New Business Representative
Current-Follows established operational procedures for processing new annuity applications or annuity rollovers.-Monitoring applications for compliance with state regulations-Determining if the appropriate signatures hae been received-Determining how funding should be set up-Determining suitability or other red flags using the OPAS system-Issue policies in the appropriate administrations system-Communicate with Agent Contact or Sales staff as necessary when additional requirements are outstanding-Process receipts an cash items into the appropriate systems in a timely manner-Participates as a team member in problem solving and projects as the need arises. -Assembles policies for delivery to customers upon completion of new business processes-Follows up on outstanding requirements for all applications