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.

·       Research and track documents, and resolve service issues with emphasis on a designated function.

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.