Piper Companies
Durham, NC, USA
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...