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Annuity Specialist (Partially Remote)

Company: Prosperity Life
Location: Kansas City
Posted on: May 15, 2022

Job Description:

Prosperity Life Group is searching for an Annuity Specialist responsible for performing the day to day activities with regard to the processing of annuity applications and inforce annuity transactions.

Partially Remote, Monday - Friday schedule available in Roanoke, VA or Charlotte, NC

Essential Duties and Responsibilities:
Support sales force, clients, and internal partners with all parts of the annuity life-cycle.
Consistently meet production metrics and customer service expectations.
Mitigate risk by adhering to company policies, asking questions, and escalating appropriately.
Process New Business applications and respond to inquiries regarding pending applications in a timely and accurate fashion.
Process financial and non-financial inforce transactions in accordance with department policy.
Review new business, 1035 exchanges, qualified transfers and replacements transactions for product and KYC suitability.
Process applications and corresponding paperwork. Document any outstanding requirements. Apply premium and issue contracts.
Document and process outstanding requirements in a timely manner to ensure that policies get issued as quickly as possible. Communicate and partner with other insurance carriers to facilitate transfers, rollovers, and 1035 exchanges.
Examine imaged documents, policy pages, and/or related documents for completeness and adherence to company policies, compliance requirements and state regulations.
Review transactions and personal work for completeness and accuracy.
Provide professional, high level, customer service, to both customers and sales agents, via telephone (inbound and outbound), e-mail, and/or written communication.
Take ownership of requests. Ensure requests are resolved within the designated service level. Communicate and document the results.
Engage management for items outside scope of authority. Engage team members for items outside scope of knowledge.
May be assigned other duties as required to support organizational goals and objectives.

Job Qualifications:
Minimum of one-year financial industry, life insurance, or annuity experience preferred
2 years customer service preferred
Strong verbal and written communication skills
Interact effectively in a team environment
Ability to adapt to frequent change
Ability to take ownership of situations and bring them to a resolution
Strong problem solving skills
Prioritize work to meet deadlines
Ability to work independently with minimal supervision
Proficient use of PC and Microsoft Office products
Ability to work periodic overtime, sometimes with relatively short notice
Ability to quickly learn and work in the Company policy administration and support systems, including LSP, document repositories, image/workflow, spreadsheet tools, and agent portals

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and distance vision.


Prosperity Life is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. Prosperity Life is a drug-free workplace.

No Agencies Please. Any unsolicited resumes sent to Prosperity Life from a third party, such as an Agency, including unsolicited resumes sent to Prosperity Life mailing address, fax machine or email address, directly to Prosperity Life employees, or to Prosperity Life System Integration resume database will be considered Prosperity Life property. Prosperity Life will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

Keywords: Prosperity Life, Kansas City , Annuity Specialist (Partially Remote), Other , Kansas City, Kansas

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