Sr. Life New Business Specialist

F&G is hiring a Sr. Life New Business Specialists.

This position provides support to the Life New Business Specialist Team and Manager, focusing on training, quality review, documentation, escalated cases/issues and other projects as assigned while serving as a proactive liaison between producers, their uplines, third-party administrators, Sales, Underwriting, Policyholder Services, Commissions, Contracting & Licensing, Claims, Legal, and Actuarial departments to quickly and independently resolve new business and customer service issues.   

Responsibilities Include

• Creates/Updates procedures and other documentation, as requested 
• Achieves required phone and transaction performance as defined for the Senior Life New Business Specialist 
• Takes part in company projects, as directed 
• Researches and tracks documents to resolve complex service issues with emphasis on a designated function 
• Handle escalated phone calls involving service issues or training needs 
• Proactively keeps producers and uplines up-to-date on product and processing guidelines 
• Resolves problems & guides producers in software usage and web initiatives 
• Resolves moderate to complex sales/operational needs/inquiries as pertains to product clarification, pending new business, supply needs, illustrations, and marketing administration 
• Adheres to company policies and legal requirements regarding sales and product compliance 
• Assists with successful training, ongoing coaching and quality review of Life New Business team members 
• Serves as back-up in Team Lead or Manager’s absence, handling work assignments, queue monitoring, and escalated situations 

Experience and Education Requirements 

• AA or BA degree preferred 
• Relevant experience considered in lieu of degree 
• 4+ years of experience working in the insurance or financial services industry preferred 
• At least 2 years of life insurance experience 
• Experience handling escalated phone calls involving service issues or training needs 
• Previous experience mentoring other associates and providing feedback regarding the quality of their work 
• Successful completion of Life insurance related education such as LOMA or CLU coursework strongly preferred. 

Skills and Abilities 

• Understands how the functional units interact with each other; recognizes business changes within coverage area and the impact 
• Demonstrates ability to build new skills and adapt to new ways of thinking 
• Builds knowledge of customers through collaboration and communication 
• 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 
• Promotes new ideas and ways of working; suggests new techniques, methods and practices 
• Demonstrates proficiency in digital techniques, methods, and tools used at F&G 
• Develops and sustains effective working relationships with a wide range of stakeholders, including team members, virtually and in-person 
• Logically organizes information to identify connections and form a multidimensional view 
• Understands and demonstrates commitment to the departmental vision, strategy, change initiatives and goals 
• Demonstrates awareness of workload and shares updates on availability with manager 
• Seeks challenging assignments and projects 
• Monitors, measures and assesses processes to determine areas of improvement; identifies and eliminates operational waste 
• Understands data and communicates the meaning to leaders 
• Owns responsibility for timely production of deliverables