F&G is hiring for a Supervisor, Life New Business.
Job Summary
This position leads a Life New Business team that serves as the point of contact for our agents, agencies, and IMOs. This position functions as a reactive and proactive liaison between agent inquiries relating to a Life Product, Illustrations, New Business, and Underwriting questions. This individual will research, document, and resolve agent inquiries with emphasis on the Life New Business Function.
Duties and Responsibilities
- Manage and distribute incoming Life new business for the Life New Business team.
- Schedule and monitor phone coverage for all inbound calls,
- Ensure Life Case Management achieves required phone and transaction performance.
- Review, analyze, monitor, and maintain reports of associate activities. Analysis of these reports will be provided to the Director, Life New Business.
- Participate in the development and implementation of Business Continuity Planning for the Life New Business Team.
- Research and track documents and resolve complex service issues with emphasis on a designated function.
- Handles escalated phone calls involving service issues or training needs.
- Resolves problems and guides producers for all Life New Business and Presale software usage and web initiatives.
- Resolves moderate to complex sales/operational needs/inquiries as it pertains to product clarification, pending new business, supply needs, and illustrations
- Adheres to company policies and legal requirements regarding sales and product compliance.
- Lead and manage Life New Business team that proactively responds to all Life New Business and presale inquiries from our distribution partners.
- Schedule and monitor the successful training of Life New Business team members.
- Create and manage Life New Business team member performance standards and reviews.
- Conduct monthly face-to-face status updates with each member of the Life New Business team seeking process improvement suggestions, discussing employee development plans, addressing concerns, and gaging overall employee job satisfaction.
- Maintain PTO schedule for Life New Business team.
Experience and Education Requirements
- AA or BA degree preferred.
- Relevant experience considered in lieu of degree.
- 6+ years of experience working with a life case management team, with emphasis on processing or call center management, and/or other previous industry experience.
- 1+ years in a leadership capacity.
- Demonstrated strong customer relationship management, with previous experience directly working with agents/IMOs, and servicing skills as well as internal corporate relationship management capabilities.
- Successful completion of Life insurance related education such as LOMA or CLU coursework strongly preferred.
Knowledge, Skills & Abilities
- Understands how respective coverage area operates within the context of the industry.
- Quickly processes information and develops solutions in real-time, with practical, measurable business benefits (i.e., thinks on one’s feet).
- Proactively identifies opportunities to serve the customer.
- Drives effective communication and information exchange among functional areas.
- Reads a wide range of audiences and situations and quickly adjusts communication style accordingly; selects appropriate communication channel and tone to deliver tough messages.
- Identifies opportunities to use innovative processes.
- Ability to coach and mentor colleagues on digital techniques and accelerators used at F&G.
- Seeks opportunities to cultivate relationships with established contacts in their network.
- Provides guidance on what information to gather to achieve business objectives and how to efficiently obtain information that is not easily available.
- Proactively suggests challenging and relevant opportunities for others to develop key knowledge, skills and abilities.
- Understands and demonstrates commitment to the departmental vision, strategy, change initiatives and goals.
- Makes decisions and sets priorities; involves others in decisions that impact them when appropriate.
- Leads/participates in process improvement activities.
- Identifies and drives quantitative analysis.
- Owns responsibility for timely production of deliverables.
- Supports monitoring of vendor performance; identifies and escalates issues; develops processes to maximize vendor performance.
- Demonstrates ability to develop solutions in real time with practical, measurable business benefits; supports long term business unit or department planning.
- Demonstrates ability to develop solutions in real time with practical, measurable business benefits; supports long term business unit or department planning.
Other Requirements
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Some travel may be required (less than 10%)
#LI-Remote #LI-MB1
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
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