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%)
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 protected].
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.
United States
