Life & Retirement Advocate II

Life & Retirement Advocate II will support annuity operations, ensuring a smooth, accurate, and compliant experience for customers and field partners.

Requirements

• Process annuity new business and in-force transactions accurately and efficiently.
• Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies.
• Communicate effectively with the field sales team via phone and email to obtain required information.
• Meet or exceed established service standards, productivity, and quality goals.
• Identify opportunities for process improvement and contribute ideas to enhance operational efficiency.
• Collaborate with peers and leadership to maintain workflow efficiency and service excellence.