Annuity Representative at Indiana Farm Bureau Insurance

Annuity Representative

Job Description

We are looking for someone that can:

Process departmental transactions such as new business, not taken, delivery requirements, address changes, beneficiary changes, etc.
Review annuity applications and request forms to ensure that all questions have been answered and requirements are met.
Change annuity records to conform to annuity specifications, plan guidelines, and government regulatory codes.
Calculate and apply deposits/payments, and refunds, and make adjustments to policy values.
Research and perform an investigation to present solutions in resolving system errors, deposits/payments, payouts, billings, maturities, annuity values, and other discrepancies.

Requirements for Success:

Minimum of a High School diploma or GED equivalent; 1-year of relevant Life and/or Annuity experience preferred.
Develops understanding of annuity products, policies and provisions, and IRS codes and regulations.
Must be a positive influence in establishing, developing, and maintaining professional working relationships with internal and external customers to ensure prompt, efficient service and provide a positive customer experience.
Proven success working under pressure, meeting strict deadlines, and prioritizing multiple projects while maintaining production service level expectations.
Excellent verbal and written communication skills and must be skilled in attentive and acting listening, practice to hear people out by accurately restating to resolve customer concerns.
Continual participation in training programs for current and new products and services and other training, as required, to provide an excellent customer experience.
Attention to detail and accuracy is a must as errors could result in inaccuracies in records or reports as well as loss of time and money.
Practice of a high level of confidentiality is crucial.

We can offer you:

A downtown location with free parking, a company cafeteria, and a fitness center
Training and development opportunities to grow personally and professionally
A collegial team-focused environment
An organization that values work/life balance
An industry-leading benefits plan including health, vision, dental, 401K, a company-wide incentive plan, and an Employee Community Volunteer Program
Education reimbursement plan after one year of employment

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