PRT Operations Associate

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

⚙️ Operations

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Logo of F&G

F&G

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

• Assist with the management and enhancement of relationships with potential and existing PRT clients • Serve as a point of contact for PRT clients and the Third-Party Administrator throughout transaction integrations • Participate in updating and evolving each client’s Integration Project Plan • Participate in regular client meetings to review project progress, address concerns, and adapt plans based on client feedback • Coordinate and execute transition activities from kick-off through certificate delivery • Manage premium reconciliation and true-up, annuity exhibit preparation, GAC execution, and other critical deliverables • Collaborate with Pricing, Valuation, and Treasury to manage transactions effectively • Document team procedures • Assist with ongoing administrative issues related to covered annuitants • Assist in preparing information for state exams and audits • Perform other functions, duties and projects as assigned • Report to the Director, PRT Client Management

🎯 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 • Ability to build effective relationships and work collaboratively across F&G and with new and existing clients • Excellent verbal and written communication skills with ability to convey information to others in a clear, focused, and concise manner • Strong attention to detail and accuracy along with excellent organization and documentation skills • Demonstrated ability to perform effectively in an environment of constant change • Demonstrated ability to deliver required results • Demonstrated ability to improve processes • Regular and punctual attendance • Minimal travel required (less than 10%)

🏖️ Benefits

• Ability for in-office, hybrid and remote work arrangements, decided with the leader during the hiring process • Minimal travel required (less than 10%) • Reasonable accommodations for applicants and candidates with disabilities • Equal opportunity employer

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