Annuity New Business Specialist I

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

📋 Description

• Serve as an active intermediary among producers, their uplines, and third-party administrators to address annuity new business service issues and gather outstanding requirements.

• Address customer inquiries and concerns promptly and professionally; manage multiple queues as necessary.

• Collaborate with producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal, and other departments.

• Meet the required quality performance standards for the Annuity New Business Specialist position.

• Investigate and track documents while resolving service issues, focusing on a specific function.

• Keep producers and uplines informed about product and processing guidelines.

• Troubleshoot problems and assist producers with software usage and web initiatives.

• Address moderate to complex sales and operational questions regarding product clarification and pending new business.

• Comply with company policies and legal standards related to sales and product compliance.

• Evaluate, measure, and monitor processes for enhancements; identify and reduce operational waste.

• Undertake other assigned functions, duties, and projects.

• Ensure regular and timely attendance.

⛳️ Requirements

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

• At least 1 year of experience in the insurance or financial services sector.

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

• Completion of life insurance-related education, such as LOMA or CLU coursework, is preferred.

• Basic knowledge of F&G's structure and products/services within the relevant coverage area.

• Capability to develop new skills and adapt to innovative thinking.

• Strong communication skills to effectively engage with various audiences and situations.

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

• Fundamental understanding of data concepts.

• Capacity to complete assigned project tasks and provide timely status updates.

• Proven risk awareness and comprehension of risk mitigation strategies.

• Insight into vendor interaction expectations for the functional area.

• Regular and punctual attendance is essential.

• Minimal travel required (less than 10%).

🏝️ Benefits

• Options for in-office, hybrid, and remote work arrangements.

• A flexible, employee-centric work environment.

• Reasonable accommodations available for applicants and candidates with disabilities.

• Minimal travel required (less than 10%).