Annuity New Business Specialist

F&G is looking to hire an Annuity New Business Specialist

This position functions as a proactive liaison between producers, their upline, and third-party administrators to resolve annuity new business service issues and obtain outstanding requirements, specifically related to applications submitted that are not in good order. 

Duties & Responsibilities 

• Primary owner for resolving any open issues for a submitted application from the time the case is submitted to the point the case is issued. 
• Serve as a liaison between producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal and other departments as needed. 
• Achieve required phone and transaction performance as defined for the Annuity New Business Specialist.  
• Research and track documents, and resolves complex service issues with emphasis on a designated function. 
• Adheres to company policies and legal requirements regarding sales and product compliance 
• Proactively keep producers and uplines up-to-date on product and processing guidelines. 
• Resolve problems & guides producers in software usage and web initiatives. 
• Resolve moderate to complex sales/operational needs/inquiries as it pertains to product clarification, pending new business. 

Education & Experience: 

• AA or BA degree preferred. 
• Relevant experience considered in lieu of degree. 
• 2+ years of experience working in the insurance or financial services industry. 
• Experience working in a service center, sales support team and/or other previous industry experience preferred.  
• Successful completion of Life insurance related education such as LOMA or CLU coursework preferred. 

Key Skills & Abilities: 

• Demonstrates basic understanding of how F&G is structured and the products/service offerings within respective coverage area. 
• Demonstrates ability to build new skills and adapt to new ways of thinking. 

• Handles customer questions and concerns in a timely and professional manner. 
• Develops and maintains goal-oriented, collaborative and productive, team-driven relationships. 
• Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations.  
• Develops awareness of new techniques, methods, and practices. 
• Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G. 

• Establishes working relationships with team members and colleagues.  
• Asks thoughtful questions to understand business objectives or desired outcomes. 
• Demonstrates ability to self-organize, set priorities, and manage workload. 
• Demonstrates basic understanding of how current job fits into the organizational vision. 
• Demonstrates awareness of workload and shares updates on availability with manager. 

• Monitors, measures and assesses processes to determine areas of improvement; identifies and eliminates operational waste.  
• Understands basic data concepts. 
• Accepts and owns assigned project tasks; understands impact within the team or organization. 
• Understands expectations for interaction with vendors for their functional area. 
• Contributes to deliverables by executing work and providing team members with appropriate status updates. 
• Demonstrates risk awareness and understands risk mitigation strategies. 

Other Requirements: 

• Perform other functions, duties and projects as assigned 
• Regular and punctual attendance 
• Some travel may be required (less than 10%)