Annuity New Business Specialist I

🕒 5 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟢 Júnior

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 10%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of F&G

F&G

501 - 1000 funcionários

Fundada em 1959

🛡️ Seguros

💸 Finanças

🏢 Corporativo

Insurance • Finance • Enterprise

A F&G é uma empresa que oferece um portal para agentes de vendas gerenciarem suas contas e acessarem recursos. O portal de agentes SalesLink exige que os usuários façam login com seu ID de agente e senha, oferecendo recursos para gerenciamento de senhas e protocolos de segurança. A F&G parece focar em fornecer serviços e suporte para agentes de vendas, possivelmente nos setores de seguros ou financeiro, conforme sugerido pelo domínio de e-mail 'fglife. com'.

Descrição

• Act as a proactive liaison between producers, their uplines, and third-party administrators • Resolve annuity new business service issues and obtain outstanding requirements for applications not in good order • Handle customer questions and concerns in a timely and professional manner • Work across multiple queues as needed • Liaise with Commissions Contracting & Licensing, Legal, and other departments • Achieve required transaction quality performance • Research and track documents and resolve service issues • Keep producers and uplines informed about product and processing guidelines • Guide producers in software usage and web initiatives • Resolve moderate to complex sales and operational inquiries related to product clarification and pending new business • Adhere to sales and product compliance policies and legal requirements • Monitor and assess processes, identify improvement areas, and eliminate operational waste • Perform other assigned functions, duties, and projects

🎯 Requisitos

• 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 • Basic understanding of F&G's structure and products/service offerings • Basic awareness and understanding of digital techniques, methods and tools • Ability to self-organize, set priorities, and manage workload • Understanding of basic data concepts • Risk awareness and understanding of risk mitigation strategies • Regular and punctual attendance • Minimal travel required (less than 10%)

🏖️ Benefícios

• Flexible in-office, hybrid, and remote work arrangements • Employee-centric flexible environment • Reasonable accommodations for applicants and candidates with disabilities • Minimal travel required (less than 10%) • Equal opportunity employer

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