Annuity Admin Support Clerk in Indianapolis, IN at Vaco

Date Posted: 1/29/2020

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Job Description

Looking for 1-3 years of administrative experience.

The Annuity Administration Support Clerk performs a variety of tasks in support of new business, policy services and call center transactions and requests, including

*following up on outstanding 1035 exchanges,

*communicating with transfer companies as needed,

*researching returned mail,

*updating contract information,

*documenting transactions in OnBase and/or LifeFit.

The Support Clerk may also perform limited research and analysis for requested transactions, participate in testing system modifications, and serves as back up for other document handling positions, such as the Annuity Administration Clerk and Document Representatives.

Follows up with financial service institutions, marketing organizations, or agents regarding any outstanding contract requirements, and/or communication regarding outstanding new business issues.

Makes outgoing phone calls to follow-up on pending 1035 exchanges. May also follow up via fax and mail when necessary. Ensures action taken is documented in LifeFit.

Completes return mail as received by USPS, including researching and updating client and contract data, and documenting action in LifeFit.

Monitors queues within the administration system to ensure transactions and requests can be processed within productivity standards. Questions anomalies in work queue and/or transactions, including extreme volumes, and keeps management team informed of work queues status.

Assists with reviewing and importing incoming faxes into OnBase workflow.