WHAT YOU'LL DO:
•    Process new business applications and related transactions for annuity policies.  
•    Review applications, payment information and supporting documents for completeness and compliance with business requirements.  
•    Research and process requests while working on multiple screens and applications. 
•    Initiate and manage follow-up requirements for outstanding information, transfers, funding and correspondence. 
•    Resolve moderately routine questions following pre-established guidelines and escalation paths.  
•    Maintain accurate documentation, case notes and workflow status throughout the new business lifecycle. 
•    Develop and maintain a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
•    Ability to work with strict timelines and non-rotating US shift timings.

WHAT YOU'LL NEED:
•    Graduation in any stream, Commerce Graduate preferred.
•    1+ year of working experience in Life Insurance, Annuities or financial services, with a focus on quality, attention to detail, accuracy and accountability for your work product.    
•    Experience in a professional/office-related environment that required you to work regularly scheduled shifts.  
•    Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens and learn new software tools.
•    Must be able to type 30+ WPM with 98% accuracy.   
•    Effective English business communication skills required to exchange information with clients, agents and internal partners. 
•    Ability to solve basic mathematical problems and interpret financial information. 
•    Must have basic Email/Letter writing skills.
•    Good understanding of MS Excel and MS Outlook.
•    Life/Annuity Insurance domain knowledge is required; annuity new business processing experience is preferred.

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