Annuities Representative (New Business) jobs in Cincinnati, OH

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Client Support Representative I
  • Business Benefits Insurance Solutions
  • Fort Mitchell, KY FULL_TIME
  • COMPANY OVERVIEW

    Business Benefits enables employers to focus on their business while we focus on providing high quality, cost -effective benefit solutions to their employees. Our mission is to be employers’ long-term, trusted partner in benefits, helping them attract and maintain quality employees. As exhibited by more than 35 years of operation in Northern Kentucky, Business Benefits is a family business that’s in for the long haul. We value superior service, integrity, and collaboration. We are looking for diverse and talented team members who want to grow and learn in an ever-changing industry. We offer an attractive benefit program, retirement plan, opportunities for growth and a positive work environment where employees feel valued and enjoy coming to work.

    POSITION DESCRIPTION

    Business Benefits is seeking someone to fill a customer-oriented service position. Our team approach is one of the main reasons for our success. You will love this role if you love helping others. You will have the opportunity to work independently and as part of a great team. We are looking for someone who is detailed and task oriented with a passion to learn and grow with the company. A client service representative, or CSR I, will act as a support to our client service team with accuracy and efficiency. The CSR I is an important role in our success and can lead to additional training, licensing, advancement and more responsibility. Meeting critical deadlines with accuracy and documentation is key. Essential duties include:

    · processing enrollments and changes,

    · retrieving and distributing data internally and externally from carrier websites,

    · FormFire setup and support,

    · resolving basic customer inquiries and billing issues, as well as

    · plan submission to carrier(s) for new and renewing business

    Additional duties include:

    · Being a resource for other team members

    · Managing deadlines

    · Answering phones, faxes, and emails

    · Updating files, and logs

    QUALIFICATIONS

    · Strong customer service focus

    · Friendly attitude

    · Excellent written and oral communication skills

    · Good comprehension skills

    · Ability to concentrate

    · Ability to work independently as well as with others

    · High school diploma or equivalent

    · Proficiency with Microsoft Word and Excel

    Contact Lee Arkenau, or 859-331-3232, to learn more.

    Business Benefits is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religious belief, sex, age, national origin, ancestry, physical or mental disability, or veteran status.

    Job Type: Full-time

    Benefits:

    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • Monday to Friday

    Work Location: In person

  • 6 Days Ago

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New Business Processor II
  • Global Atlantic Financial Group
  • Batesville, IN FULL_TIME
  • POSITION OVERVIEW This individual will be a cross-functional member of the Preneed Life Team in Batesville, Indiana. They will be responsible for reviewing and resolving issues with Preneed applicatio...
  • 13 Days Ago

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New Business Analyst
  • Western & Southern Financial Group
  • CINCINNATI, OH FULL_TIME
  • Overview Summary of Responsibilities: Reviews and accurately processes life and health insurance applications received in advanced lines of business. Thoroughly reviews application for completeness to...
  • 5 Days Ago

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New Business Director
  • RSW US
  • Cincinnati, OH FULL_TIME
  • Can you sell creativity? About this job We are looking for a high-energy inside sales/lead generation specialist that can think and operate strategically. Ideal candidate has sales, marketing and/or b...
  • 6 Days Ago

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New Business Analyst
  • Global Atlantic Financial Group
  • Batesville, IN FULL_TIME
  • All offices are currently open, and our employees are back 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application proces...
  • Just Posted

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Sales - Associate New Business Underwriter
  • Cincinnati Insurance Company, Inc.
  • Trenton, IN FULL_TIME
  • Description: Make a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're l...
  • 7 Days Ago

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0 Annuities Representative (New Business) jobs found in Cincinnati, OH area

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Brand Representative
  • AMS Retail Solutions
  • Fort Mitchell, KY
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 4/18/2024 12:00:00 AM

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Sales Representative
  • HIRING IMMEDIATELY!!!
  • Cincinnati, OH
  • Job Description Job Description We give our outside sales reps an average of 12-15 preset sales appointments per week fr...
  • 4/18/2024 12:00:00 AM

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Real Estate Sales Representative
  • Comey & Shepherd Realtors
  • Mariemont, OH
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/17/2024 12:00:00 AM

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Sales Representative
  • CharityRx
  • Cincinnati, OH
  • Job Description Job Description Now is the time to work for a company making a difference in people’s lives! CharityRx i...
  • 4/17/2024 12:00:00 AM

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Marketing Representative
  • LEI Home Enhancements
  • Cincinnati, OH
  • Job Description Job Description Due to rapid growth and expansion, our busy home improvements company is looking for sev...
  • 4/17/2024 12:00:00 AM

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Route Sales Representative
  • Schwan's Home Delivery
  • Burlington, KY
  • As a Route Sales Representative, you have the opportunity to drive the iconic yellow truck. You sell and deliver frozen ...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Mauser Packaging Solutions
  • Cincinnati, OH
  • Position Summary: Customer Service Representative (CSR) functions as the liaison between the company and its customers. ...
  • 3/20/2024 12:00:00 AM

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Outside Sales Representative
  • AmeriPro Roofing
  • West Chester Township, OH
  • AmeriPro Roofing, one of the largest residential roofing contractors in the nation is immediately Hiring Outside Sales R...
  • 9/25/2023 12:00:00 AM

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,688 to $54,060
Cincinnati, Ohio area prices
were up 1.1% from a year ago