Manager, Annuity New Business

🕒 6 days ago

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F&G

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1959

🛡️ Insurance

💸 Finance

🏢 Enterprise

Insurance • 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 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Employee-centric flexible environment • Ability for in-office, hybrid and remote work arrangements