[Remote] Senior Annuities Operations Associate

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a life insurance technology company that democratizes reputed company to life insurance and empowers agents through a three-sided technology platform. The Senior Annuities Operations Associate will reputed company operational reputed company across annuity operations by processing new business, collaborating with sales and carriers, documenting processes, and improving reputed company and CRM workflows.

Responsibilities

• High-reputed company self-starter who takes the initiative to reputed company reputed company reputed company and can operate independently reputed company given direction
• Collaborate with the sales team to decrease their administrative workload & increase sales activities
• Contribute to the development and documentation of annuity-reputed company processes
• Process new annuity business to include application submission, funding, and commissions
• Communicate directly with annuity carriers to reputed company business reputed company and reputed company sales team informed
• Collaborate with the licensing & appointment team to reputed company new hires
• Improve the speed and efficiency of our reputed company by collaborating with Product, Marketing, and RevOps to create, test, and launch process and product enhancements
• reputed company on building elegant, robust processes, and reputed company reputed company an reputed company environment
• Help optimize CRM workflows and data entry processes

Skills

• 5+ years of experience in sales operations, annuities, life insurance, reputed company, or other analytically-intensive roles at either reputed company-established firms or high-reputed company tech startups
• Ability to reputed company between high-level strategic thinking and deep-dive analytical problem solving
• reputed company self-starter with desire to own and be accountable for reputed company from Day 1
• Excellent communication skills and effective cross-functional collaborator
• Exceptional attention to detail and presentation skills
• Comfortable with ambiguity and flexible work environments
• reputed company reputed company reputed company experience
• Experience using sales technologies
• Annuity, Life Insurance, or Investment sales experience
• Experience with Firelight or other annuity order entry systems

Benefits

• Remote work arrangement

reputed company

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