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• Process annuity requests for Group Annuity contracts in accordance with contractual provisions.
• Process Required Minimum Distribution (RMD) requests.
• Handle inbound/outbound calls from the customer service lines, responding to both institutional and individual annuitant inquiries.
• Provide up to date information for Institutional clients including pricing, interest calculations, account balances, audit inquiries, annuity quote request and information for tax filings.
• Establish and maintain high quality internal and external customer relationships – assessing and responding to their needs effectively.
• Develop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these matters.
• Learn and maintain a strong working knowledge of multiple applications, products and services.
• Maintain files in accordance with company business policies.
• Provide support to Stable Value Service group.
What You'll Bring:
Institutional Client Service Representative
Jersey City, NJPosted Yesterday
Job Description
• Process annuity requests for Group Annuity contracts in accordance with contractual provisions.
• Process Required Minimum Distribution (RMD) requests.
• Handle inbound/outbound calls from the customer service lines, responding to both institutional and individual annuitant inquiries.
• Provide up to date information for Institutional clients including pricing, interest calculations, account balances, audit inquiries, annuity quote request and information for tax filings.
• Establish and maintain high quality internal and external customer relationships – assessing and responding to their needs effectively.
• Develop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these matters.
• Learn and maintain a strong working knowledge of multiple applications, products and services.
• Maintain files in accordance with company business policies.
• Provide support to Stable Value Service group.
What You'll Bring: