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Annuity New Business Case Processor

Posted: April 26, 2018
operations | full time

Do you want a tremendous opportunity in a fast growing, high energy company? 

The Impact Partnership, LLC is a leading distributor of Annuities and Life Insurance products. We are an advisor development company with an in-house New York style-advertising agency, ten radio studios and a full-scale, state of the art television studio. We are a growing team of great people looking for a high energy, positive, motivated, hardworking, and career-oriented professional.

Position Highlights:

In this role, you will own the initial business submission part of the process. You will engage with our very best clients, internal team, and carrier partners. In all interactions, your goal is to provide unparalleled customer service.

Responsibilities

Duties include but are not limited to:

  • Review & submit annuity applications
  • Facilitate advisor-carrier contracting prior to application submission
  • Organizes and prioritizes workload to ensure applications are accurate, complete and compliant
  • Works within our client management system to keep the team updated on progress
  • Engages in frequent communication with our partners
  • Provides a superior customer experience

Desired Skills & Experience

  • High School Diploma required, Bachelor’s Degree preferred
  • 1 – 3 years of real life experience serving clients excellently
  • Proficient in Microsoft Office Tools required, skilled in the use of a personal computer and specialized software, experience using imaging systems.
  • Excellent written and oral communication skills, strong follow through and sense of urgency, strong relationship building skills and problem solving skills
  • Handles multiple tasks easily and in an orderly fashion
  • Demonstrates ownership of their work & the overall process

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