Annuity New Business Specialist I

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 - AA or BA degree preferred. - Relevant experience considered in lieu of degree. - Minimum of 1 year 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. Knowledge, Skills & Abilities - Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area. - Ability to build new skills and adapt to new ways of thinking. - Develops and maintains goal-oriented, collaborative and productive, team-driven relationships. - Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations. - Develops awareness of new techniques, methods, and practices. - Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G. - Establishes working relationships with team members and colleagues. - Asks thoughtful questions to understand business objectives or desired outcomes. - Ability to self-organize, set priorities, and manage workload. - Basic understanding of how current job fits into the organizational vision. - Understands basic data concepts. - Accepts and owns assigned project tasks; understands impact within the team or organization. - Understands expectations for interaction with vendors for their functional area. - Contributes to deliverables by executing work and providing team members with appropriate status updates. - Demonstrates risk awareness and understands risk mitigation strategies. Other Requirements - Perform other functions, duties and projects as assigned - Regular and punctual attendance - Minimal travel 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 [email protected]. 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.