Job Summary

This position functions as a support role for the life new business specialist teams, including but not limited to assisting the transfer/1035 teams and administrative duties.

Duties and Responsibilities

• Prepare transfer paperwork and letters of acceptance.
• Assist with various administrative tasks to support Life New Business Specialist team workflow.
• Complete follow up calls to other insurance carriers.
• Achieve required phone and transaction performance as defined for the New Business Coordinator
• Adhere to company policies and legal requirements regarding sales and product compliance.

Experience and Education Requirements

• High School Diploma
• 0-1 years of experience working in a service center, sales support team and/or other previous industry experience preferred.

Knowledge, Skills & Abilities

• Demonstrates basic understanding of how F&G is structured and the products/service offerings within respective coverage area.
• Maintains effectiveness in a changing internal environment, such as assignment to a new task or function.
• Handles customer questions and concerns in a timely and professional manner.
• Develops an awareness of workloads, assists team members regardless of who owns the task.
• Begins to develop skillset to frame message to audience appropriately with coaching and guidance.
• 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.
• Demonstrates ability to self-organize, set priorities, and manage workload.
• Demonstrates basic understanding of how current job fits into the organizational vision.
• Develops an awareness of workload and shares updates on availability with manager.
• Understands and works to improve basic processes and systems.
• 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
• Some travel may be required (less than 10%)

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