Operations Analyst - Annuities

Posted: 07/12/17 | SHARE:

Description:

With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates. 

Responsibilities:

Gain and utilize knowledge about estate planning, insurance, annuities and wealth transfer strategies; 

Use analytical, communication, and organizational skills to provide superior customer service and support to clients and regionalized advisor teams; 

Process a high volume of insurance transactions in a precise and efficient manner; 

Interface with insurance carriers to ensure processes/systems meet or exceed carrier requirements and to resolve complex service requests and research issues; 

Work in tandem with Compliance to ensure that all transactions adhere to regulatory policies and procedures; 

In partnership with management, assist with technology enhancements and/or process improvements while ensuring all business and regulatory objectives are satisfied

Qualifications:


Bachelor’s degree required; concentration in Business, Finance or Accounting preferred; 

Two years’ experience in the insurance industry preferred; 

Obtain Series 7 and 63 securities licenses and NYS life and health insurance licensing within 12 months of hire; 

Working knowledge of certain Microsoft products including Word, Excel, Windows, PowerPoint, and Outlook; 

Ability to multi-task; 

Ability to work in a team environment; 

Detail-oriented; 

Excellent client service, quality, and problem solving skills; 

Excellent organizational skills; 

Superior written and verbal communication skills.


For additional information, please visit our website at www.ayco.com. We offer a competitive salary, a comprehensive benefits package, and a high quality of work life.

To Apply

Interested applicants should submit resume, cover letter noting position of interest, and salary requirements via e-mail to hresources@ayco.com.

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