Job Title: Contract and Licensing Support Representative
Department: Annuity Operations
Location: Topeka, KS - Onsite
Overview:
As part of the Annuity Operations team at Advisors Excel the Contract and Licensing Support Representative provides outstanding customer service when processing and handling requests from agents, carriers, and internal staff. This role requires timely feedback with any pending contracting requirements to assist in the processing of the contracting. If you thrive in a fast-paced environment this could be the perfect job for you!
What you'll do:
- Follow up on pending contracting with various insurance companies
- Support team members with outstanding requirements
- Provide agents with contracting statuses, codes, and training
- Complete monthly cleanup of current contracting system
Experience you'll bring:
- Strong communication skills
- Ability to interact with all personality types and with all levels of staff
- Problem solving and decision-making skills
- Time management with the ability to handle multiple tasks in a fast-paced environment
- PC proficiency, ability to work on several platforms at once
Bonus Points:
- Bachelor's degree
- Prior experience working in the financial services industry
- Previous customer service experience
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
May 03, 2024