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Annuity Processing Specialist - Cincinnati Ohio
Company: Fifth Third Bank Location: Cincinnati, Ohio
Posted On: 05/03/2024
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: NoneMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
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