Case Management Processor
Description:
These positions are due to a projected influx of work in Q1 due to tax season and annual transaction needs with customers. Will start as a contract role thru March with the potential for contract to hire. Top performers (1-3) will have the opportunity for contract to hire based on business need.
Must be comfortable training for 3 weeks from 7am-3:30pm PST. Will move to a 6am, 7am, or 8am PST start time following training.
Job Duties:
As the Customer Operations Representative, you are responsible for reviewing and processing of financial and non-financial activities for our active Deferred Annuity products, including withdrawals, transfers, and setting up repetitive payments. Will also assist with return mail and other administrative duties.
Core responsibilities are around relationship management and transaction processing.
Responsible for reviewing and processing annuity applications - this role is repetitive but looking for a team player and not just a heads down worker!
75% of this position will be processing - very heads down position and will require strong attention to detail. Will be reviewing applications for accuracy and missing documentation. Will be reviewing retirement annuities paperwork.
25% of the role will be communicating with the sales team and agents through phone and email. Very minimal phone communication but must be open to it. Will contact external customers and agents to obtain the necessary information to process the requested transactions
Skills:customer service, Processing claims, case management, data entry, quality assurance, Annuities, New business development, SalesAdditional Skills & Qualifications:
2+ years of strong Financial Services & Insurance experience
Must have processing experience – 1+ years
Strong attention to detail
"Customer first" mentality
Annuity experience strongly preferred!
No time off scheduled from December to March
#prioritycentral About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.