Piper Companies is seeking an Operations Associate - New Business/Premium Remittance to join a technology-driven insurance company located in Durham, NC through a Hybrid work schedule. The Operations Associate - New Business/Premium Remittance will provide essential day-to-day support, addressing lower-level technical issues and ensuring smooth operations for the team.

Responsibilities of the Operations Associate - New Business/Premium Remittance include:

• Review and process new annuity applications for completeness and accuracy.
• Prepare and follow up on 1035/rollover transfer documentation.
• Ensure timely premium processing and manage outgoing funds for not taken orders and overpayments.
• Communicate with producers to ensure accurate processing and provide status updates.
• Maintain knowledge of annuity offerings and tax procedures.
• Promote digital platforms and comply with company policies.

Qualifications for the Operations Associate - New Business/Premium Remittance include:

• Minimum of 1-3 years of relevant experience, preferably in insurance or financial services.
• Excellent written and verbal communication skills, with exceptional attention to detail and proper phone etiquette.
• Proven ability to multitask effectively, thrive in a collaborative team environment, and maintain a positive attitude under pressure.
• Intermediate proficiency in Microsoft Office and other PC skills,
• Bachelors degree, with an accounting or financial background considered an asset.
• Must work onsite 3 days a week in Durham, NC.
• Must be eligible to work in the United States.

Compensation for the Operations Associate - New Business/Premium Remittance include:

• $23/hr, Full-Time
• Comprehensive benefit package: Medical, Dental, Vision, 401K, Sick Leave if required by law

This job opens for applications on February 4th, 2025. Applications for this job will be accepted for at least 30 days from the posting date.

Keywords: new business, premium remittance, annuity applications, 1035 transfers, rollover transfers, premium processing, outgoing funds, overpayments, customer service, producer communication, status updates, annuity offerings, tax procedures, digital platforms, HIPAA compliance, diversity principles, corporate integrity, insurance, financial services, NC Life License, attention to detail, phone etiquette, multitasking, team environment, positive attitude, Microsoft Office, accounting background, financial background, dependability, reliability, documentation, follow-up, transfer companies, application review, fund management, policy adherence, customer interaction, problem-solving, process improvement, compliance, regulatory guidelines, financial transactions, data accuracy, operational efficiency, client support, administrative tasks, technical proficiency, communication skills, organizational skills, time management, analytical skills, proactive approach, adaptability, continuous learning, industry knowledge, professional development

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