Accentuate Staffing is currently recruiting for a hybrid Operations Coordinator to join a global insurance organization in Durham. The operations coordinator is the first point of contact for the organization. This role processes applications.
Responsibilities:
- Handle intake of new applications that are received daily, review application for completeness and accuracy per company and statutory guidelines.
- Prepare documentation for transfers and actively follow up with transfer companies until funds are received.
- Gain proficiency of all tasks pertaining to premium processing ensuring premium is issued within 24 hours of receipt.
- Handle processing of outgoing funds for not taken orders and overpayment within established timeframe.
- Correspond with producers to ensure accurate and timely processing of premium payments and annuity applications. Follow up to obtain required documentation as needed.
- Provide information as needed related to an application's status and assist in research for other departments, agencies, and agents.
- Maintain an updated knowledge base of company annuity offerings both qualified and non-qualified. Possess a basic understanding on tax procedures as they relate to non-qualified annuity products and be able to articulate basic concepts when questions arise.
- Be an active participant in analyzing products, services, and business processes to ensure the satisfaction of our partners, while proposing solutions that will benefit all parties.
- Be an agent of change promoting our digital platforms both internally and externally.
- Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
- Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.
Requirements:
- Must have NC Life License - will allow 90 days to obtain.
- Bachelor's Degree is required.
- Must have minimum of 1-3 years applicable experience, insurance or finance services preferred.
- Clear and concise written and verbal communication skills
- Exceptional attention to detail
- Must demonstrate proper phone etiquette, listening skills, and ability to multitask via computer simulation testing.
- Ability to thrive in a team environment and maintain positive energy in the face of adversity
- Intermediate PC skills including all Microsoft Office Software
- Must adhere to schedule requirements demonstrating dependability and reliability
- Accounting or financial background a plus
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