Process Specialist III

• Perform operational tasks with accuracy and efficiency to support business processes
• Compile and analyze data for system inputs and reporting purposes
• Communicate effectively with advisors to ensure clear understanding of processes and requirements
• Provide excellent customer service by addressing inquiries and resolving issues promptly
• Build and maintain strong relationships with vendors to support business operations
• Apply knowledge of annuities and investment products to assist with relevant tasks and decision-making
• Ensure compliance with company policies and procedures in all activities
• Collaborate with team members to streamline processes and optimize workflow
• Identify opportunities for improvement and contribute to the implementation of solutions

• Proven experience in customer service roles with a focus on professionalism and responsiveness
• Ability to compile, process, and interpret data accurately
• Familiarity with annuities and investment products is highly desirable
• Strong communication skills for interacting with advisors, customers, and vendors
• Excellent organizational skills to manage multiple tasks effectively
• Experience in operational support or similar roles
• Demonstrated ability to work collaboratively in a team environment
• Attention to detail and commitment to delivering high-quality results

Familiarity with annuities and investment products

• Medical, vision, dental, and life and disability insurance
• 401(k) plan