**Essential Duties and Responsibilities** + Perform initial review of annuity applications and requirements + Perform timely entry of initial applications + Prioritize application processing based on approaching deadlines + Validate agent licensing, appointments and product training for business submitted + Input requirements into database and review for accuracy + Verify appropriate contract structure and like registration to brokerage accounts + Submit good order applications to insurance carriers + Send follow up notices to financial advisors/agents until processing requirements are completed + Review and respond to various requests from financial advisors + Respond to requests from insurance companies on pending business and requirements + Submission of paperwork for submission to the insurance companies + Support end of day process which may include balancing with appropriate wire accounts and/or submitted business reports + Close cases that are not in good order in appropriate timeframe + Support Annuity Care Specialists with daily tasks as needed + Manage status mailbox for resolutions + Performs other duties and responsibilities as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Advanced Knowledge of: + Principles, practices, and procedures of general office concepts + Policies that govern insurance operations. + Process flows within specific assigned functional area. + Regulations for specific assigned functional area. **Skill in** + Advanced Skill in: + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels. + Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions. + Analyzing data to identify discrepancies. + Problem solving. **Educational/Previous Experience Requirements** + High School Diploma or equivalent and a minimum of one (1) year experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service. + OR ~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + None