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Retirement Advocate I

Retirement Advocate I

Horace MannSpringfield, IL, US
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Retirement Advocate

Retirement Advocate will perform Annuity new business transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL or Cherry Hill, NJ area.

Responsibilities

  • Complete Annuity new business or in-force services job duties as assigned.
  • Achieve or exceed service standards and productivity and quality goals.
  • Complete application review per good order checklist.
  • Effectively communicate with the field sales team via phone or email to obtain "In Good Order" requirements.
  • Learn and understand functions within Annuity, such as ACH transactions, review existing in-force applications, allocation changes, withdrawals, surrenders, etc.
  • Provide suggestion for improvements.
  • Collaborate with peers and manager to maintain operational standards.

Requirements

  • 1-2 Years of college OR High School Diploma required.
  • 1-2 Years' experience in insurance or retirement service operations.
  • Strong background in retirement products and insurance law.
  • Effective written / verbal communication skills and analytical skills are required.
  • Demonstrates above average math / accounting skills.
  • In addition, call center or customer service experience is helpful.
  • Participation in continuing education coursework and ACS encouraged with emphasis on LOMA.
  • Must be available to work overtime or change work schedules as needed.

    • Pay Range :

  • $17.16 - $25.38

    • Salary is commensurate to experience, location, etc.

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