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New Business Representative Follow-up 10532

Company: Midwest Professional Staffing
Location: West Des Moines
Posted on: May 16, 2022

Job Description:

Job Description New Business Representative Follow-up 10532 $16.00 per hour - Monday-Friday 8AM-5PM - Contract - West Des Moines, IA Responsibilities: Follows established operational procedures for processing new annuity applications or annuity rollovers Making outbound calls to financial institutions checking on status of outgoing transfers Validating that state required forms are submitted Determining if the appropriate signatures have been received Determining how funding should be set up Determining suitability or AML red flags Evaluates incoming documents for validity and completeness Communicates with the Agent Contact and Sales staff as necessary when additional requirements are outstanding Provides prompt, courteous and accurate customer service Participates as a team member in problem resolution and projects supporting continuous process improvement Follows up on outstanding information and requesting return of outstanding requirements Qualifications: Associates degree preferred 2 years of annuities and financial services regulations preferred Strong customer service experience Call center experience Previous office experience Strong processing/data entry skills Ability to navigate multiple computer systems, required We are a staffing firm dedicated to connecting talented candidates with outstanding companies. Midwest Professional Staffing is an equal opportunity employer. Join our team and reach your true potential Ref: New Business Representative 10532

Keywords: Midwest Professional Staffing, West Des Moines , New Business Representative Follow-up 10532, Other , West Des Moines, Iowa

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