Operations Specialist- Annuities In-Force Transactions

Stifel Nicolaus Saint Louis , MO 63150

Posted 3 weeks ago

SUMMARY

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.

QUALIFICATIONS

  • 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.

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Operations Specialist- Annuities In-Force Transactions

Stifel Nicolaus