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TEKsystems Account Services Specialist (Hybrid) in Minneapolis, Minnesota

Description:

  • This is blend of completing tasks and providing customer service to Financial Advisors who are submitting the applications for Annuity products.

  • Phone work is required, No Customer contact but you will be expected to speak with Financial Advisors that will communicate with customers.

  • Most of the communication is through email and a couple of phone calls, if customer/client prefers.

  • Working with Broker Dealers, FMO's, and internal partners.

  • Typical Day - processing and accuracy is very important.

  • Number of tasks processed per day would be as much as 100.

  • These easier tasks would require less research, investigative work, etc.

  • When working the more difficult tasks, processing 50 daily would be expected due to the amount of time spent in discovery.

  • Department Info - New Business Annuity (Variable and Fixed).

  • Applications are being sent to this team from Field Reps (Financial Advisors).

  • Each application needs to be reviewed and sent back if there are errors or items missing.

  • The field reps are working directly with customers and the field reps rely on you to get the application approved and in force!

Additional Skills & Qualifications:

  • HS Diploma

  • 2+ years of recent professional corporate experience

Work Environment:

  • Professional office setting. Cafeteria, workout center, free parking, bus line accessible.

  • Dress is business casual.

  • Monday through Friday - 7am to 4pm core hours. We can be flexible here, but a set schedule is required after training.

  • ONSITE for training 4 weeks are first shift, 8:30am to 4pm. (might flex to a later time, there might be a new trainer for this group)

Experience Level:

Entry Level

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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