Account Services Coordinator - Inforce Policy Admin

Consultant Position

Hybrid schedule with 3 days on site, or 100% on-site in Minneapolis, MN. Our Financial Services client out of Golden Valley, MN is seeking a Consultant to support their contracts Inforce. This team works with their offshore vendor to help support client and customer needs. Customers have a current Annuity policy inforce and they want to do something with it. Money out, withdrawal on the contract. Tax procedures. Setting up income streams. This team is responsible for working reports, to maintain our controls. Understanding why the reports generated – look for a system gap. This team (on shore) handles all the complex tasks. Primary job is to answer questions about a task to process. This team is considered Subject Matter Experts! A lot of answering vendor partner questions. Working the Complex Tasks that come through. Working controls reports. Escalations from the contact center and supporting key business partners that work with our top producing FMOs. Responsiveness is important. We are looking for people that are detail orientated, working with multiple systems. Excel, MS Office, Salesforce (CRM), capable of learning a system/database quickly! Professional written communication, is strongly desired. Flexible in a fast paced environment. Training – there is no formal training. It's side by side and case by case basis. Best vs Avg – Wells Fargo is great experience. Banking industry or financial experience. College Grads. Performance Metrics – 1 on 1s are twice a month. Providing additional training and work as requested. Need good communicators!

Skills sales support, customer service, excel data entry, ms office suite, outlook, Data entry, customer support, problem management, Phone support, Support, Customer service skills, Sales, financial services, insurance.

Top Skills Details sales support, customer service, excel data entry, ms office suite, outlook, Data entry.

Additional Skills & Qualifications HS Diploma and 3+ years of professional support experience Working Experience with EXCEL REQUIRED Expert Level.

Pay and Benefits The pay range for this position is $18.00 - $22.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type This is a hybrid position in Minneapolis, MN. Application Deadline This position is anticipated to close on Aug 28, 2025.