What are the responsibilities and job description for the Annuity New Business Specialist position at Fidelity & Guaranty Life Insurance Company?
Job Description
Job Description
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
Knowledge, Skills & Abilities
Other Requirements
LI-MH1
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.
1 Top Workplaces USA 2022 – 2023
2 Des Moines Register Top Workplaces 2018 – 2022
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