Operations Associate – Annuity & Insurance
| Company | Stifel |
|---|---|
| Location | St. Louis, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Proficiently process and conduct thorough follow-up on annuity and insurance documents or commissions, and reports as assigned
- Communicate via telephone and/or email to Annuity/Insurance Carriers and different levels of Stifel branch personnel; adapts communication style accordingly
- Demonstrate ability to identify problems and seek appropriate resolution: escalates issues to Managers, Directors appropriately
- Further develop skills and knowledge of Annuity and Insurance, and utilizes resources available
- Understand and follow department and firm policies and procedures
- Build relationships, both internally and externally to service our client base
- Assist with projects and initiatives as assigned
Responsibilities
- Aiding in driving departmental results for the Operations Annuity and Insurance department
- Processing and telephone/email communication with a diverse audience
- Collaboration among team members to execute on departmental objectives under direct supervision while following established procedures
Preferred Qualifications
- Demonstrates the ability to perform job duties during periods of high volume
- Exhibits attention to detail
- Demonstrates the ability to learn quickly and accept feedback
- Adapts communication style based on the audience
- Exhibits organizational and prioritization skills
- Ability to follow project timelines and meet deadlines
- Effectively executes assigned roles within projects