Annuity Premier Case Manager

1 week ago


Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time
Job DescriptionJob Description

F&G is hiring for an Annuity Premier Case Manager. This position serves as the single point of contact for the company's top producing annuity agents or financial institutions. This position functions as a proactive liaison between the agents, distribution partners, third-party administrators, Sales, Legal, Claims, and Actuarial departments to resolve annuity new business and customer service issues. This individual will conduct appropriate customer outreach to solicit feedback to improve customer service and customize service solutions.

As an Annuity Premier Case Manager, you will:

  • Establish professional relationship with agents or distribution partners, as well as key administrative staff to facilitate proper business flow between various business units.
  • Provide phone coverage for inbound calls as scheduled and complete outbound calls as assigned for projects, relationship building, and to resolve issues with new business applications.
  • Review new business applications for agents and serve as the primary owner for a submitted application from the time the case is submitted to the point the case is issued.
  • Understand key operational process flows, controls, compliance criteria and resolve complex new business and policy holder service issues.
  • Achieve required phone and transaction performance as defined for the Key Account Specialist I.
  • Implement an effective communication plan based on agent preferences.
  • Serve as a liaison between agents and Policy holder Services, Commissions Contracting & Licensing, Legal, third party administrators, and other internal departments as needed.
  • Resolve moderate to complex operational issues pertaining to product clarification and illustrations.
  • Keep agents up-to-date on products and services, marketing programs, compliance regulations, and industry developments.
  • Resolve problems and guide agents in software usage and web initiatives

Experience & Education Requirements

  • AA or BA degree preferred.
  • Relevant experience considered in lieu of degree.
  • 4+ years of experience working in the insurance or financial services industry preferred. At least 1 year of annuity experience.
  • Experience handling escalated phone calls involving service issues or training needs.
  • Successful completion of Life insurance related education such as LOMA or CLU coursework strongly preferred.

Other Requirements:

  • Perform other functions, duties and projects as assigned
  • Regular and punctual attendance
  • Some travel required (less than 10%)

#LI-BR1

#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

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.



  • West Des Moines, Iowa, United States TEKsystems Full time

    Job Title: Annuity Processing Specialist at TEKsystemsQualifications:- 1+ year of experience in annuity processing- Ability to work until 6:30pm CSTDescription:Seeking candidates with solid processing experience who have excelled in meeting high production and quality standards.Expected to maintain a 90% quality rate and process 18-22 cases daily.Experience...

  • Sr. Data Analyst

    1 week ago


    Des Moines, Iowa, United States Diverse Lynx Full time

    Role name: Developer/Analyst-Pension Risk Transfer Role Description: ? Over 6 years of proven track record in business system data analysis and progressive responsibilities? Proficient in working with financial accounting, Annuity insurance data, and Pension Risk Transfer (PRT) data? Strong command of SQL ? Awareness of Github, AWS Cloud Fundamentals, AWS...

  • Case Manager

    1 week ago


    Des Moines, Iowa, United States Link Associates Full time

    $2,000 HIRING BONUS.POSITION: Case Manager-Case CoordinatorPOSITION SUMMARY: Coordinate eligibility and intake process for persons served. Facilitate the development of the Comprehensive Consumer Service Plan (CCSP). Assist persons served in obtaining appropriate services, and crisis intervention. Mediate conflict related to the services for persons served;...


  • Des Moines, Iowa, United States MetLife Full time

    Description and Requirements Role Value Proposition: Global Operations (Global Ops) focuses on creating positive experiences for MetLife customers and helping the company make the best use of its global resources. We're looking for unique talent with fresh perspectives that can propel innovation. In this role your overall function will be to support our...


  • Des Moines, Iowa, United States MetLife Full time

    Description and Requirements Role Value Proposition: Global Operations (Global Ops) focuses on creating positive experiences for MetLife customers and helping the company make the best use of its global resources. We're looking for unique talent with fresh perspectives that can propel innovation. In this role your overall function will be to support our...


