Annuity New Business Specialist

Summary

Join Fidelity & Guaranty Life Insurance Company (F&G) as an Annuity New Business Specialist! This role acts as a liaison between producers, uplines, and third-party administrators to resolve service issues and obtain outstanding application requirements. You will handle customer inquiries, research documents, and proactively update producers on guidelines. Problem-solving and guiding producers in software usage are key responsibilities. The ideal candidate possesses experience in the insurance or financial services industry and demonstrates strong communication and problem-solving skills. F&G offers a flexible work environment with options for in-office, hybrid, and remote work arrangements.

Requirements

Have a minimum of 1 year experience working in the insurance or financial services industry

Responsibilities

• Handle customer questions and concerns in a timely and professional manner
• Be 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
• Perform other functions, duties and projects as assigned
• Maintain regular and punctual attendance

Preferred Qualifications

• Have an AA or BA degree
• Have relevant experience considered in lieu of degree
• Have experience working in a service center, sales support team and/or other previous industry experience
• Have successfully completed Life insurance related education such as LOMA or CLU coursework
• Demonstrate a basic understanding of how F&G is structured and the products / service offerings within respective coverage area
• Demonstrate the ability to build new skills and adapt to new ways of thinking
• Develop and maintain goal-oriented, collaborative and productive, team-driven relationships
• Read verbal, non-verbal and written cues; effectively adjust communication style to suit the needs of different audiences and situations
• Develop awareness of new techniques, methods, and practices
• Demonstrate basic awareness and understanding of digital techniques, methods and tools used at F&G
• Establish working relationships with team members and colleagues
• Ask thoughtful questions to understand business objectives or desired outcomes
• Demonstrate the ability to self-organize, set priorities, and manage workload
• Demonstrate a basic understanding of how current job fits into the organizational vision
• Demonstrate an understanding of basic data concepts
• Accept and own assigned project tasks; understand impact within the team or organization
• Understand expectations for interaction with vendors for their functional area
• Contribute to deliverables by executing work and providing team members with appropriate status updates
• Demonstrate risk awareness and understand risk mitigation strategies

Benefits

Ability for in-office, hybrid and remote work arrangements