Hybrid Agency Services Specialist na Sammons Financial Group
Sammons Financial Group · West Des Moines, Estados Unidos Da América · Hybrid
- Junior
- Escritório em West Des Moines
Overview:Provide accurate and timely commissions/contracting related support to agents and business partners by responding to inquiries through various communication channels while delivering "Best in Class" Customer Service. Process requests timely with a high level of quality. Support management and team members by resolving escalated issues to ensure completion. Provide guidance to team and other business partners.Responsibilities:• Answer a variety of front line/agent facing related requests for all companies while handling with relevancy and accuracy during peak volumes of work in a fast paced, time-sensitive environment.
• Develop and maintain a comprehensive knowledge base of Agency Services including but not limited to: agent set-up and New Business requirements, agent contracting requirements/regulations, product level commissions calculations, bonus structures and new business requirements/regulations.
• Ability to learn and manage tasks across various platforms and systems.
• Meet the required department service standards on a consistent basis. (i.e. individual productivity, processing quality, turnaround time, etc.)
• Maintain multiple job functions such as e-mails, notating files and standard processing in multiple systems while being flexible between high and low business volumes.
• Maintain assigned job functions related to Agency Services transactions including but not limited to: agent contracting set-up, updates to agent information and contracts, annualization and EFT, manage reports, research complex scenarios/inquiries, tax reporting, agent adjustments and agent bonuses.
• Responsible for responding to internal/external business partners and third parties in verbal and written communication using a professional, articulate manner and friendly approach.
• Properly document all action steps and relevant detailed information in system pertaining to processing inquiries.
• Acquire general working knowledge of each department’s job function and all designated service level agreements to manage end user expectations.
• Identify, communicate and proactively work to solve problems or issues before a service breakdown or complaint occurs.
• Work in partnership with distribution partners and internal departments to resolve agent contracting and commission issues and drive customer satisfaction.
• Report escalated issues to senior specialist and/or leadership and log incidents as necessary.
• Demonstrate accountability to ensure necessary corrections are made to resolve problems or complaints.
• Navigate and provide direction to agents to access information via external websites and troubleshoot website display errors.
• Assist management with determining and implementing efficient workflow methods.
• Provide trends and feedback to department leadership to be shared with division and senior leadership, as received through communications with agents. Openly discuss concerns within the area and/or team and provide ideas for improvement. Look for ways to improve a process and/or procedure and openly discuss your thoughts.
• Acquire and maintain working knowledge of company products. This includes staying familiar with the most up-to-date changes to procedures as well as completing any required training courses.
• Drive personal development by independently initiating development opportunities and continued learning.
• Promote teamwork by supporting team members and sharing knowledge; provide feedback and coaching ideas for peer mentoring and personal development.
• Participate in regular team meetings and training sessions.
• 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 $34,229.00 - USD $71,311.00 /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.) