Manager, Annuity New Business

🕒 Junho 11

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F&G

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1959

💸 Finanças

🏢 Corporativo

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

• Serve as a liaison between agents, IMOs, TPAs, Suitability, Sales, Commissions Contracting & Licensing, Legal, and other departments as needed. • Manage incoming annuity new business assigned to the annuity case management team. • Ensure the proper processes/metrics and controls are in place to measure accuracy, timeliness and quality of case management processes. • Ensure team achieves required phone and transaction performance. • Represent annuity operations through active participation in various department and company initiatives, committees and special projects. 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. • Resolves moderate to complex sales/operational needs/inquiries as it pertains to product clarification and pending new business processes. • Create and manage team members’ performance standards & reviews. • Conduct monthly face-to-face status updates with each member of the team seeking process improvement suggestions, discussing employee development plans, addressing concerns, and gaging overall employee engagement. • Schedule and monitor the successful training of team members. • Lead and manage the annuity case management team, continuously improving our ability to quickly resolve outstanding requirements and issue pending annuity business.

🎯 Requisitos

• AA or BA degree preferred. • Relevant experience considered in lieu of degree. • 7+ years of experience working in an annuity case management team, with emphasis on processing or call center management, and/or other previous industry experience. • 3+ years of supervisory experience required. • Demonstrated strong customer relationship management, with previous experience directly working with agents/IMOs, and servicing skills as well as internal corporate relationship management capabilities. • Successful completion of Life insurance related education such as LOMA or CLU coursework strongly preferred.

🏖️ Benefícios

• Flexible work arrangements • Paid time off