The OpportunityThe Customer Service Specialist on the Transfer of Assets Team will facilitate the calling out to Ceding Carriers to obtain the status of requested funds needed in order to issue the Annuity policy. Additionally, youll be partnering and communicating with financial professionals, firm back-offices and external and internal partners. This partnering and communicating will consist of providing statuses of incoming funds as well as working together to resolve policies that are not in good order. Youll perform routine transactions, provide technical guidance, and procedural in...
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