Review State Regulator/compliance forms for replacements. Complete Checklists and update multiple systems, posting requirements and case noting actions taken. Review premium quotes/illustrations. Prepare disclosures and notifications for clients as well as for external replacements. Heavy correspondence with Advisors and external carriers by phone, fax, email and in writing. Adhere to established time standards.
3 plus years of office experience involving heavy multi-tasking, working with numerous detailed procedures/forms requiring adherence to specific regulatory/compliance guidelines while also meeting strict deadlines/turnaround times. Excellent interpersonal and verbal/written communication skills. Self-starter with strong sense of urgency. Excellent organizational and time management skills; including follow up and follow through. Experience with handling high volume of in and outbound calls; strong customer service skills and professional telephone etiquette. Sound problem solving and decision making skills and attention to detail; ability to interpret complex written information and do thorough research to solve problems. Must be able to work overtime during peak times (ex: end of week, end of month, end of quarter and end of the year).
AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.
We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.