About the role
Job Summary
This position functions as a proactive liaison between producers, their upline, and third-party administrators to resolve annuity new business service issues and obtain outstanding requirements, specifically related to applications submitted that are not in good order.
Duties and Responsibilities • Handles customer questions and concerns in a timely and professional manner.Responsible for knowledge in multiple queues to be rotated and handled as needed. • Serve as a liaison between producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal and other departments as needed. • Achieve required transaction quality performance as defined for the Annuity New Business Specialist. • Research and track documents, and resolve service issues with emphasis on a designated function. • Proactively keep producers and uplines up-to-date on product and processing guidelines. • Resolve problems & guide producers in software usage and web initiatives. • Resolve moderate to complex sales/operational needs/inquiries as it pertains to product clarification, pending new business. • Adhere to company policies and legal requirements regarding sales and product compliance. • Monitor, measure and assess processes to determine areas of improvement; identifies and eliminates operational waste.
Experience and Education Requirements • AA or BA degree preferred. • Relevant experience considered in lieu of degree. • Minimum of 1 year experience working in the insurance or financial services industry. • Experience working in a service center, sales support team and/or other previous industry experience preferred. • Successful completion of Life insurance related education such as LOMA or CLU coursework preferred.
Knowledge, Skills & Abilities • Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area. • Ability to build new skills and adapt to new ways of thinking. • Develops and maintains goal-oriented, collaborative and productive, team-driven relationships. • Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations. • Develops awareness of new techniques, methods, and practices. • Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G. • Establishes working relationships with team members and colleagues. • Asks thoughtful questions to understand business objectives or desired outcomes. • Ability to self-organize, set priorities, and manage workload. • Basic understanding of how current job fits into the organizational vision. • Understands basic data concepts. • Accepts and owns assigned project tasks; understands impact within the team or organization. • Understands expectations for interaction with vendors for their functional area. • Contributes to deliverables by executing work and providing team members with appropriate status updates. • Demonstrates risk awareness and understands risk mitigation strategies.
Other Requirements • Perform other functions, duties and projects as assigned • Regular and punctual attendance • Minimal travel required (less than 10%)
#LI-JB1
#LI-Remote
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email removed].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.
Text as published by Fidelity & Guaranty Life Insurance Company. We don't edit postings; apply and ask questions on the employer's site.