Annuity New Business Specialist I

Job title: Annuity New Business Specialist I

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 Workplace, an Iowa Top Workplace 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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