Sr. Life New Business Specialist

1 week ago


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

F&G is hiring a Sr. Life New Business Specialists.

This position provides support to the Life New Business Specialist Team and Manager, focusing on training, quality review, documentation, escalated cases/issues and other projects as assigned while serving as a proactive liaison between producers, their uplines, third-party administrators, Sales, Underwriting, Policyholder Services, Commissions, Contracting & Licensing, Claims, Legal, and Actuarial departments to quickly and independently resolve new business and customer service issues.

Responsibilities Include

  • Creates/Updates procedures and other documentation, as requested
  • Achieves required phone and transaction performance as defined for the Senior Life New Business Specialist
  • Takes part in company projects, as directed
  • Researches and tracks documents to resolve complex service issues with emphasis on a designated function
  • Handle escalated phone calls involving service issues or training needs
  • Proactively keeps producers and uplines up-to-date on product and processing guidelines
  • Resolves problems & guides producers in software usage and web initiatives
  • Resolves moderate to complex sales/operational needs/inquiries as pertains to product clarification, pending new business, supply needs, illustrations, and marketing administration
  • Adheres to company policies and legal requirements regarding sales and product compliance
  • Assists with successful training, ongoing coaching and quality review of Life New Business team members
  • Serves as back-up in Team Lead or Manager's absence, handling work assignments, queue monitoring, and escalated situations

Experience and 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 2 years of life insurance experience
  • Experience handling escalated phone calls involving service issues or training needs
  • Previous experience mentoring other associates and providing feedback regarding the quality of their work
  • Successful completion of Life insurance related education such as LOMA or CLU coursework strongly preferred.

Skills and Abilities

  • Understands how the functional units interact with each other; recognizes business changes within coverage area and the impact
  • Demonstrates ability to build new skills and adapt to new ways of thinking
  • Builds knowledge of customers through collaboration and communication
  • 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
  • Promotes new ideas and ways of working; suggests new techniques, methods and practices
  • Demonstrates proficiency in digital techniques, methods, and tools used at F&G
  • Develops and sustains effective working relationships with a wide range of stakeholders, including team members, virtually and in-person
  • Logically organizes information to identify connections and form a multidimensional view
  • Understands and demonstrates commitment to the departmental vision, strategy, change initiatives and goals
  • Demonstrates awareness of workload and shares updates on availability with manager
  • Seeks challenging assignments and projects
  • Monitors, measures and assesses processes to determine areas of improvement; identifies and eliminates operational waste
  • Understands data and communicates the meaning to leaders
  • Owns responsibility for timely production of deliverables
  • Understands expectations for interaction with vendors for their functional area
  • Assists in deliverable management and coaches junior team members on quality solution delivery
  • Proactively seeks to continue development of regulatory knowledge and able to share this information with team members

Other Requirements:

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

#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.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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