Technical Assistant

General Description

A Technical Assistant process annuity applications and updates client files. Support annuity and life insurance producers on their sales, service and end processing of the annuity business. This position requires strong attention to detail, quick thinking and problem-solving skills. Verify that Annuity applications received are completed as required prior to submission to the Life Agency and/or underwriters. Ensure compliance with processes established by regulators and PS/PRS Compliance area.  Assist supervisor on service issues, follow-ups and special projects.

Essential Duties and Responsibilities

• Works directly with underwriters to process annuity contracts in accordance with instructions received and company requirements.
• Sends completed applications and supporting documents to insurance companies and/or Life Agency.
• Documents work performed in a daily log and ensures that it meets the service levels established in the unit.
• Maintains record of every PS annuity sale and overall transactions of annuity contracts.   
• Supports all sales producers in verifying document and suitability completion and accuracy.
• Informs producers of new applications or supporting documents to keep them up to date.
• Maintains constant communication with Principals to facilitate the application approval process.
• Provides support and service to all BPPR branches and subsidiaries.
• Works as a link between different work areas, and with the different insurance company’s wholesalers.
• Organize and work with detailed office or warehouse records, keeping in mind all compliance requirements must be met.
• Verifies that contract owner information is complete and in accordance with established standards. Verifies quality of all submitted documents.
• Performs record keeping and data entry into insurance systems to maintain accurate customer information.
• Responsible for check handling to assure they reach the insurance company or Life Agency accordingly.

Minimum Education

Bachelor’s degree in business administration, desirable.

Experience

More than one (1) year of experience and/or knowledge in annuities/insurance products, preferred.

Other Qualifications

• Positive attitude and willingness to listen, understand, pay attention to detail, identify problems, offer alternatives and solve our customers' needs.
• Proficiency in English and Spanish, both oral and written.
• Excellent interpersonal relations and communication skills.
• Ability to work as part of a team and collaborate with others to achieve common goals.
• Ability to manage difficult situations.
• Initiative and judgment to seek solutions and make decisions within delegated responsibility.
• Excellent organizational skills to prioritize and work under time pressure.
• Ability to administer various systems, including but not limited to Outlook, Microsoft Office, Excel among others.
• Availability to work extended hours during tax season; only if necessary.

Values

Additional Requirements

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.