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Open nowPosted 6 days ago

Annuity New Business Specialist I

Fidelity & Guaranty Life Insurance Company26 open roles

Where
Remote
Work mode
Remote
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Your applicationOpen nowAnnuity New Business Specialist IFidelity & Guaranty Life Insurance Company · Remote

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The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market. Fidelity & Guaranty Life Insurance Company postings stay open a median of 1 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 8.0%7 days
  4. 15.0%14 days
  5. 34.2%30 days
This job: posted 6 days ago

Fidelity & Guaranty Life Insurance Company median: 1 days open

The posting

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 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.

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