Annuities / Insurance Ops (Max $25/hr W2)

The Annuities / Insurance Ops position at our company entails providing operational and customer service support for insurance and annuity policies. You'll be addressing inquiries from Brokerage financial advisors and branch employees, managing policy transfers, agent of record changes, and overseeing commission payouts—all while ensuring a high level of service.

To qualify for the Annuities / Insurance Ops role, candidates should have at least 6 months of call center or phone interaction experience. While not mandatory, a Bachelor's degree or two years of financial industry experience is desired, and familiarity with the insurance industry will be beneficial.

Success in the Annuities / Insurance Ops role relies heavily on several key skills: strong attention to detail, effective time management and multitasking abilities, excellent communication skills, and the capacity to establish positive client relationships. A creative problem-solving approach is also crucial in diffusing potential issues.

While experience in the insurance industry is not required, having familiarity with financial services or prior operational and insurance experience is a plus for candidates applying for the Annuities / Insurance Ops position.

The Annuities / Insurance Ops role offers a competitive compensation rate of up to $25/hr on a W2 basis, making it an appealing opportunity for those looking to grow within the financial services sector.

When answering this question, provide specific anecdotes that illustrate your experience in resolving customer inquiries, particularly in insurance or annuities. Mention any metrics that demonstrate your success, such as customer satisfaction ratings or response time improvements.

Discuss the methods and tools you use to prioritize tasks effectively. You might mention tools like to-do lists, digital planners, or CRM systems, and give examples of situations where your multitasking skills have led to successful outcomes.

Share specific techniques you’ve developed to maintain accuracy in your tasks. This could include having checklists, double-checking your work, or using software that assists in error prevention.

Outline your approach to diffusing tense situations, such as active listening and empathetic communication. Provide an example of a challenging interaction where you successfully maintained a positive relationship.

This is a chance to demonstrate your research. Discuss specific services offered by the company in the insurance operations space and express your enthusiasm for being part of their mission.

Share a scenario where you encountered an unexpected issue and outline the steps you took to develop a creative solution. Highlight the outcome and its benefits.

Reflect on your passion for finance and how it aligns with your career goals. Talk about how the Annuities / Insurance Ops position fits into your aspirations and what excites you about this field.

Provide an overview of your understanding of insurance and annuities, mentioning specific policies you have worked with or most commonly encountered, emphasizing your willingness to learn more.

Discuss techniques you utilize to address difficult conversations such as maintaining professionalism, using calming language, and focusing on finding resolutions rather than escalating the conflict.

Share a vision of where you see yourself in the future, connecting your aspirations with the skills and experience you'll gain in the Annuities / Insurance Ops role. Emphasize your commitment to growth within the company.