- Perform Annuity New Business Specialist functions with high productivity and accuracy
- Handle complex situations and processes, including NY Reg 60 and Suitability
- Suggest, create, and update procedures and documentation with the team lead or manager
- Liaise with producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal, and other departments
- Achieve required phone and transaction performance
- Research and track documents and resolve complex service issues
- Serve as backup for Team Lead or Senior Specialist, including work assignments, queue monitoring, and escalated situations
- Mentor new employees and complete second reviews until quality expectations are achieved
- Handle escalated service-related phone calls
- Keep producers and uplines updated on product and processing guidelines
- Resolve problems and guide producers in software usage and web initiatives
- Resolve moderate to complex sales and operational inquiries related to product clarification, pending new business, supply needs, illustrations, and marketing administration
- Perform other functions, duties, and projects as assigned
Requirements
- AA or BA degree preferred
- Relevant experience considered in lieu of degree
- 3+ 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
- Ability to handle complex situations and processes, including NY Reg 60 and Suitability
- Proficiency in digital techniques, methods, and tools used at F&G
- Regular and punctual attendance
Core Competencies
Demonstrates expertise in handling complex situations and processes within the insurance and financial services industry, with a focus on compliance with NY Reg 60 and Suitability. Proficient in mentoring, documentation, and maintaining high productivity in service-related functions.
Highest-signal resume keywords
- 3+ Years Insurance Experience
- NY Reg 60 Compliance
- Suitability Knowledge
- Life Insurance Education (LOMA/CLU)
- Service Center Experience
Hard Skills
- Annuity New Business Functions
- Complex Problem Resolution
- Document Research and Tracking
- Transaction Performance Management
- Procedure Documentation
Soft Skills
- Mentoring
- Communication
- Team Collaboration
- Customer Service
Certifications & Qualifications
- LOMA Coursework
- CLU Coursework
Industry Keywords
- Insurance Industry
- Financial Services
- Sales Support
- Service Center Operations
- Commissions Contracting
Tools & Technologies
- Digital Techniques and Methods
- Software Usage Guidance
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Annuity New Business Specialist II Arbeitgeber: Jobtailor
Als Front Office Supervisor in unserem dynamischen Team bieten wir Ihnen die Möglichkeit, in einem unterstützenden und freundlichen Arbeitsumfeld zu wachsen. Wir legen großen Wert auf die berufliche Entwicklung unserer Mitarbeiter und bieten regelmäßige Schulungen sowie die Chance, Verantwortung zu übernehmen. Unsere Lage ermöglicht es Ihnen, Teil einer lebendigen Gemeinschaft zu sein, während Sie gleichzeitig die Standards unseres Franchise-Partners einhalten und unseren Gästen einen unvergesslichen Aufenthalt bieten.
