Annuity Case Coordinator at Lincoln Financial in Boise, Idaho, United States Job Description Alternate Locations: Work from Home Work Arrangement: Remote : Work at home employee Relocation assistance: is not available for this opportunity. Requisition #: 74732 The Role at a Glance We are excited to bring on an Annuity Case Coordinator to join our Insurance Operations organization in a work from home environment. Background Details As an Annuity Case Coordinator, you will be responsible for processing new business applications. You will process increasingly complex data and financial transactions, ensuring all information is complete and in good order. You will communicate with financial advisors and/or wholesalers to provide not in good order (NIGO) information for pending business. Additionally, you will share general knowledge across the team to build technical capabilities across the business area. If this sounds like a role for you, please read on What you'll be doing + You will process increasingly complex data and financial transactions in accordance with established procedures and guidelines independently, in a timely manner and meeting departmental quality/production standards. You will ensure the information is complete and in good order. You will also create and maintain up to date procedural documentation as needed. + You will communicate verbally and in written form effectively with applicable internal and external stakeholders to obtain increasingly complex needed information while maintaining a professional demeanor in all interactions. You will also communicate regularly with management on recognized trends of issues and/or concerns. + You will resolve increasingly complex customer contract discrepancies by investigating documentation and determining applicable adjustments. You may create new contracts as needed. + You will provide customer service to internal and/or external stakeholders, recognizing what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs. + You will share knowledge and information and/or enable less experienced team members to perform their assignments. + You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality. What we're looking for Must-have experience (Required): + High School Diploma or GED or minimum Associate degree in lieu of required experience. + 0-1+ Years for candidates with an Associate's degree or above, 0- To view full details and how to apply, please login or create a Job Seeker account
Idaho State Job Bank...Brookshires Grocery Arena/ASM GLOBAL has openings for Certified Bartenders to work part time during our events in Bossier City, LA. This is a flexible position designed for anyone that has occasional evening and weekends available to work. Events range from concerts,...
Loan Officers Wanted! Ready to Join a Winning Team? Are you a driven loan officer looking to grow your career with an industry leader? I'm seeking ambitious loan officers to join my team, where you'll not only benefit from my 26 years of mortgage experience but also have...
CPQ ConsultantCustomer is creating a new model for a new age-we're an agency and a consultancy. Understanding the digital space and preparing... .... That's Customer.Work you'll doAs a Consultant at Deloitte works within an engagement team and is responsible for identifying...
...Vibrant downtown scene, local breweries, annual festivals - something for everyone to enjoy REFERENCE NUMBER: 210104 ABOUT DELTA PHYSICIAN PLACEMENT Delta Physician Placement (DPP), the permanent staffing division of The Delta Companies, identifies qualified...
...Range: -$44.00-$55.00 $15,000 bonus for new teammates! DaVita is seeking a Registered Nurse who is looking to give life in a hospital setting. You can make an exceptional difference in the lives of our patients and their families dealing with end-stage renal...