Role 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.
Role-Specific Responsibilities:
• Primary owner for tasks assigned daily. Will be 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 Case Manager I.
Client Services:
• Proactively keep producers and uplines up-to-date on product and processing guidelines.
• Resolve problems & guides producers in software usage and web initiatives.
- Resolve basic sales/operational needs/inquiries as it pertains to product clarification, pending new business.
Risk Responsibilities:
• Adheres to company policies and legal requirements regarding sales and product compliance.
Key Skills & Abilities
Core
Business Acumen
• Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area.
Adaptability
• Demonstrates ability to build new skills and adapt to new ways of thinking.
Customer Focus
• Handles customer questions and concerns in a timely and professional manner.
Collaboration
• Develops and maintains goal-oriented, collaborative and productive, team-driven relationships.
Communication
• Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations.
Innovation
• Develops awareness of new techniques, methods, and practices.
Digital Acumen
• Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G.
Relationship Management
• Establishes working relationships with team members and colleagues.
Critical Thinking & Problem Solving
• Asks thoughtful questions to understand business objectives or desired outcomes.
Leadership
Talent Management
• Demonstrates ability to self-organize, set priorities, and manage workload.
Drives Strategy & Change
• Demonstrates basic understanding of how current job fits into the organizational vision.
Business Management
• Demonstrates awareness of workload and shares updates on availability with manager.
Technical
Process Management
• Monitors, measures and assesses processes to determine areas of improvement; identifies and eliminates operational waste.
Data & Analytics
• Understands basic data concepts.
Project Management
• Accepts and owns assigned project tasks; understands impact within the team or organization.
Vendor Management
• Understands expectations for interaction with vendors for their functional area.
Operational Excellence
• Contributes to deliverables by executing work and providing team members with appropriate status updates.
Risk Management and Regulatory Knowledge
• Demonstrates risk awareness and understands risk mitigation strategies.
Education & Experience
• AA or BA degree preferred.
• Relevant experience considered in lieu of degree.
• 2+ 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.
#LI-MH1
#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 talentacquisition@fglife.com.
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
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