Overview: Responsible to provide customer service to Agents, Policyowners, Beneficiaries, Attorneys, and various other authorized parties through professional verbal communication skills for both the life and annuity lines of business. Handle all incoming initial notification of claim calls by researching and reviewing the policy/contract data file to determine coverage under the policy provisions and to whom policy benefits are payable. Adhere t...
Overview: Under general direction, formulates and defines system scope and objectives. Devises or modifies procedures to solve complex problems considering computer equipment capacity and limitations, operating time and form of desired results. Prepares detailed specifications to write programs. Designs, codes, tests, debugs, documents and maintains those programs. May be competent to work on and responsible for nearly all phases of applications ...
Overview: Request and review claims requirements in order to determine coverage and finalize settlement of policy/contract benefits as they are payable in accordance with policy provisions, state and federal legislation and company stated compliance and business requirements. Responsible to complete the follow up on outstanding claim requirements with Agents, Policy Holders, Beneficiaries and Attorneys using professional verbal and written commun...
Overview. Join Sammons Financial Group as an HR Talent Development Specialist. In this role, you’ll be responsible for learning management, leader development program, culture curriculum and/or organizational effectiveness. Responsibilities. Apply knowledge in center of expertise to administer and manage functional programs, policies and processes and deliver a high-quality employee experience. Apply expert knowledge in center of expertise to acc...
What You Can Expect In This Role. Responsible for performing detailed research and review of regulatory requirements and addressing changes for the industry as required. This may include reviewing, investigating, and responding to regulatory and client initiated complaints, performing agent investigations and/or ensuring advertising compliance with fixed, indexed and variable life and annuities. Responsible for incoming and outbound communication...
What You Can Expect In This Role. Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession and retirement planning sales strategies. Maintain Advanced Markets reference materials and update, develop and deliver Advanced Markets promotional and educational materials and programs. What You'll Do In This Role. Provide high-end case design capabilities in combination ...
What You Can Expect In This Role. Responsible for the management and coordination of compliance activities in support of Sammons Financial Group Companies' securities operations. Represent the Securities Compliance Department in Business Unit and Compliance initiatives, providing strategic guidance to business partners and team members regarding areas of responsibility and securities compliance matters. What You'll Do In This Role. Review and ana...
What You Can Expect In This Role. Analyze and apply all federal and state statutory withholding requirements, and unclaimed property for all Companies and lines of business. Executing federal and state withholding deposits, and unclaimed property filings and required mailings according to statutory requirements. Recognize, research and recommend resolution to tax withholding issues. Assist with filing of Information Reporting Forms (1099R, 5498, ...
What you can expect as a Case Manager- Life Insurance. This Person provides professional, accurate, timely, and accountable service to distribution partners and internal/external contacts, with a focus on efficient and effective end to end processes. Work with, navigate within, and understand complex computer systems while maintaining high quality work. Responsibilities include but are not limited to: application and risk assessment, case managem...
