Under immediate supervision performs a variety of duties on a limited basis to support Annuity and Insurance Operations. Duties will include processing changes, reviewing and imaging documents to be submitted to carriers, and follow-up of all transactions. Associate will learn the structure of Stifel, the branch organization, insurance carriers, the BETA system and insurance terminology.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Processes a high volume of time-sensitive financial transactions, including full and partial surrenders, death claims, systematic withdrawals, etc. via workflow. Reviews documents, prepares for submission to carriers and images.
Enters transaction details into Annuity Database and performs follow up.
Reconciles financial transaction reports and checks received.
Answers telephones, responds to emails, directs calls and takes messages.
Maintains and updates filing, inventory, mailing, and database systems, either manually or using a computer.
Performs other duties as assigned by management team.
High School diploma or equivalent
Post-high school college coursework desired
1-2 years general business experience desired
Proficiency in Microsoft Outlook and Microsoft Office skills, especially Word and Excel. MS Access a plus.
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
Knowledge of administrative and clerical procedures and systems, managing files and records, and other standard office procedures and terminology.
The ability to communicate information and ideas in spoken or written form so that others will understand.
Knowledge of principles and processes for providing customer and personal services.
The ability to tell when something is wrong or is likely to go wrong. It may or may not involve actually solving the problem.