Description:
Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes.
Work with, navigate within and understand complex computer systems while maintaining high quality work.
Responsibilities include but are not limited to: application review, case management, quality assurance and inbound and outbound call support/guidance.
Process a variety of tasks, high volumes of work fast paced, time-sensitive environment.
Process brokerage applications and corresponding financial paperwork; document any outstanding requirements. Apply premium and issue contracts.
Proactively initiate communication to build positive relationships and educate agents, advisors or customers regarding application status and outstanding financial requirements.
Manage cases with a sense of urgency and commitment to accuracy; recognize high priority situations and respond accordingly.
For Policy Change, utilize accounting principles and practices to ensure accounts are in good standing and in compliance with suspense controls.
Monitor personal work to verify accuracy and ensure compliance with company standards and regulations, including understanding all changes (i.e., system, regulatory, rate, product, continuous improvement and transformational changes) that affect the company and industry.
Maintain knowledge of the multiple platforms through which applications and funds are received.
Analyze complex information, use resources to identify solutions and follow through on resolution of issues promptly and professionally.
Perform due-diligence to potentially identify fraudulent conduct and take appropriate actions to alert Legal and Compliance.
Look for work process improvement opportunities by analyzing results, monitoring discrepancies and collaborating with team or peers for input in order to identify trends; work to implement solutions with manager guidance.
Use comprehensive knowledge of annuity or life contracts, government regulations and departmental policies and procedures to provide support to other teams and departments as volume and capacity allows.
Additional Skills & Qualifications:
Bachelor's Degree Preferred (Business, Finance, Accounting, etc.)
1-3 years' experience in a related field Preferred
Excellent knowledge of MS Office systems
Knowledge of Salesforce would be a nicety
Customer centric mindset
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.Diversity, Equity & Inclusion At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:
Hiring diverse talent
Maintaining an inclusive environment through persistent self-reflection
Building a culture of care, engagement, and recognition with clear outcomes
Ensuring growth opportunities for our people
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.
