Transfer Specialist

Job Title

What You Can Expect In This Role

Communicate on all aspects of incoming transfer funds on new and existing files for multiple product lines within multiple systems. Review, process, and follow-up with other carriers and agents on transfer paperwork for incoming funds on new and existing files, including identifying not in good order requirements; review correspondence that will satisfy those requirements.

What You'll Do In This Role

Independently conduct initial review of transfer paperwork and make judgment and decisions that fall within prescribed policies and limits, including government regulations, regarding transfer paperwork and correspondence. Handle correspondence and other documents within established company standards, including matching documents to appropriate accounts (i.e. electronic and paper files), verifying output for accuracy, and mailing and faxing paperwork to agents or other companies. Maintain appropriate detail in documentation of policy files in administrative systems regarding additional requirements, correspondence, and subsequent relevant activity as a result of communications by phone or in writing. Communicate in writing to agents on specific statuses of incoming transfer funds. Print, prepare, and mail transfer paperwork to other carriers, including any additional correspondence that may make the paperwork in good order for the transfer to be processed. Follow up via phone and email with other carriers regarding the status of the transfer of funds to our pending applications and in-force policies. Take necessary action with the information provided by that carrier within our systems. Provide information upon request to internal team members regarding the status or any requirements for an incoming transfer on pending applications and in-force policies. Provide timely and accurate customer service by reviewing duplicate policy request correspondence and preparing, assembling, and mailing of duplicate policies. Monitor personal work to verify accuracy and to ensure compliance with company standards and regulations. Process a variety of tasks and high volumes of work in a fast paced, time-sensitive environment. Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity). As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands. Other duties as assigned.

What We're Looking For

• High School Diploma or equivalent Required
• Minimum 1 year of operations experience (i.e. annuity, financial, or insurance) Preferred
• Minimum 1 year of customer service experience Preferred
• Working knowledge of a PC and Microsoft Office products
• Strong verbal and written communication skills
• Excellent problem solving skills
• Demonstrated ability to work efficiently and independently to process work accurately and meet deadlines
• Ability to understand your role on our team and work cohesively with team members
• Proven ability to adapt to frequent change and to think with a future focus mindset
• Close attention to detail in a high volume environment
• Ability to work periodic overtime, sometimes with relatively short notice

Other Requirements

Criminal background check required.

Salary Range Information

USD $33,698.00 - USD $56,163.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

What You Can Expect When You Join Sammons Financial Group

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success. Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k). Worklife balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays. Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs. Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you. An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best worktogether shaping our future shared success.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.


ADA
Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact View email address on click.appcast.io or call View phone number on click.appcast.io.


E-Verify
Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.


Policy for External Search Firms and Agencies
Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.