  • Des Moines, Iowa, United States Bethany Christian Services Full time

    Full-Time and Part-Time Opening. Bethany is changing the world through family. We began our work by serving one child more than 75 years ago. Today, Bethany is an international Christian nonprofit partnering with communities in more than 30 states an Case Manager, Manager


  • Des Moines, Iowa, United States DW Simpson Full time

    A time-tested life company on solid financial footing seeks an ASA/FSA with 4+ years of experience to step into their open position of Senior Associate Actuary. The duties of this role are to analyze pricing for annuity inforce business, evaluation of product profitability, and analysis of Retirement products and recommendations. The right candidate for this...


  • Des Moines, Iowa, United States Athene Holding Ltd. Full time

    We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't...


  • Des Moines, Iowa, United States Athene Holding Ltd. Full time

    We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't...


  • Des Moines, Iowa, United States Athene Holding Ltd. Full time

    We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't...


  • Des Moines, Iowa, United States Global Atlantic Financial Group Full time

    **We are conducting interviews over video. Our employees can voluntarily return to our office, and some positions may be required to be in office. (we will share that at the interview) For most roles, we are fully supporting remote work through July 2021.** **COMPANY OVERVIEW** Global Atlantic is one of the fastest growing companies in the Life and Annuity...


  • Des Moines, Iowa, United States Catholic Charities Full time

    Job DescriptionJob DescriptionDescription:The Refugee Wellness Case Aide supports the Refugee Wellness Case Manager in coordinating medical care for all refugee clients of Catholic Charities of Des Moines (CCDM). This role involves transporting refugee clients to medical appointments and providing direct service during their initial 90 days in the US, as...

  • Manager, Training

    1 week ago


    Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    F&G is hiring Manager, Training & Development. This role is responsible for the design, delivery, and ongoing management of high-impact learning and development programs that support F&G's strategy. This role's focus is on the development needs throughout the employee lifecycle including onboarding, upskilling and manager capabilities. This position reports...


  • Des Moines, Iowa, United States Global Atlantic Financial Group Full time

    **Customer Service Representative** at Global Atlantic Financial Group Des Moines, Iowa, United States Pursuant to Company policy, all employees are required to be vaccinated for COVID-19 to access GA facilities. Currently, most of our interviews will occur over video. All offices are currently open, and our employees are back 4 or 5 days a week in NY and 3...

  • QA Analyst

    1 week ago


    West Des Moines, Iowa, United States Diverse Lynx Full time

    QA AnalystWest Des Moines, IAPermanentJD:Technical/Functional Skills3+ years QA experienceProficiency in manual testing methodologies and techniques, including functional, regression and end-to-end integration testing.Strong communication skills to collaborate with developers, BSA s and other onshore team members.Experience collaborating effectively with...


  • Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    Job Description Job Description F&G is looking to hire for a Manager, Content MarketingThe Manager, Content Marketing will be responsible for leading the development of marketing plans, campaign development and tracking results in support of the protection segment's goals for the life insurance portfolio. This position will plan, create, and execute...


  • Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    Job DescriptionJob DescriptionF&G is looking to hire for a Sr. Software Engineer (Salesforce Data Loader & Sales Tools)The Sr. Software Engineer (Salesforce Data Loader & Sales Tools) position will be responsible for maintaining and enhancing F&G's custom Salesforce data loader application and for supporting additional data and application integration...


  • Des Moines, Iowa, United States Iowa Department of Administrative Services Full time

    NE Regional Community Integration Manager - Medicaid LTSSAbout the Job:Are you ready to take on a rewarding role as a NE Regional Community Integration Manager for Medicaid Long-Term Services and Supports (LTSS) in the State of Iowa? If you have a passion for providing guidance and support to individuals transitioning to community-based care settings, this...


  • Des Moines, Iowa, United States LocumJobsOnline Full time

    LocumJobsOnline is working with to find a qualified Anesthesiology CRNA in IowaAbout The PositionA facility is seeking a CRNA for locum tenens coverage.The facility is located west of Des Moines, Iowa.The schedule is Monday - Friday from 7:00am - 4:30pm. The EMR system is EPIC. The required procedures include primarily asa 1 and asa 2 level patients and...

  • Procurement Manager

    1 week ago


    Des Moines, Iowa, United States Ryan Companies US, Inc. Full time

    Company Info With more than 80 years in business and 16 offices (and growing), Ryan offers comprehensive commercial real estate solutions to customers across the US. We bring a collaborative, relationship-driven approach to delivering spaces where people thrive and businesses succeed. Join a company with an outstanding culture and competitive benefits. At...