not limited to ensuring contract
delivery, policy delivery receipt signed and returned to the
carrier, additional deposits, withdrawal requests, etc.
- Follow the New Business Guidelines to ensure the proper status
and requirements are used throughout the case management
process.
- Adhere to set KPIs maintaining an IGO accuracy rate of 95% or
higher.
- Adhere to all SLAs by setting appropriate follow-up dates on
cases, responding to emails/phone calls/voicemails within the set
timeframes, and ensuring we met the monthly cycle time goal of 25
days.
- Perform file management including maintaining all paperwork
electronically in Paperclip.
- Handle inquiries from employees and advisors on forms,
application processes and general case management status.
- Act as a liaison between the advisors and carriers.
- Provide courteous, accurate, and responsive customer service by
phone, email, and fax to advisors, internal wholesalers, sales vice
presidents, and other parties.
- Meet or exceed established department and company goals related
to quality assurance, customer satisfaction, outreach and
performance.
- Communicate effectively with other departments, field office
staff and carriers as needed by providing information and
pro-active updates.
- Maintain quality review for all work processed.
- Engage in continuing professional development
opportunities.
- All other duties as assigned.Education Requirements:
- Bachelor's degree preferred, high school diploma (or
equivalent) in combination with significant practical experience
will be considered in lieu of degree. Minimum of high school
diploma or equivalent is requiredBasic Requirements:
- Must have 1-2 years of financial services experience.
- Knowledgeable in Microsoft Office products.
- Positive and professional attitude.
- Highly detail oriented with a high level of accuracy in
work.
- Drive for results and a proven track record of delivering
results.
- Excellent problem-solving skills with the ability to determine
root causes and determine corrective action.
- Excellent oral and written communication, problem solving and
prioritization skills.
- Strong organizational and multitasking skills.Preferred
Requirements:
- The successful candidate will preferably have experience in the
Annuity/life insurance, banking, or brokerage industry.Current
Employees and Contractors Apply Here
Keywords: Advisor Group, Albany , Annuity Case Manager, Highland Capital Brokerage, Executive , Leesburg, Georgia
Didn't find what you're looking for? Search again!
Loading more jobs...