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Annuities Lead

Company: CC Services, Inc.
Location: Bloomington
Posted on: January 12, 2022

Job Description:

As an Annuities Lead , you'll be part of a talented team that issues new annuity contracts and meets the service needs of over 34,000 policyholders. -You'll contribute to the overall success of the Investment Services Division, support the team to meet the service levels to create an outstanding experience for reps and clients while striving for continuous improvements in all processes.

This position offers a hybrid work schedule and is based out of our corporate offices in Bloomington, IL.

How does an Annuities Lead make an impact?
Screens all applications for completeness, suitability, accuracy and regulatory compliance, resolving and problems with application before issuing contract.
Able to work across multiple operating systems to respond to inquiries from agents, other home office staff and clients and to process new business, contract requests and settlement options.
Analyzes and processes client submissions including rollovers, transfers, withdrawals and claims for completeness and compliance.
Communicates and processes death and settlement payout options available on contract plans.

Job Requirements:
Do you have what we're looking for?
Demonstrates excellent communication skills - both oral and written.
Ability to multi-task to meet varying workload demands.
Works effectively in a team environment.
Ability to flex leadership styles depending on the situation.
Strong desire to improve operational efficiencies through process improvements.
Typically requires high school diploma or GED and at least 4 years of insurance or relevant experience.
This position is part of a job family. Placement will be determined by skills and qualifications of the candidate.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please click here to learn more about who we are and the many benefits we offer our employees.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Come join our team at COUNTRY today!
COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.

Keywords: CC Services, Inc., Bloomington , Annuities Lead, Other , Bloomington, Illinois

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