Financial Care Associate

    • Troy, MI

Kforce has a client in search of a Financial Care Associate in Troy, Michigan (MI). Essential Duties and Responsibilities:

  • Perform initial review of annuity applications and requirements
  • Perform timely entry of initial applications
  • Prioritize application processing based on approaching deadlines
  • Validate agent licensing, appointments and product training for business submitted Input requirements into database and review for accuracy
  • Verify appropriate contract structure and like registration to brokerage accounts
  • Submit good order applications to insurance carriers
  • Send follow up notices to financial advisors/agents until processing requirements are completed
  • Review and respond to various requests from financial advisors
  • Respond to requests from insurance companies on pending business and requirements
  • Submission of paperwork for submission to the insurance companies
  • Support end of day process which may include balancing with appropriate wire accounts and/or submitted business reports
  • Close cases that are not in good order in appropriate timeframe
  • Support Annuity Care Specialists with daily tasks as needed
  • Manage status mailbox for resolutions
  • Performs other duties and responsibilities as assigned

  • At least 2 years of recent customer service or administrative experience (not from a call center)
  • Ability to perform data entry with speed and accuracy
  • Ability to navigate through numerous systems at once Fluent user with Microsoft Office Suite
  • Strong customer service skills; Always willing to go above and beyond
  • Ability to multitask within a fast-paced environment
  • Ability to meet deadlines with a sense of urgency; Able to think outside of the box or think ahead/proactive problem solver; Willingness to learn and grow within the role/company
  • Strong written and oral communication skills
  • Experience working with life insurance applications or annuities is a plus but not required
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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