Supervisor, Annuity New Business
Fidelity & Guaranty Life Insurance CompanyRemote · Posted 16 days agoDescription
Job Summary
This position provides leadership to the annuity new business case management team, which serves as the point of contact for our agents, agencies, and IMOs. This individual will research, document and resolve agent inquires, as well as handle escalations and exceptions. The supervisor is also responsible for identifying methods to improve overall service levels and performance. This position will support the F&G annuity distribution channels and will have contact with various levels of management, our TPAs, and our agent field force and their uplines.
Duties and Responsibilities
- Serve as a liaison between agents, IMOs, TPAs, Suitability, Sales, Commissions Contracting & Licensing, Legal, and other departments as needed.
- Manage incoming annuity new business assigned to the annuity case management team.
- Ensure the proper processes/metrics and controls are in place to measure accuracy, timeliness and quality of case management processes.
- Ensure team achieves required phone and transaction performance.
- Represent annuity operations through active participation in various department and company initiatives, committees and special projects. These include process improvement efforts, agent communication and product development.
- Review, analyze, monitor and maintain reports of associate activities.
- Handle escalated phone calls involving service issues or training needs.
- Research and track documents, and resolve complex service issues with emphasis on a designated function.
- Resolves problems and guides producers in software usage and web initiatives.
- Resolves moderate to complex sales/operational needs/inquiries as it pertains to product clarification and pending new business processes.
- Lead and manage the annuity case management team, continuously improving our ability to quickly resolve outstanding requirements and issue pending annuity business.
- Create and manage performance standards & reviews.
- Schedule and monitor the successful training of team members.
- Conduct monthly face-to-face status updates with each member of the team seeking process improvement suggestions, discussing employee development plans, addressing concerns, and gaging overall employee engagement.
Experience and Education Requirements
- AA or BA degree preferred.
- Relevant experience considered in lieu of degree.
- 6+ years of experience working with an annuity case management team, with emphasis on processing or call center management, and/or other previous industry experience.
- 2+ 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 with 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.
- Maintains industry regulatory knowledge.
Other Requirements
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Some travel may be 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 talentacquisition@fglife.com.
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
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.
Similar jobs
Job Summary This position plays a key role in the organization by managing business application solution delivery in support of F&G’s strategic goals and objectives. A sizable component of the position is leading tec…
Job Summary The VP, Assistant Treasurer will serve as a key member of the Finance leadership team and is responsible for developing and executing enterprise-wide liquidity, funding and capital markets strategies that sup…
Est. 80,000 USD
Job Summary This position, while responsible for developing new and existing relationships and will provide equal level of pro-active, high-end support to the National Accounts VP and key Specialty Brokerage accounts. Un…
Est. 85,000 USD
Job Summary The purpose of this Sr. Business Analyst position is to facilitate the analysis, design, and implementation of eApplication (Electronics Order Entry) platform solutions. These solutions will support internal…
Job Summary The Director will lead the production and ongoing management of investment-related deliverables for the Company’s institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Note…
Est. 120,000 USD
Job Summary The Actuary's primary responsibility is to maintain actuarial models used at F&G and managing the governance and controls around the actuarial model change management process. This position is a Director…
Job Summary This position is responsible for executing model change management processes in compliance with established governance policies and procedures. This position will collaborate with various teams to understand,…
Est. 150,000 USD
Job Summary The Director, Hedging is responsible for supporting and executing the development and enhancement of hedging strategies and analytical capabilities across the derivatives portfolio to guide F&G's derivati…
Est. 140,000 USD
The AVP, Enterprise Outsourcing Effectiveness is a critical, strategic role accountable for enterprise outsourcing outcomes including strategic alignment, performance and quality, risk and compliance, and cost effectiven…
Est. 95,000 USD
Job Summary We are seeking a Senior QA Analyst to help lead a transformation of our Quality Engineering practice. This visible role oversees test deliverables and contract testers, while driving domain quality strategy,…
Est. 79,824 USD
Job Summary The Sr. Desktop Analyst provides hardware, software, and application support for Windows and Mac devices and conducts desktop and laptop imaging and software deployment. In addition, this role will manage rel…
Est. 80,000 USD
Job Summary The Investment Analyst will support the Director, Investments to help produce all investment related deliverables, including researching new investment ideas, strategic- and tactical asset allocation, and day…
Job Summary The Sr. Software Engineer - External Data Integrations will code, test, and document software solutions and perform tests to validate the code. This role will write progressively complex code and independentl…
Est. 120,000 USD
Job Summary Actuary, Model Validation develops and maintains our Microsoft Excel based model validation tools for various use cases and product lines. The tools are essential to our governance process and need to be main…
Est. 115,000 USD
Job Summary The Manager, Accounting Advisory – Investments will be part of the Accounting Advisory team at F&G, which is responsible for ensuring compliance with GAAP and Statutory reporting for F&G and its insur…
Est. 85,000 USD
Job Summary This position is a senior level position performing various duties related to the financial reporting process for Fidelity & Guaranty Life and subsidiaries. Areas of responsibility include preparation of…
Please submit a general application to let us know what you're interested in, thanks!Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the abilit…
Est. 120,000 USD
Job Summary The Actuary, Asset Projections is responsible for supporting the production, analysis, and communication of inforce and scenario-based asset projections. This role ensures that asset projection modeling deliv…
Est. 85,000 USD
Job Summary The Sr. Investment Accountant is responsible for performing various duties related to accounting and reporting for investments. This position is part of the Close and Analysis team within the organization’s I…
Est. 129,500 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 83,300 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 87,213 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 80,000 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 83,250 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 86,250 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 44,880 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 80,000 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 131,813 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 124,875 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…
Est. 26,000 USD
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have…