F&G
Finance • Enterprise
F&G is a company that provides a portal for sales agents to manage their accounts and access resources. The SalesLink agent portal requires users to log in with their agent ID and password, offering features for password management and security protocols. F&G seems to focus on providing services and support for sales agents, possibly in the insurance or financial industry, as suggested by the email domain 'fglife. com'.
PRT Operations Associate
Job not on LinkedIn
October 16
F&G
Finance • Enterprise
F&G is a company that provides a portal for sales agents to manage their accounts and access resources. The SalesLink agent portal requires users to log in with their agent ID and password, offering features for password management and security protocols. F&G seems to focus on providing services and support for sales agents, possibly in the insurance or financial industry, as suggested by the email domain 'fglife. com'.
📋 Description
• Serve as a point of contact for PRT clients and our Third-Party Administrator throughout transaction integrations, ensuring a smooth transition and ongoing client satisfaction. • Participate in updating and evolving the Integration Project Plan for each client. • Participate in regular client meetings to review project progress, address concerns, and adapt plans as needed based on client feedback. • Coordinate and execute transition activities from kick-off meeting through certificate delivery, including premium reconciliation and true-up, annuity exhibit preparation, GAC execution, and other critical deliverables. • Collaborate closely with Pricing, Valuation, and Treasury to ensure transactions are managed effectively. • Document procedures within the team. • Assist in the management of ongoing administrative issues related to covered annuitants. • Assist in the preparation of information required for state exams, various audits, and the like.
🎯 Requirements
• Minimum of 3 years of applicable experience in financial services. A focus on client management with pension and/or pension risk transfer is a plus. • Bachelor’s degree in finance, economics, business, a related field, or equivalent experience.
🏖️ Benefits
• Employee-centric flexible environment • In-office, hybrid and remote work arrangements • Complies with federal and state disability laws and makes reasonable accommodations
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