Annuity Agent Support III

 ***  About American Senior Benefits***

At American Senior Benefits, an Integrity company, we are dedicated to serving customers needing insurance, especially seniors. Each day we help customers make key life decisions by finding the right solutions at affordable prices.

Kickstart your career in financial services!

We’re looking for a driven and detail-oriented Annuity Support Specialist to join our fast-paced team. If you thrive on problem-solving, enjoy helping others, and want to grow your career in the financial services industry, this is the perfect opportunity.

• Respond quickly and professionally to agents' needs with a focus on accuracy and excellent service.
• Address agent inquiries and resolve issues through verbal and written communication.
• Triage basic annuity-related calls, providing resources, illustrations, and referrals to licensed representatives when necessary.
• Ensure agents' licenses and credentials are always current.
• Navigate online platforms to retrieve and share web-based documents with agents.
• Follow up with carriers and transfer companies daily to ensure smooth processing of paperwork and funds.
• Assist in developing operational procedures to improve efficiency and effectiveness.

• Proficient in Microsoft Office and Windows-based applications.
• Strong verbal and written communication skills, with excellent phone etiquette.
• Dependable, self-motivated, and organized with the ability to manage multiple tasks.
• Strong interpersonal and problem-solving skills, with the ability to work collaboratively at all levels.
• Active listening skills and the ability to ask the right questions to gather information.
• Comfortable working across time zones with remote team members.
• Open to feedback and dedicated to continuous improvement.
• Preferred: Experience in the insurance industry (but not required).
• Bachelor’s degree (preferred) or equivalent experience.
• Strong multitasking abilities and a knack for meeting deadlines under pressure.
• A team player who supports the organization’s goals and collaborates effectively.
• Ability to work independently and resolve issues proactively.

• Experience with system testing and documentation of new processes
• Insurance industry experience is preferred, but not required
• Four-year college degree, in Mathematics, Accounting or something similar
• CPA preferred but not required.

American Senior Benefits