New Business Case Manager

Description:

This position will be on the deferred annuities processing team. They will be reviewing and processing retirement annuities paperwork. This position will be 100% remote. 1st shift – Monday thru Friday; 10am-6:30pm (with a 45 minute lunch). Must be open working 8am-4:30pm for training and cannot miss any time the first 8 weeks due to training.

Daily Duties:

Looking for candidates with strong processing experience and for those that have been held to high production AND quality standards. This role will be held to 90% quality and processing 18-22 cases per day. Quality is a huge piece of this role – if candidates have experience with their work being reviewed by a QA team – that is highly preferred. Also prefer previous Annuity processing experience.

Core responsibilities are around relationship management and transaction processing. Responsible for reviewing and processing annuity applications.

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.

This process is very manual compared to other companies. Must be comfortable manually inputting information and navigating several computer systems to complete cases. Will be using ADWD systems in que, MainFrame, and KB for knowledge based software.

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.

This position is the first place new business is processed. Quality and productivity is huge and depends on the success of the company in general.

After training, this position will be held to 90% quality, managing 18-22 cases/day.

With this position being 100% remote – this person must always be on camera in meetings, present, and easy to get a hold of!

Skills:

financial, insurance, processing

Additional Skills & Qualifications:

Annuity processing experience OR strong/high volume processing experience – 1 years

Annuity background /work experience

Strong attention to detail

Experience working in a fast paced work environment

About TEKsystems:

Were 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. Thats 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.