Transfer Specialist Job at Sammons Financial Group (West Des Moines)

Job Responsibility

Communicate on all aspects of incoming transfer funds on new and existing files for multiple product lines within multiple systems
Review, process, and follow-up with other carriers and agents on transfer paperwork for incoming funds on new and existing files, including identifying not in good order requirements
review correspondence that will satisfy those requirements
Independently conduct initial review of transfer paperwork and make judgment and decisions that fall within prescribed policies and limits, including government regulations, regarding transfer paperwork and correspondence
Handle correspondence and other documents within established company standards, including matching documents to appropriate accounts (i.e. electronic and paper files), verifying output for accuracy, and mailing and faxing paperwork to agents or other companies
Maintain appropriate detail in documentation of policy files in administrative systems regarding additional requirements, correspondence, and subsequent relevant activity as a result of communications by phone or in writing
Communicate in writing to agents on specific statuses of incoming transfer funds
Print, prepare, and mail transfer paperwork to other carriers, including any additional correspondence that may make the paperwork in good order for the transfer to be processed
Follow up via phone and email with other carriers regarding the status of the transfer of funds to our pending applications and in-force policies
Take necessary action with the information provided by that carrier within our systems
Provide information upon request to internal team members regarding the status or any requirements for an incoming transfer on pending applications and in-force policies
Provide timely and accurate customer service by reviewing duplicate policy request correspondence and preparing, assembling, and mailing of duplicate policies
Monitor personal work to verify accuracy and to ensure compliance with company standards and regulations
Process a variety of tasks and high volumes of work in a fast paced, time-sensitive environment
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands
Other duties as assigned

Requirements

High School Diploma or equivalent Required
Minimum 1 year of operations experience (i.e. annuity, financial, or insurance) Preferred
Minimum 1 year of customer service experience Preferred
Working knowledge of a PC and Microsoft Office products
Strong verbal and written communication skills
Excellent problem solving skills
Demonstrated ability to work efficiently and independently to process work accurately and meet deadlines
Ability to understand your role on our team and work cohesively with team members
Proven ability to adapt to frequent change and to think with a future focus mindset
Close attention to detail in a high volume environment
Ability to work periodic overtime, sometimes with relatively short notice
Criminal background check required

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something
Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

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Transfer Specialist

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