account service representative

• Explain bookkeeping requirements for customers to implement insurance program.

account service representative

•  Point of contact for client inquiries
•  Outbound calls to clients regarding necessary paperwork to complete deposits, enable trades/removing of restricted legends
• Approve, reject, and evaluate transfer requests for clients. 
• Review and process cash management, transfer requests and banking needs the clients may request.

account service representative

• Process incoming paperwork for life insurance and annuity death claims.
• Send “Not in Good Order” letters with correct forms to ensure timely processing when paperwork was submitted incompletely.
• Ensure paperwork is in good order prior to paying claims or annuitizing products. 
• Perform tasks, such as handling membership or policy changes, ACA and COBRA compliance records.