Summary of Job Responsibilities: This team handles a variety of functions but is mostly responsible for underwriting good order requirements, keying, and issuing annuity new business contracts, and sending out Letter of Acceptance packets for fixed, fixed indexed, and variable contracts within established service level agreements. The team works with various business units within the organization to ensure timely processing, consistency, and quality in a high volume and fast paced environment.

Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques. Effective written and oral communication skills to interact with customers, team members, and management. Ability to identify and evaluate problems and analyze customer inquiries to determine the appropriate action. Decision making skills necessary for problem identification and correction.