Corporate Markets Specialist bei Sammons Financial Group
Sammons Financial Group · Fargo, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Fargo
Overview:The Corporate Markets Specialist is responsible for performing all administrative and service functions for all Corporate Markets distributors and policy owners including handling the group administration.Responsibilities:• The incumbent will deliver customer service to distributors and policyowners that meet or exceed customer expectations. This includes but is not limited to processing and managing all policy changes, service and general inquiry of all types, phone inquiries, projections, and any other service functions associated with this distribution system.
• The incumbent will perform group contract administration activities:a.Daily process group files ensuring proper accounting entries and commission changes are made.b.Audit group commission statements monthly and group commission accounts when requested for accuracy.c.Process files according to company guidelines for group new issue and group policy changes.
• The incumbent will process new and renewal premiums for groups and individual policies.
• The incumbent is responsible for aiding in conservation strategies through proactive identification of policies at risk and notification of potential competition as well as special project work.
• The incumbent will process annual statements twice per calendar year. This includes preliminary system testing to identify necessary modifications, reviewing attention statements and making the appropriate corrections as well as managing the mailing process within prescribed timeframes.
• The incumbent will maintain and update the interest rate file and par rate file as needed.
• The incumbent is responsible for defining, implementing, and testing system requirements for all Corporate Markets products.
• The incumbent is required to work on special projects as requested throughout the year.
• The incumbent will manage relationships with distributors via quality service and face-to-face meetings to set expectations.
• The incumbent is accountable for maintaining current knowledge through the Capital Administration Group.
• The incumbent will serve as back up to other positions within the department during absence or as increased needs arises. Positions include but not limited to New Business and Contracting and Licensing.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.Qualifications:
Company Information:•Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
•Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
•Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
•Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
•Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.Pay Range:USD $31,718.00 - USD $52,864.00 /Yr.Pay Transparency Verbiage:Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.Work Authorization/Sponsorship:At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Jetzt bewerben
• The incumbent will perform group contract administration activities:a.Daily process group files ensuring proper accounting entries and commission changes are made.b.Audit group commission statements monthly and group commission accounts when requested for accuracy.c.Process files according to company guidelines for group new issue and group policy changes.
• The incumbent will process new and renewal premiums for groups and individual policies.
• The incumbent is responsible for aiding in conservation strategies through proactive identification of policies at risk and notification of potential competition as well as special project work.
• The incumbent will process annual statements twice per calendar year. This includes preliminary system testing to identify necessary modifications, reviewing attention statements and making the appropriate corrections as well as managing the mailing process within prescribed timeframes.
• The incumbent will maintain and update the interest rate file and par rate file as needed.
• The incumbent is responsible for defining, implementing, and testing system requirements for all Corporate Markets products.
• The incumbent is required to work on special projects as requested throughout the year.
• The incumbent will manage relationships with distributors via quality service and face-to-face meetings to set expectations.
• The incumbent is accountable for maintaining current knowledge through the Capital Administration Group.
• The incumbent will serve as back up to other positions within the department during absence or as increased needs arises. Positions include but not limited to New Business and Contracting and Licensing.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.Qualifications:
- Bachelor's Degree or equivalent work experience in the life industry Required
- Customer Service experience is critical in this position to service customers with honesty, respect, and integrity Required
- Must be flexible to adapt quickly to change, possess strong technical, analytical and problem-solving skills to identify solutions to various situations and manage multiple priorities within stated timeframes.
- Oral and written communication skills, including presentation skills.
- Must possess strong interpersonal and relationship building skills.
- Competency with mainframe and PC technology.
- Must also be able to develop administrative procedures that are clear, concise, and follow the contract language.
- Able to contribute to and share resources within a team environment.
Company Information:•Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
•Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
•Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
•Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
•Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.Pay Range:USD $31,718.00 - USD $52,864.00 /Yr.Pay Transparency Verbiage:Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.Work Authorization/Sponsorship:At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Jetzt bewerben
