Annuity Specialist at Frontline Source Group - Nationwide Staffing & Executive Search Annuity Specialist at Frontline Source Group - Nationwide Staffing & Executive Search in Pinehurst, Texas Posted in 3 days ago.

Type:

full-time

Job Description:

Policy Services Specialist Our client located in The Woodlands, Texas is in need of a Annuity Policy Services Specialist. This is an onsite contract-to-hire opportunity. Company Profile A well-established estate planning and insurance services organization specializing in annuities, life insurance products, and retirement planning solutions. They provide personalized service to clients throughout the policy lifecycle and are seeking a detail-oriented professional to support their growing operations. Annuity Policy Services Specialist Role Work directly with Agents to prepare, process, and submit annuity applications Handle correspondence and communications with insurance carriers Assist clients with policy service requests including: Death claims, Required Minimum Distributions (RMDs), Beneficiary changes, Withdrawals, and other policy servicing needs Monitor pending business and proactively follow up on outstanding client and carrier requests Maintain accurate customer files and policy records Keep Accounting informed regarding the processing and issuance of annuity applications Prepare and submit weekly reports detailing pending business activity and annuity application status updates Maintain and update client databases and records Compile and maintain current client lists Manage schedules and coordinate client appointments for Agents as needed Build and maintain professional relationships with clients through ongoing communication and support Utilize Salesforce, Firelight, and other insurance agency systems to process and upload applications Perform additional administrative and operational duties as assigned Assist with occasional client appreciation and marketing events held outside normal business hours Support event setup, attendee registration, appointment scheduling, and administrative functions during company-sponsored seminars and movie events Participate in approximately 1-2 evening marketing events per month as business needs require, these events can last till 9 pm. Annuity Policy Services Specialist Background Profile High school diploma or equivalent required Minimum of 3 years of annuity processing experience required Strong knowledge of annuity and life insurance products required Experience communicating directly with clients and agencies required Experience utilizing Salesforce, Firelight, or similar insurance processing platforms preferred Strong proficiency with Microsoft Office Suite, including Excel required Ability to manage multiple priorities while meeting deadlines Strong attention to detail and organizational skills Ability to work effectively in a fast-paced environment with competing priorities Professional communication and relationship-building skills