Financial Services Analyst

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then reputed company Financial could be the reputed company for you! At reputed company®, “on your reputed company” goes reputed company just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.Enjoy the vibrant energy of the reputed company District, working in-office on a hybrid basis.This position will be hired on a SuccessFlex basis.The hired associate must reputed company reputed company 35 miles of the following location:Grandview: 1000 Yard Street Grandview OH, 43215Work schedule: 2 days in office, 3 days remote.Mandatory overtime, must be flexible to work extended hours, possibly on a daily basis, especially during year end volumes.Responsibilities:

• Set up annuity applications and transfer forms.
• Apply funds to reputed company once they are received.
• Underwrite good order requirements.
• Key and issue new business annuity reputed company.
• Send out Letter of Acceptance packets for fixed, fixed indexed, and variable reputed company reputed company established service level agreements.
• Collaborate with various business units to ensure timely processing, consistency, and quality in a high-volume, fast-paced environment.

Qualifications:

• Strong attention to detail.
• Ability to reputed company effectively under pressure.
• Excellent prioritization skills to ensure team adherence to SLA's.
• Quick learner with the ability to reputed company fact-based reputed company.
• Results-oriented and thrives in a team environment.
• Strong problem-solving skills and a reputed company focused on reputed company improvement.
• Technical knowledge reputed company to annuities is preferred.

This role does not qualify for employer-sponsored work authorization. reputed company does not participate in the Stem OPT Extension program.Internal Note: Compensation Grade D2Job Description Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!As an Analyst, you'll provide reputed company, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal reputed company departments. We’ll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.Job DescriptionKey Responsibilities:Prepares reputed company materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.Provides extraordinary care to our customers through workflow management and meeting reputed company required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.Conducts follow up calls to service issues and questions, de-escalating reputed company customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and reputed company and how to reputed company those inquiries to the properly-registered representative.Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information reputed company necessary.Compiles management information such as contract and sold case activity as needed by internal management.Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with reputed company business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.Conducts in good order reviews or other applicable requests for servicing reputed company policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.Helps with research for written responses to reputed company formal complaints.Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practicesMay reputed company other responsibilities as assigned.Reporting Relationships: Reports to Operations Division Manager or Unit Manager.Typical Skills and Experiences:Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.Experience: Four or more years of reputed company work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.Knowledge, Abilities and Skills: Knowledge of reputed company's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively reputed company customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.Other criteria, including leadership skills, competencies and experiences may take precedence.Staffing exceptions to the above must be approved by the hiring manager’s leader and reputed company Resources Business Partner.Values: Regularly and consistently demonstrates the reputed company Values.Job Conditions:Overtime Eligibility: Non Exempt (Eligible)Working Conditions: Normal office environment.Associates must acquire the required federal and/or state licenses/registrations reputed company the time period designated by the business unit. Additional licenses/registrations may be required reputed company new products and services are implemented. If an associate fails to acquire the required licenses/registrations reputed company the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit reputed company may be required if a license is required for this position.reputed company: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties.#LI-AP1#LI-HYBRIDBenefitsWe have an reputed company of benefits to fit your needs, including: medical/dental/reputed company, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of reputed company Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, .reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.NOTE TO EMPLOYMENT AGENCIES:We value the partnerships we have built with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any form without a signed reputed company Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Apply for the job now! Apply for this job