We’re a financial marketing and sales organization dedicated to helping independent financial advisors become household names in their communities. From branding and practice management to radio and digital marketing, our goal is to serve them well so they can serve American retirees well. At Impact Partnership, we look for teammates who exemplify our company values: Positivity, Excellence, Grit, Get it done mindset, Invested and Coachable.
Are you looking for an opportunity to work in a dynamic and fast-growing company? Impact Partnership, LLC is looking to hire an Annuity Associate Case Manager in our Operations Department. If you’re positive, efficient, and motivated to take your career to the next level, we want you on our team.
Position Highlights
In this role, you will be responsible for follow up on pending annuity applications. You will update policy records in our CRM and provide updates to advisors as required by process. You will maintain email workflow queues as tasked, assuring the work items are properly disseminated. You will assist in managing the new business workflow. You may also be asked to serve as a backup to Case Managers during PTO or as volume requires.
Principle Duties & Responsibilities
Duties include but are not limited to:
- Manage and complete tasks related to submitted annuity new business applications with high degree of detail
- Manage inbound email work queue for policy updates as provided by carriers and advisors
- Maintain process and communication documents for offshore partner
- Provide feedback to offshore partner on completed work
- Manage new business applications, checks, and other documents received via mail and electronically.
- Engage in frequent communication with our clients and carriers by phone and through email regarding policy service inquiries
- Work within our client management system to keep the team updated on progress
- Provide support to our team by assisting with tasks and projects, as needed
Desired Skills and Experience
- Knowledge of Annuity & Life Insurance products preferred, but not required
- Proficient in Microsoft Office Tools required, skilled in the use of a personal computer and specialized software, experience using imaging systems
- Strong communication skills, follow through, and sense of urgency
- Strong relationship building skills and problem-solving skills
- Handles multiple tasks easily and in an orderly fashion
- Not afraid to jump on the phone and ask questions or answer questions, great phone presence and strong verbal communication skills
The above-mentioned job description is not intended to describe, in detail, the multitude of tasks that may be assigned; but rather to give the employee a general sense of responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.
Benefits
The company offers a positive and upbeat work environment; Medical, Dental, Vision, FSA (flexible spending)/Dependent Care, STD (Short Term Disability), Life Insurance, 401k (match), Holiday Pay and a very generous PTO (paid time off) benefit. After 90 days of employment ability to work remotely (hybrid schedule).
EEO Statement
Impact Partnership LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all teammates and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. All employment is decided on the basis of qualifications, merit, and business need.
