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Annuities Specialist

Palmer Group
  • West Des Moines, IA
    1 day ago

    Job Description

    Job Description

    Job Description

    Are you looking to make an impact within the financial solutions industry? We are partnering with an innovation company seeking Annuities Specialists to provide excellent customer service and responsiveness on a variety of insurance products, with a focus on annuities. This is an excellent opportunity to join a service-oriented and positive team that prioritizes culture and growth. If you have at least one year of annuities experience, apply today!

    Work Model:

    • Hybrid
    • 8:00 AM – 5:00 PM
    • Monday – Friday

    What You Will Do:

    • Answer incoming calls from clients, financial advisors, and insurance agents with questions about annuity applications and status
    • Review new business paperwork for completeness, compliance, and accuracy before submission
    • Follow up on missing documents or information with clients and agents
    • Enter client data into internal tracking systems accurately and quickly
    • Process premium payments and coordinate fund transfers with financial institutions

    What You Will Need to Be Successful:

    • High school diploma or GED equivalent
    • Minimum of 1 year experience processing new business annuity applications and related transactions
    • Knowledge of state insurance rules and compliance standards
    • Excellent written and verbal communication skills, with the ability to communicate effectively and professionally with clients, colleagues and business partners
    • Strong attention to detail to catch errors in legal and financial documents
    • Working knowledge navigating systems and databases

    Benefits Overview:

    • Not eligible for benefits

    Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com.

    #ZR

    \nCompany Description

    Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.

    From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.

    Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.

    Company Description

    Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles. \r\n\r\nFrom entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve. \r\n\r\nOur experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.

    Numbers & Facts

    LocationWest Des Moines, IA

    Skills

    • Annuitiesunmatched
    • Business Solutionsunmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Data Entryunmatched
    • Detail Orientedunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Insuranceunmatched
    • Legal Documentsunmatched
    • Presentation/Verbal Skillsunmatched
    • Regulatory Complianceunmatched
    • Resume Searchunmatched
    • Telephone Skillsunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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