Annuity Processing Specialist

Annuity Processing Specialist

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GENERAL FUNCTION : Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must be able to handle large volume of policies and delivery requirements in a time sensitive manner.

DUTIES & RESPONSIBILITIES :

Process annuity applications, review for missing paperwork / documents and verify processing requirements.

Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner.

Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation.

Follow-up on pending and open business.

Verify Agent licensing and appointments and process such licensing and appointment paperwork when needed.

Verify sufficient funding is in place prior to business submission.

Obtain and relay any necessary information and correspondence between the clients, vendors, and other service providers.

Communicate regularly with sales staff, management, vendors, and clients to be sure the highest possible quality of customer service is being provided for every individual.

Respond promptly and courteously to sales force.

Other duties as assigned.

SUPERVISORY RESPONSIBILITIES : None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED :

Insurance license & Series 7 preferred.

Insurance and financial service experience preferred.

Excellent customer service and communication skills required. Must be detail oriented and able to multi-task.

Prior experience with Finetre / AnnuityNet software would be beneficial.

LOCATION Cincinnati, Ohio 45227

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.