Supervisor, Annuity New Business

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Provide leadership to the annuity new business case management team • Serve as a liaison between agents, IMOs, TPAs, Suitability, Sales, Commissions Contracting & Licensing, Legal, and other departments • Manage incoming annuity new business assigned to the case management team • Establish and monitor processes, metrics, and controls for accuracy, timeliness, and quality • Ensure team phone and transaction performance • Represent annuity operations in department and company initiatives, committees, and special projects • Review, analyze, monitor, and maintain reports of associate activities • Handle escalated service calls and training needs • Research and track documents and resolve complex service issues • Guide producers in software usage and web initiatives • Resolve moderate to complex sales and operational inquiries related to product clarification and pending new business • Lead and manage the annuity case management team and improve resolution and issuance of pending annuity business • Create and manage performance standards and reviews • Schedule and monitor team-member training • Conduct monthly face-to-face status updates covering process improvement, development plans, concerns, and engagement • Perform other functions, duties, and projects as assigned

🎯 Requirements

• AA or BA degree preferred • Relevant experience considered in lieu of degree • 6+ years of experience working with an annuity case management team, emphasizing processing or call center management and/or other industry experience • 2+ years in a leadership capacity • Strong customer relationship management and servicing skills • Experience directly working with agents and IMOs • Internal corporate relationship management capabilities • Successful completion of life-insurance-related education such as LOMA or CLU coursework strongly preferred • Understanding of how the coverage area operates within the insurance industry • Ability to process information quickly and develop real-time solutions with practical, measurable business benefits • Ability to identify customer-service opportunities and use innovative processes • Ability to coach and mentor colleagues on digital techniques and accelerators • Ability to cultivate professional relationships and gather business information efficiently • Ability to make decisions, set priorities, and involve stakeholders appropriately • Process-improvement and quantitative-analysis abilities • Ability to produce deliverables on time • Ability to monitor vendor performance and escalate issues • Industry regulatory knowledge • Regular and punctual attendance

🏖️ Benefits

• Flexible in-office, hybrid, and remote work arrangements • Reasonable accommodations for applicants and candidates with disabilities • Employee-centric work environment • Some travel may be required (less than 10%)