Annuity Processing Specialist at Fifth Third Bank

Cincinnati, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Mar, 26

Salary

0.0

Posted On

07 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Annuity Processing, Customer Service, Communication Skills, Detail Oriented, Multi-tasking, Insurance License, Series 7, Financial Services, Documentation Review, Application Processing, Agent Licensing, Funding Verification, Sales Coordination, Software Experience, Follow-up Skills

Industry

Financial Services

Description

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must be able to handle large volume of policies and delivery requirements in a time sensitive manner. DUTIES & RESPONSIBILITIES: Process annuity applications, review for missing paperwork/documents and verify processing requirements. Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner. Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation. Follow-up on pending and open business. Verify Agent licensing and appointments and process such licensing and appointment paperwork when needed. Verify sufficient funding is in place prior to business submission. btain and relay any necessary information and correspondence between the clients, vendors, and other services providers. Communicate regularly with sales staff, management, vendors, and clients to be sure the highest possible quality of customer service is being provided for every individual. Respond promptly and courteously to sales force. ther duties as assigned. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Insurance license & Series 7 preferred. Insurance and financial service experience preferred. Excellent customer service and communication skills required. Must be detail oriented and able to multi-task. Prior experience with Finetre/AnnuityNet software would be beneficial. Annuity Processing Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step? Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.

Responsibilities

The Annuity Processing Specialist is responsible for processing annuity applications and ensuring all documentation is complete and accurate. They act as a liaison between registered representatives and carriers, coordinating the application process and providing high-quality customer service.