Annuity New Business Specialist II
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Job Description
Annuity New Business Specialist II resolving escalated cases for F&G, which provides annuity and life insurance products. Liaising with agents and internal teams on service, compliance, and processing issues.
Responsibilities:
- Perform Annuity New Business Specialist functions with high productivity and accuracy
- Handle complex situations and processes, including NY Reg 60 and Suitability
- Suggest, create and/or update procedures and documentation with the team lead/manager
- Liaise with producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal, and other departments
- Achieve required phone and transaction performance
- Research and track documents and resolve complex service issues
- Provide back-up coverage for Team Leads or Senior Specialists, including work assignments, queue monitoring, and escalated situations
- Mentor new employees and complete second reviews until quality expectations are achieved
- Handle escalated service-related phone calls
- 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 involving product clarification, pending new business, supply needs, illustrations, and marketing administration
- Perform other assigned functions, duties, and projects
Requirements:
- AA or BA degree preferred
- Relevant experience considered in lieu of degree
- 3+ years of 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
- Ability to handle complex situations and processes, including NY Reg 60 and Suitability
- Proficiency in digital techniques, methods, and tools used at F&G
- Knowledge of the regulatory environment
- Regular and punctual attendance
Benefits:
- Flexible in-office, hybrid and remote work arrangements
- Employee-centric flexible work environment
- Reasonable accommodations for applicants and candidates with disabilities
- Some travel may be required (less than 10%)
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