Annuity New Business Workflow Coordinator

3 weeks ago

Montpelier, United States National Life Group Full time

**Annuity New Business Workflow Coordinator**

**Job Summary**:
The NB Workflow Coordinator proactively plans and manages departmental workflow (Suitability team, Transfers, Large Case & Annuity CM) to drive productivity and seamless service excellence for NLG customers and agents. This person educates new business managers to ensure clear understanding of the workflow plans and results, working closely with leadership across the operational department and the data analytic team to ensure thoughtful, data driven plans are in place to meet Service Level Agreements. This position focuses on understanding current and future technology direction to ensure strategic alignment is maintained.

**Key Responsibilities**:

- Manages day-to-day workflow for the department and adjusts resource allocations as needed to meet customer expectations
- Assists in decision-making concerning resource utilization and proactively makes recommendations to maintain service level expectations
- Utilizes statistical data and reporting and forecasting tools to anticipate changing business needs and future planning requirements.
- Identifies, analyzes, and interprets _business/workflow_ trends, using complex data sets to drive fact-based solutions. Synthesizes data and reporting into useful information to take proactive, informed steps in managing New Business performance/volumes.
- Independently analyzes past _business process_ _performance_ to develop thoughtful, creative solutions for the future and actively informs and educates leader team on findings and recommendations
- Uses a deep understanding of distribution partners, strategic goals, and critical closes/contests to appropriately plan resources and ensure the throughput necessary to process the business.
- Participates on cross-collaborative projects between various business units, communicating and coordinating with all organizational levels, to ensure forward business momentum
- Maintains foundational knowledge within the queues. Has mastery understanding of how work moves through queues and why.

**Job Requirements**:

- Bachelor’s degree preferred, and 3-5 yrs. of relevant work experience.
- Annuity industry experience required

**Factors that lead to success in this role**:

- You readily take on challenges, stepping up to handle tough situations and portray a can-do attitude (Action-Oriented)
- You can clearly convey your message verbally and written (Communicates effectively), and demonstrates strong listening skills
- You are aware of your strengths, weaknesses, opportunities, and limitations while continually seeking feedback to improve yourself (Demonstrates self-awareness)
- You get excited and feel rewarded, for helping people (Customer Focus)
- You bounce back from setbacks easily (Being Resilient)
- You tackle tough assignments, face difficult issues, and challenge the status quo with courage (Courage)
- You readily, and easily, adapt to people and situations, using appropriate empathy (Situational Adaptability, Empathy)
- You ask the right questions, often from multiple sources, to accurately analyze situations, seeking to understand the root cause of problems (manages complexity/problem solving)
- You are great at multi-tasking in a fast-paced, production environment and are technology savvy (web searches, MS Office, databases, and Mainframes)

**The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.**:
**Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.**:
**National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc.,

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