Professional – Research Analyst
Job Title: Research Analyst
Job Location: Remote
Job Duration: 12 months Possible temp to perm, Hours: 8 AM – 5 PM
Job Description:
General Purpose: To accurately process all requests for new Agreements or Amendments to selling agreements based upon the established workflows and processes and within our established service delivery timeframes.
Job Competencies or Expectations:
- Communication
- Dependability
- Job Knowledge
- Productivity
- Quality
- Resiliency
- Critical Thinking
Responsibilities:
- Responsible for supporting client’s retirement and insurance product distribution channels through the coordination of Selling Agreements with new firms who will sell and/or wholesale client’s insurance products
- Coordinates and acts as a liaison with appropriate internal departments, client key account managers and/or Relationship Manager, licensing, third party administrators, and other outside firms on all selling arrangements
- Coordinates due diligence process involving broker-dealers and corresponds with Compliance to identify issues for resolution; monitors spreadsheet
- Prepares, distributes, and processes selling agreements and amendments thereof, accurately and within established timeframes
- Reviews agreements for proper execution and countersignature, consulting with Manager regarding any selling agreement modification requests
- Maintains and tracks information in internal selling agreement databases; is able to produce a variety of reports from databases as needed for department management information
- Ensures accuracy and completeness of selling agreement database and Selling Agreement electronic and hardcopy files
- Handles routine and moderately complex questions independently, utilizing appropriate SAU database and PS systems, etc…
- Confirms appropriate approvals and data from distribution channels have been received prior to setting up new selling agreement
- Follows established workflows and processes, including but not limited to coordinating and tracking through AWD required source information within established timeframes
- Proactively provides extra relationship support to our internal and external business partners through prioritization of issues and active communication
- Keeps current and up-to-date on department procedures, systems and guidelines; must maintain knowledge of all marketing channels, workflows, products and functions; educates internal and external customers when appropriate
- Understands how the role fits into the general business workflow, and the subsequent effects within Client departments and on external partners
- Additional duties as assigned