Auction Specialist
hace 3 semanas
We are seeking a highly skilled and detail-oriented Auction Specialist to join our team in Puerto Rico. This role is responsible for processing annuity applications, updating client files, and supporting producers on sales, service, and end processing of annuity business.
Key Responsibilities- Verify that annuity applications received are completed as required prior to submission to the Life Agency and/or underwriters.
- Ensure compliance with processes established by regulators and PS/PRS Compliance area.
- Assist supervisor on service issues, follow-ups, and special projects.
- Work directly with underwriters to process annuity contracts in accordance with instructions received and company requirements.
- Send completed applications and supporting documents to insurance companies and/or Life Agency.
- Bachelor's degree in business administration, desirable.
- More than one (1) year of experience and/or knowledge in annuities/insurance products, preferred.
We offer a competitive salary range of $50,000 - $65,000 per year, depending on experience. Our comprehensive benefits package includes health insurance, retirement plan, and paid time off. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
Company OverviewOur company has been serving the financial needs of our customers for over a century. We are committed to providing innovative financial solutions and exceptional customer service. As an employee, you will have the opportunity to work with a diverse team of professionals who share your passion for delivering results.