Annuity New Business Specialist I
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Job Description
Annuity new business specialist resolving application issues and pending requirements. Supporting producers and administrators for F&G’s annuity and life insurance products.
Responsibilities:
- Act as a proactive liaison between producers, their uplines, and third-party administrators
- Resolve annuity new business service issues and obtain outstanding requirements for applications not in good order
- Handle customer questions and concerns and manage multiple queues as needed
- Liaise with Commissions Contracting & Licensing, Legal, and other departments
- Achieve required transaction quality performance
- Research and track documents and resolve service issues
- Keep producers and uplines updated on product and processing guidelines
- Guide producers in software usage and web initiatives
- Resolve moderate to complex sales and operational inquiries regarding product clarification and pending new business
- Adhere to sales and product compliance policies and legal requirements
- Monitor and improve processes and eliminate operational waste
- Perform other assigned functions, duties, and projects
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
- Basic understanding of F&G’s structure and products/service offerings
- Ability to build new skills and adapt to new ways of thinking
- Ability to self-organize, set priorities, and manage workload
- Understanding of basic data concepts
- Demonstrates risk awareness and understands risk mitigation strategies
- Regular and punctual attendance
- Minimal travel required (less than 10%)
Benefits:
- In-office, hybrid and remote work arrangements
- Reasonable accommodations for applicants and candidates with disabilities
- Employee-centric flexible/hybrid work environment
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