Kforce has a client in search of a Financial Care Associate in Troy, Michigan (MI).Essential Duties and Responsibilities:
Perform initial review of annuity applications and requirements
Perform timely entry of initial applications
Prioritize application processing based on approaching deadlines
Validate agent licensing, appointments and product training for business submitted Input requirements into database and review for accuracy
Verify appropriate contract structure and like registration to brokerage accounts
Submit good order applications to insurance carriers
Send follow up notices to financial advisors/agents until processing requirements are completed
Review and respond to various requests from financial advisors
Respond to requests from insurance companies on pending business and requirements
Submission of paperwork for submission to the insurance companies
Support end of day process which may include balancing with appropriate wire accounts and/or submitted business reports
Close cases that are not in good order in appropriate timeframe
Support Annuity Care Specialists with daily tasks as needed
Manage status mailbox for resolutions
Performs other duties and responsibilities as assigned
At least 2 years of recent customer service or administrative experience (not from a call center)
Ability to perform data entry with speed and accuracy
Ability to navigate through numerous systems at once Fluent user with Microsoft Office Suite
Strong customer service skills; Always willing to go above and beyond
Ability to multitask within a fast-paced environment
Ability to meet deadlines with a sense of urgency; Able to think outside of the box or think ahead/proactive problem solver; Willingness to learn and grow within the role/company
Strong written and oral communication skills
Experience working with life insurance applications or annuities is a plus but not required
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:HoursMinimum Compensation:17.00Maximum Compensation:18.00