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- Group 1001 USA, Indiana, Zionsville
- Verified
Transfers Contract Administration Representative
Salary
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Job Description
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Summary:
The Contract Administration Representative position is responsible for the processing of paperwork and case ownership to ensure accurately and timely completion of customer transactions. This positions primary focus is 1035 Transfers, but representatives may also be required to assist with other types of transactions for Variable, Fixed, and Fixed Indexed annuities. This role is a part of the operations team supporting incoming fund transactions.
Main Accountabilities:
- Process and review 1035 exchange paperwork to facilitate the acquisition of funds accurately and in a timely manner. This includes, but is not limited to: reviewing paperwork to ensure it is in good order, communicating with agents regarding paperwork that is not in good order, data entry, sending transfer requests to other carriers, notating associated tickets, and performing outbound calls as needed to carriers and agents.
- Learning, retaining, and maintaining knowledge of internal processes, procedures, and applicable financial industry information, while adhering to strict financial industry rules and regulations.
- Communicate with other teams within operations to facilitate timely transaction processing.
- Assist with processing other types of transactions as needed.
- Assist in special projects as needed.
Qualifications:
- Bachelors degree in a related field or equivalent experience.
- 3+ years of operations, customer service, or processing experience. A combination is preferred.
- Strong problem-solving skills.
- Strong data entry skills and attention to detail.
- Strong leadership and communication skills.
- Proven ability to handle confidential financial information.
- Proven ability to utilize multiple software platforms.
- Experience working in a fast-paced environment.
- Zendesk experience is a plus.
- Strong working knowledge of the annuity market, with specific focus on the fixed, fixed indexed and variable annuities preferred.
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001s benefits package. Employees (and their families) are eligible to participate in the Companys comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Companys Employee Assistance Program and other wellness initiatives. Employees may also participate in the Companys 401K plan, with matching contributions by the Company.
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