What are the responsibilities and job description for the Life & Retirement Advocate I position at Horace Mann?
Horace Mann is a purpose-driven company that is passionate about educators. Life & Retirement Advocate I will perform Life and Retirement Core and Auxiliary transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area.
Responsibilities
#VIZI
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
Responsibilities
- Support multiple daily functions via – CK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page center reporting, Microsoft Office, Hyland Onbase, workstation.
- Perform and execute 20% of Core business functions and Auxiliary business functions as assigned while maintaining high quality.
- Effectively and consistently communicate with the field sales team and clients with professional and concise delivery.
- Learn and understand functions of administrative systems, document repositories, workflows, and web-based applications associated with Life and retirement Operations.
- Multitask, collaborate with peers, and execute on highest priorities to be compliant with FINRA, Sec, Department of Insurance regulations and operational service level agreements.
- Actively participate in collaborative work efforts, training, and provide suggestions regarding opportunities for process improvements.
- Learn and demonstrate basic life and retirement product and industry knowledge.
- Understand and adhere to basic compliance, tax regulations, Department of insurance and filed rules.
- Provide updates as required on assigned work to ensure transparency of service-level expectations.
- H.S. Diploma or GED equivalent, required.
- Bachelor’s degree in business/finance-oriented field or comparable experience in business related field, preferred.
- Communicate effectively and professionally with internal business partners, agents/field staff, and clients in both written and verbal communications.
- Understand and adhere to FINRA, SCE, IRS, State Department of Insurance, and internal SOP guidelines.
- $16.00 - $25.00 per hour.
#VIZI
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
Salary : $16 - $25
