Job Openings

New Business Resolution Specialist

Job ID: BH429492

Category: Customer Service

Specialty: Administrative

New Business Resolution Specialist
6 Month Contract
Hybrid Schedule – Location: Hartford, CT 06103

Schedule: 3 days in office, 2 remote

*Must be fully COVID vaccinated and able to provide documentation

Summary:
The New Business Resolution Specialist role reviews and resolves issues with Annuity applications that are considered “Not in Good Order.”   Resolution of outstanding requirements requires frequent communication with financial advisors, their assistants, and back office operations staff to resolve application issues.   The New Business Resolution Specialist will work closely and collaborate with our Third Party Administrator and internal departments to proactively identify problems, issues, and recommend solutions that will produce results and favorable outcomes for all parties. The successful incumbent will be afforded the opportunity, through this role, to learn about the insurance industry and financial services.

Requirements:

  • High School degree required.  College degree preferred.
  • 2+ years work experience.  Knowledge of annuities and life insurance is preferred
  • Customer Service or Contact Center experience is preferred
  • Proficiency with Microsoft Office including Word, Excel, Outlook

Responsibilities: 

  • Receive and review annuity applications that are missing information, i.e.: forms, signatures, and contract requirements prior to calling customer contacts.
  • Conduct regular follow ups with agent, assistant, financial advisor, or back office support staff on all outstanding requirements within published timeframes.
  • Organize and prioritize workload to ensure that application issues are resolved in a timely manner so that the contract is issued within specified timeframes.
  • Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases.
  • Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests.
  • Develop professional and dependable working relationships with our key accounts and customers.
  • Review documents for accuracy to eliminate multiple call outs to advisors.
  • Identify all pending requirements and resolve those issues on the first call to Brokers/financial advisors.
  • Accurately input application data in multiple databases for tracking.
  • Meet goals and deadlines for follow ups on assigned contracts and department standards for quality and productivity.
  • Provide consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel.
  • Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
  • Other responsibilities may be assigned.

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: Remote Based