Annuity New Business Specialist I

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as a proactive intermediary between producers, their uplines, and third-party administrators.

• Address annuity new business service inquiries and gather outstanding requirements for applications that are not in proper order.

• Respond to customer questions and concerns promptly and professionally.

• Manage multiple queues as necessary.

• Collaborate with Commissions Contracting & Licensing, Legal, and other departments.

• Meet the necessary transaction quality performance standards.

• Research, track documents, and resolve service-related issues.

• Keep producers and uplines updated on product and processing guidelines.

• Assist producers with software usage and online initiatives.

• Address moderate to complex sales and operational inquiries concerning product clarifications and pending new business.

• Comply with sales and product compliance policies as well as legal regulations.

• Evaluate and monitor processes, identify areas for improvement, and reduce operational waste.

• Execute other assigned tasks, duties, and projects.

⛳️ Requirements

• Relevant experience may be considered in place of a degree.

• A minimum of 1 year of experience in the insurance or financial services sector.

• Experience in a service center, sales support team, or other related industry roles is preferred.

• Successful completion of Life insurance-related education, such as LOMA or CLU coursework, is preferred.

• Basic knowledge of F&G's structure and its products/service offerings.

• Fundamental awareness and understanding of digital techniques, methods, and tools.

• Ability to self-organize, prioritize, and manage workload effectively.

• Understanding of basic data concepts.

• Awareness of risk and comprehension of risk mitigation strategies.

• Regular and punctual attendance is essential.

• Minimal travel is required (less than 10%).

🏝️ Benefits

• Flexible in-office, hybrid, and remote work options.

• A supportive employee-centric environment.

• Reasonable accommodations provided for applicants and candidates with disabilities.

• Minimal travel is required (less than 10%).

• An equal opportunity employer.