Annuity New Business Specialist I

Job Summary

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 and Responsibilities

• Handles customer questions and concerns in a timely and professional manner. Responsible for knowledge in multiple queues to be rotated and handled as needed.
• Serve as a liaison between producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal and other departments as needed.
• Achieve required transaction quality performance as defined for the Annuity New Business Specialist.
• Research and track documents, and resolve service issues with emphasis on a designated function.
• Proactively keep producers and uplines up-to-date on product and processing guidelines.
• Resolve problems & guide producers in software usage and web initiatives.
• Resolve moderate to complex sales/operational needs/inquiries as it pertains to product clarification, pending new business.
• Adhere to company policies and legal requirements regarding sales and product compliance.
• Monitor, measure and assess processes to determine areas of improvement; identifies and eliminates operational waste.

Experience and Education Requirements

• AA or BA degree preferred.
• Relevant experience considered in lieu of degree.
• Minimum of 1 year 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.

Knowledge, Skills & Abilities

• Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area.
• Ability to build new skills and adapt to new ways of thinking.
• 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.
• Ability to self-organize, set priorities, and manage workload.
• Basic understanding of how current job fits into the organizational vision.
• 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
• Minimal travel required (less than 10%)

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