Annuity Specialist Resume Samples

As an Annuity Specialist, the professional will take responsibility for relaying the advantages of the company’s products to agents and motivate them to purchase annuities. Duties and responsibilities commonly mentioned on the Annuity Specialist Resume are – working with licensed insurance professionals to promote the company that they represent, determining the product that may interest and sending the needed information to the agents, following up to agents and advisory to complete licensing paperwork; providing agents with training on product features and benefits; and recommending products and proving illustration when possible for the agents.

Even while the job duties tend to vary, the needed skills are common and include the following – sound knowledge of retirement and income planning concepts and concerns, knowledge of insurance and investment industry, strong ability to learn and explain complex investment products, and excellent ability to balance outbound and inbound activity. As far as education is concerned, a degree will be useful.

Annuity Specialist Resume example

Annuity Specialist Resume

Objective : Annuity Specialist is responsible for Performing annual reviews of all plans in which they are involved to ensure compliance with applicable laws and regulations, Acting as a liaison between the plan administrator/investment manager and the fiduciary(s) who manage their assets; provide guidance on fiduciaries activities within the scope of their authority; offer guidance on tax matters related to retirement plans; preparing written reports as required by applicable laws, regulations, limitations.

Skills : Sales, Management Skills, Insurance.

Description :

    1. Built and maintained strong client relationships to sell multiple lines of insurance products and drive revenue growth.
    2. Communicated closely with customers to identify needs; presented and explained products to meet client's financial goals.
    3. Followed through with prospects extensively, maintaining contact throughout the sales process.
    4. Worked closely with internal business units, external wholesalers, and back office personnel.
    5. Specialised focus and training on retirement income planning.
    6. Achieved top production numbers company wide, generating $21 million in immediate annuity sales and $104 million in total annuity revenue.
    7. Received Advisory Council award for top production in 2000.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts In Economics


Annuity Specialist Resume

Summary : To obtain an Annuity Specialist position that will enable me to use my strong organisational skills, athletic and educational background and ability to work well with people.

Skills : Typing 78 Wpm, Microsoft Office, Excel 2013, Word 2013, PowerPoint 2013, 10 Key.

Description :

    1. Performed follow up reviews to confirm results of government agency audits.
    2. Performed administrative duties relative to the collection of returned checks, posted charges to accounts, and maintained accurate records.
    3. Performed journal entries, bank statements reconciliation, income and balance sheet preparation, and problem solving.
    4. Performed a variety of accounting duties including budgeting, spreadsheet analysis, A/P, A/R, P/R, G/L, journal entries, and preparing financial statements.
    5. Performed general accounting and bookkeeping tasks.
    6. Planned, implemented, and administered 401(k) plan.
    7. Prepared federal forms 5500 (Annual Return of Employee Benefit Plans) for group insurance and fringe benefits.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
A.A. In Business


Annuity Specialist Resume

Headline : A Dedicated, highly organised, multi-faceted, team worker with excellent attention to detail and uncommon ability to complete essential duties and responsibilities in an efficient and timely manner with a positive attitude and exceptional customer service. Remarkable ability to work under stress and flexible to changing routine, priorities and job conditions.

Skills : Microsoft Office, Customer Service, Office Assistant, Interpersonal, Keyboarding, Written/Oral Communication.

Description :

    1. Conferred with customers by telephone with over three hundred calls per day to provide information about products and services, to answer questions, cancel accounts, and to obtain details of complaints.
    2. Assisted customers with their financial needs and investments with annuity products for American National and its subsidiary companies.
    3. Restructured and improved customer relationships.
    4. Completed contract forms, prepared change of address records, and issued service discontinuance orders, using computers.
    5. Referred unresolved customer grievances to designated departments for further investigation.
    6. Trained new team members in successfully answering calls with the highest level of customer service in a timely manner.
    7. Used technical and administrative skills as well as personal computing skills that included: Microsoft Word, Outlook and Excel along with experience with PegaSystems, PegaWeb, WA Financial (PC 95W for Windows) software and Logic Systems.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors Of Science

Annuity Specialist Resume

Objective : To build a long-term career in Information Technology Industry with opportunities for career growth. To bring my strong dedication, responsibility, and motivation and to utilise my IT qualifications obtained through Cleveland State University and Cuyahoga Community College.

Skills : Ms Office Suite (10+ years), Interpersonal Skills.

Description :

    1. Processed new fixed annuity applications following general guidelines and within SEC standards.
    2. Set up new annuity accounts and verify completeness and accuracy of the application according to the guidelines.
    3. Created and paid all fixed cases for banks and broker/dealers.
    4. Analysed and reconciled errors and omissions in accounts, records, forms, documents, etc.
    5. Performed ongoing maintenance and updates on life insurance policies including but not limited to dividend option changes, premium offset elections, mode of payment changes, names of owners and beneficiaries, address changes etc.
    6. Built and nurtured relationship with our customers.
    7. Qualified inbound leads and make outbound calls to our database of customers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Master Of Business Administration

Annuity Specialist Resume

Headline : Annuity Specialist with 5+ years of experience in Administering annuity contracts, brokers fees, and other administration fees to customers, Working with customers to set up their annuity program for new business, Developing written benefits programs for customers; train staff on procedures and policies related to insuring annuities.

Skills : Communication, Customer Service, Responsible, Dependable, Ambitious, Adaptable, Motivated, Problem-Solving, Teamwork, Integrity, Fast Learner, Administrative.

