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    Account Services Specialist - Minneapolis, MN, United States - TEKsystems

    TEKsystems
    TEKsystems Minneapolis, MN, United States

    3 weeks ago

    TEKsystems background
    Description

    Description:

    Exclusive opportunity with Financial Institution located in Golden Valley, MN.

    We are building out a new team to support New Business Applications for Annuities and additional Support to Policies Inforce.

    Training will be on site for a minimum of 4 weeks and then become Hybrid. 3 days in office and 2 days remote.

    This could go longer, depending on how training is retained.

    These positions are open due to an influx in business, that is creating additional work.

    We are creating a new team that is supporting New Business applications for Annuities. T

    his team will help create quality business flows, resolving issues quicker, etc.

    Good news is that this line of business is growing, rapidly. There could be an opportunity for offers of permanent employment. Applying within and interviewing would be expected.

    This is blend of completing tasks and providing customer service to Financial Advisors who are submitting the applications for Annuity products.

    Phone work is required, No Customer contact but you will be expected to speak with Financial Advisors that will communicate with customers.

    Most of the communication is through email and a couple of phone calls, if customer/client prefers.

    Working with Broker Dealers, FMO's, and internal partners.

    We really would like to see candidates that are NOT afraid to pick up the phone and walk through the Financial Advisors issues.

    Typical Day - processing and accuracy is very important. Number of tasks processed per day would be as much as 100. These easier tasks would require less research, investigative work, etc. When working the more difficult tasks, processing 50 daily would be expected due to the amount of time spent in discovery.

    Work Environment / Department Info - New Business Annuity (Variable and Fixed). Applications are being sent to this team from Field Reps (Financial Advisors). Each application needs to be reviewed and sent back if there are errors or items missing. The field reps are working directly with customers and the field reps rely on you to get the application approved and in force

    About TEKsystems:



    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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