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Remote Life New Business Specialist II bei Fidelity & Guaranty Life Insurance Company

Fidelity & Guaranty Life Insurance Company · Vereinigte Staaten Von Amerika · Remote

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Job Summary

This position provides support to the Life New Business Specialist Team and Manager, focusing on escalated cases/issues while serving as a liaison between producers, their uplines (IMOs), 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. 

Duties and Responsibilities

  • Achieves required phone and transaction performance as defined for the Life New Business Specialist II.
  • Researches and tracks documents to resolve complex service issues with emphasis on a designated function.
  • Participates in UAT testing, as directed.
  • 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.
  • Serves as a role model to the team demonstrating exemplary attendance and positive attitude.
  • Mentors new employees and completes 2nd reviews when requested.
  • Serves as back-up in Team Lead/Senior Life New Business Specialist’s absence, handling work assignments, queue monitoring, and escalated situations or phone calls.

Experience and Education Requirements

  • AA or BA degree preferred.
  • Relevant experience considered in lieu of degree.
  • 3+ years of experience working in the insurance or financial services industry.
  • Experience working in a service center, sales support team and/or other previous industry experience preferred.
  • Successful completion of Life insurance related education such as LOMA or CLU coursework preferred.

Knowledge, Skills & 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.
  • Seeks challenging assignments and projects.
  • Understands and demonstrates commitment to the departmental vision, strategy, change initiatives and goals.
  • Demonstrates awareness of workload and shares updates on availability with manager.
  • 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%)

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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 [email protected]

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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