Description :

    1. Processed applications and corresponding paperwork and documented any outstanding requirements.
    2. Independently conducted initial review and made judgment & decisions that fall within prescribed policies and limits while knowing when to involve management for items outside scope of authority.
    3. Entered/corrected data in different systems (LifePRO and LifeCOMM) depending on the type of insurance applied for.
    4. Issued Insurance Policies after making sure all requirements were met.
    5. Coded money/payments according to plan type for issue of policy.
    6. Used FINRA to verify if Insurance Agents were licensed to sell certain types of insurance in various States.
    7. Built and nurtured relationship with our customers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates In Arts

Annuity Specialist Resume

Headline : To obtain an Annuity Specialist position in a Compliance, Administrative, or Operational environment that will afford me the opportunity for career enhancement while allowing me to utilize my experience and job skills.

Skills : Excellent Oral And Written Communication, Team Work.

Description :

    1. Processed financial and non-financial transactions including death claims.
    2. Responsible for handling client concerns and performed research analysis as needed.
    3. Responsible for suspense and accounting for entire team Worked on special projects when needed and always completed tasks ahead of schedule.
    4. Trained new employees as well as the management staff taking over the department.
    5. Maintained all suspense items under 10 days old on a consistent basis.
    6. Acted as a key contact person whenever a rush request was submitted.
    7. Responsible for all contract and account establishment, check inquiries, reissue payments, and process of rejection notices.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Business Administration

Annuity Specialist Resume

Summary : Have an extensive Customer service and sales experience. Excellent telephone communication skills as well as person to person. Very computer savvy familiar with different computer interfaces and programs. A fast learner with the ability to adapt and thrive in any environment. Extremely detail- oriented individual, and driven to succeed. A motivated leader and strong team player.

Skills : Photoshop, Customer Service, Monitoring Skills.

Description :

    1. Acted as a liaison between brokers and carriers by coordinating the application processes for Annuity New Business, including all required documentation.
    2. Verified, resolved, contracting and commission issues.
    3. Skilled at interpreting plan documents, compliance laws and product contract provisions, so that plan operation is processed within the confines of each carrier guidelines.
    4. Established customer trust; correspond with financial planners and bank management to ensure quality production standards are being met.
    5. Provided consistent credit inquiry access through secure database Monitor and ensure increase in savings and production through access database by producing monthly progress reports Provide illustrations and payout options to our Financial Professional's as well as inquiring clients.
    6. Qualified inbound leads and make outbound calls to our database of customers.
    7. Developed a rapport and trust of our clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Annuity Specialist Resume

Summary : Annuity Specialist is responsible for Setting up a variety of marketing campaigns to increase customer awareness of an annuity product, Preparing new products, as well as manage existing products through implementation/change management processes; implementing new systems that support the products offerings and operations.

Skills : Annuities, Financial Products, Medical Terminology,.

Description :

    1. Provided customer service to agents, brokers, policy owners and authorized third parties requesting assistance and/or information concerning annuities, policies features, policy changes/and or claims.
    2. Ensured and documented the appropriate response to each question, which can range from the simple to moderately complex.
    3. Processed transactions which includes address changes, beneficiary changes, partial withdrawals, replacements, ownership changes, etc.
    4. Formulated correspondence with customers through both verbal and written methods.
    5. Developed a rapport and trust of our clients.
    6. Produced 1099 forms for miscellaneous, interest and all other income categories.
    7. Ensured that aims, goals and objectives were accomplished with outlined priorities, time limitations and funding conditions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED

Annuity Specialist Resume

Headline : Annuity Specialist focusing on building relationships, while supporting and managing organisational goals and staying abreast of new marketing concepts and strategy's within the industry. Problem Solving Relationship Building Risk Management Time Management Decision Making Staff Training and Development.

Skills : Microsoft Office, Telesales, Firefox, Windows.

Description :

    1. Assisted in the development of new policies and procedures.
    2. Recognised as one of national leaders in developing life insurance business for Fidelity.
    3. Promoted from filing clerk to annuity specialist.
    4. Interacted with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.
    5. Served the needs of independent annuity agents across the United States.
    6. Provided value to agents by continually developing relationships with a few top-rated insurance companies with industry-leading products.
    7. Assisted agents in finding the right product for their clients based on financial needs.
    Years of Experience
    Experience
    5-7 Years
    Experience Level
    Level
    Executive
    Education
    Education
    GED

    Annuity Specialist Resume

    Headline : To obtain an Annuity Specialist position in a company that recognises my skills and abilities, and entrusts me to use them in a way, that will not only be a compliment to the company but also help me to reach my personal professional goals.

    Skills : Excel, Word, Customer Service, Data Entry, Quality Assurance, Filing, Telecommunications, Contract Management, Insurance.

    Description :

      1. Kept agents informed of changes in the industry.
      2. Assessed customer needs and preferences and make recommendations regarding product features and pricing.
      3. Developed long term relationships with prospects to help them understand annuities' value proposition.
      4. Communicated product features and benefits to customers in a clear, concise manner.
      5. Developed an effective sales methodology that meets customer needs.
      6. Established clear goals for the future of annuity sales in order to communicate growth over time.
      7. Acted as a resource to support sales teams throughout the life cycle of their products.
      Years of Experience
      Experience
      5-7 Years
      Experience Level
      Level
      Executive
      Education
      Education
      Associates In Marketing