Financial Services Representative

This group handles data entry of annuity and life documents. They review records and documents to ensure everything is accounted for and in order before moving forward in the process.

1. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
2. Maintains current knowledge of contract and product provisions and administration of products, and the processing systems and related federal and state regulations
3. Resolves routine errors requiring corrective processing.
4. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
5. Processes monetary transactions according to policy provisions within assigned limits.
6. Reviews, researches, and interprets records and reports to accurately make decisions.
7. Performs other duties as requested.

About Aerotek:

Our people are everything. As a Best of Staffing® Client and Talent leader, Aerotek® Inc. has distinguished itself as a leader in recruiting and staffing services, by having a deep understanding of the intersection of talent and business. As a strategic partner to more than 17,000 clients and 300,000 contract employees every year, Aerotek's people-focused approach yields competitive advantages for its clients and rewarding careers for its contract employees. Headquartered in Hanover, Md., Aerotek operates a network of over 230 non-franchised offices with more than 6,000 internal employees dedicated to serving our customers. Aerotek is an operating company of Allegis Group, a global talent solutions provider. To learn more, visit .

Aerotek is acting as an Employment Agency in relation to this vacancy.