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Annuity Business Development Specialist
2 months ago
The Annuity Specialist is a key member of our team at Insight Global, responsible for ensuring our distribution partners have a seamless and satisfying experience with our organization.
This role requires a strong work ethic, excellent communication skills, and the ability to build lasting relationships with our partners.
Key Responsibilities- Manage Correspondence and Requests: Respond promptly and effectively to all correspondence and requests from distribution partners, ensuring timely resolution and follow-up as needed.
- Product and Operational Knowledge: Maintain in-depth knowledge of all products and operational procedures, including business rules and Qualified/IRA rules as they apply to Annuities.
- Relationship Building: Foster strong, personalized relationships with distribution partners, providing exceptional service and support to meet their needs.
- Technical Assistance: Provide technical support to producers and organizations, ensuring a smooth onboarding process and effective use of our onboarding portal, illustration system, and e-application.
- Analysis and Improvement: Collaborate with management to analyze products, services, and business processes, identifying opportunities for improvement and proposing solutions to enhance partner satisfaction.
- Product Promotion: Actively promote our products and services, highlighting their value and benefits to our distribution partners.
- Change Agent: Serve as a champion for our digital platforms, promoting their use and benefits both internally and externally.
- Communication and Collaboration: Maintain open lines of communication with management, colleagues, and partners, ensuring a collaborative and respectful work environment.
