Posted:
10/21/2024, 7:12:24 AM
Location(s):
Iowa, United States ⋅ California, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Business & Strategy ⋅ Sales & Account Management
Workplace Type:
Hybrid
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.
· 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.
Risk Responsibilities: ● Adheres to company policies and legal requirements regarding sales and product compliance.
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Key Skills & Abilities |
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Core |
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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 |
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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 |
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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. |
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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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Website: https://www.fglife.com/
Headquarter Location: Des Moines, Iowa, United States
Employee Count: 251-500
Year Founded: 1959
IPO Status: Public
Last Funding Type: Post-IPO Debt
Industries: Financial Services ⋅ Insurance