IRA Services Representative, Sr. jobs in Saint Petersburg, FL

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Sr. Actuarial Product Analyst
  • Vault Risk Management Services LLC
  • Petersburg, FL FULL_TIME
  • Description

      

    Company Overview:

    At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most to our customers.


    Our team is driven by a shared commitment to protect customers’ most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect their legacy proactively.


    Thinking about joining our team? We look for self-motivated and inventive individuals dedicated to providing the highest level of service to our customers and partners.


    The Sr. Actuarial Product Analyst will be a hybrid role, working 3 days/week in either our West Palm Beach or St. Petersburg, FL office. 


    Why Choose Vault:

    1. 46% of our      workforce was referred by someone at Vault
    2. 37% growth rate in      staff since December 2021
    3. Our Financial Strength      is rated an A- by AM Best
    4. Rated 4.5 stars based on      our customer experience reviews
    5. Our leaders are      respected innovators with decades of insurance expertise
    6. Vault’s proprietary      technology allows for enhanced capabilities, speed, and efficiency
    7. Leading high-net-worth      insurance provider with a foundation in customized solutions
    8. Comprehensive benefits      tailored to your lifestyle 

    Job Responsibilities: 

    1. Work with diverse state      teams to develop product and pricing proposals.
    2. Gather and analyze data      (both internal and external) in support of our product and pricing      proposals for assigned lines of business/regions.
    3. Prepare insurance      filings for regulatory approval, respond to insurance department      inquiries, and negotiate filing approval.
    4. Participate in system      testing of new products and enhancements. 
    5. Support the Underwriters      and Vault Concierge by providing technical support in policy quotes.
    6. Provide training support      to Actuarial and Pricing Analysts.
    7. Innovate and help ensure      streamlined implementation and product profitability.
    8. Strategic and thoughtful      about decisions regarding the product and the impact on the ease of doing      business with Vault. 
    9. Have a sense of urgency      around resolution, keeping management informed, and following up in a      timely manner. 
    10. Work collaboratively      with stakeholders and escalate issues as appropriate.

    Preferred Qualifications: 

    1. Minimum 3 actuarial      exams with a desire to pursue a designation in the CAS with support from      our actuarial study program.
    2. Minimum 5 years’      Actuarial or Product experience in the Property and Casualty insurance      industry required. 
    3. Excellent interpersonal      and communication skills (both written and verbal).
    4. Strong attention to      detail and organizational skills. 
    5. Strong ability and      desire to provide service levels that exceed industry standards and      promote teamwork across functional areas to cultivate an environment of      collaboration. 
    6. Strong aptitude working      in a highly competitive market, being innovative in business production      and retention, and being able to adapt to changing markets and internal      requirements.
    7. Strong time management      skills with the ability to prioritize and handle multiple tasks.
    8. Resourceful and      results-driven with strong problem-solving and analytical skills.
    9. Proficient in Microsoft      applications (MS Office, Excel, Word, etc.)

    Benefits: 

    1. Flexible Spending      Accounts & Health Savings Account, with company contributions 
    2. Company-paid      comprehensive life & disability insurance plans 
    3. 24/7 Telehealth doctor      access, virtual wellness screenings, Employee Assistance Programs 
    4. Company 401k retirement      plan with Day 1 eligibility (5% company match, 100% immediate vesting)
    5. 23 PTO days, accrued      yearly
    6. 11 Paid holidays

    Vault is committed to providing equal opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

  • 6 Days Ago

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Sr. Investment & Capital Accountant
  • Vault Risk Management Services LLC
  • Petersburg, FL FULL_TIME
  • Description Location: St. Petersburg, FL or West Palm Beach, FLCompany Overview:At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Mos...
  • 1 Month Ago

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Association Services Client Services Representative
  • Truist Bank
  • Saint Petersburg, FL FULL_TIME
  • The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to creat...
  • 1 Day Ago

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Member Services Representative
  • Planet Fitness - St. Petersburg
  • Saint Petersburg, FL FULL_TIME
  • Job Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective me...
  • 1 Day Ago

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Overnight Member Services Representative
  • Planet Fitness - St. Petersburg
  • Saint Petersburg, FL FULL_TIME
  • Job Summary The Overnight Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, pros...
  • 3 Days Ago

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THERAPY SERVICES REPRESENTATIVE - BARDMOOR
  • Florida Orthopaedic Institute
  • Largo, FL OTHER
  • Job Details Job Location: OAWF Bardmoor - Largo, FL Position Type: Full Time Education Level: High School Salary Range: Undisclosed Travel Percentage: None Job Shift: Day Job Category: Clinic Services...
  • 7 Days Ago

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0 IRA Services Representative, Sr. jobs found in Saint Petersburg, FL area

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Customer Service Rep
  • Physicians Toxicology
  • Tampa, FL
  • Job Description Job Description Salary: $18/hour Customer Service Representative F/T position for busy medical laborator...
  • 4/25/2024 12:00:00 AM

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Card Services Representative
  • Tampa Postal Federal Credit Union
  • Tampa, FL
  • Job Description Job Description We are seeking a Card Services Representative to join our organization. You will be a pa...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep - Tampa FL
  • eQHealth Solutions, Inc.
  • Tampa, FL
  • ** Customer Service Rep - Tampa FL** **Job Category****:** Customer Support **Requisition Number****:** CUSTO001558 Show...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep - Work From Home
  • Spade Recruiting
  • Tampa, FL
  • We are the only 100% union label supplemental benefits company in the world. With a client base that includes over 40,00...
  • 4/24/2024 12:00:00 AM

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Service Representative
  • Ebrandon
  • Brandon, FL
  • * Service Representative ** Service Representative** * $0.00 * Brandon **GEM Services** is a locally owned and operated ...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Viralstyle
  • Tampa, FL
  • Viral Style is a crowdfunding e-commerce platform that allows anyone to create, sell, and distribute custom products wor...
  • 4/22/2024 12:00:00 AM

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Guest Services Rep
  • Vista Host, Inc.
  • Bradenton, FL
  • **POSITION TITLE:** Guest Service Representative **REPORTS TO:** Guest Service Manager/ Assistant General Manager / Gene...
  • 4/21/2024 12:00:00 AM

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Customer Service Representative
  • Community Choice Financial Family of Brands
  • ST. PETERSBURG, FL
  • Overview: As a Customer Service Representative (“CSR”), you will use your love for business, people, and the community c...
  • 4/15/2024 12:00:00 AM

St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County). St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,738 to $52,218
Saint Petersburg, Florida area prices
were up 1.1% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020