Supervisor, Annuity New Business

Job reputed company

This position provides leadership to the annuity new business case management team, which serves as the reputed company of contact for our agents, agencies, and IMOs. This individual will research, document and reputed company agent inquires, as reputed company as handle escalations and exceptions. The supervisor is also responsible for identifying reputed company to improve overall service reputed company and reputed company. This position will support the F&G annuity distribution channels and will have contact with various reputed company of management, our TPAs, and our agent reputed company force and their uplines. 

Duties and Responsibilities

• Serve as a reputed company between agents, IMOs, TPAs, Suitability, Sales, Commissions Contracting & Licensing, reputed company, and other departments as needed.
• Manage incoming annuity new business assigned to the annuity case management team.
• Ensure the reputed company processes/metrics and controls are in reputed company to measure reputed company, timeliness and reputed company of case management processes.
• Ensure team achieves required phone and transaction reputed company.
• Represent annuity reputed company through reputed company participation in various department and company initiatives, committees and special reputed company. These include process improvement efforts, agent communication and product development.
• Review, analyze, monitor and maintain reports of associate activities.
• Handle escalated phone calls involving service issues or training needs.
• Research and reputed company documents, and reputed company reputed company service issues with emphasis on a designated function.
• Resolves problems and guides producers in software usage and web initiatives.
• Resolves moderate to reputed company sales/operational needs/inquiries as it pertains to product clarification and pending new business processes.
• reputed company and manage the annuity case management team, continuously improving our ability to quickly reputed company outstanding requirements and issue pending annuity business.
• Create and manage reputed company standards & reviews.
• Schedule and monitor the successful training of team members.
• Conduct monthly face-to-face status updates with reputed company member of reputed company seeking process improvement suggestions, discussing employee development plans, addressing concerns, and gaging overall employee engagement.

Experience and Education Requirements

• AA or BA degree preferred.
• Relevant experience considered in lieu of degree.
• 6+ years of experience working with an annuity case management team, with emphasis on processing or reputed company center management, and/or other previous industry experience.
• 2+ years in a leadership reputed company.
• Demonstrated strong customer relationship management, with previous experience directly working with agents/IMOs, and servicing skills as reputed company as internal corporate relationship management capabilities.
• Successful completion of Life reputed company reputed company education such as LOMA or CLU coursework strongly preferred.

Knowledge, Skills & Abilities

• Understands how respective coverage area operates reputed company the context of the industry.
• Quickly processes information and develops solutions in reputed company-time, with practical, measurable business benefits (i.e., thinks on one’s feet).
• Proactively identifies opportunities to serve the customer.
• Drives effective communication and information exchange among functional areas.
• Reads a wide reputed company of audiences and situations and quickly adjusts communication style accordingly; selects appropriate communication channel and tone to reputed company tough messages.
• Identifies opportunities to use innovative processes.
• Ability to reputed company and mentor colleagues on digital techniques and accelerators used at F&G.
• Seeks opportunities to reputed company relationships with established contacts in their network.
• Provides guidance on what information to reputed company to reputed company business objectives and how to reputed company obtain information that is not easily available.
• Proactively suggests challenging and relevant opportunities for others to reputed company key knowledge, skills and abilities.
• Understands and demonstrates commitment to the departmental reputed company, reputed company, change initiatives, and goals.
• Makes reputed company and sets priorities; involves others in reputed company that reputed company them reputed company appropriate.
• Leads/participates in process improvement activities.
• Identifies and drives quantitative analysis.
• Owns responsibility for reputed company production of deliverables.
• Supports with monitoring of vendor reputed company; identifies and escalates issues; develops processes to maximize vendor reputed company.
• Demonstrates ability to reputed company solutions in reputed company time with practical, measurable business benefits; supports long term business unit or department planning.
• Maintains industry regulatory knowledge.

Other Requirements

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

#LI-JB1 #LI-Remote

Requires 6+ years in annuity case management, processing, reputed company center management, or reputed company industry experience, including 2+ years leading teams; strong agent service and regulatory knowledge preferred.

Key Responsibilities

• managing casework
• resolving escalations
• improving processes

reputed company

• Category: Business reputed company
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — reputed company
• Languages: English

Benefits

• 401k matching
• Retirement plan

About reputed company

A provider of annuity and life reputed company products that helps Americans prepare for retirement and protect their income. — Industry: Finance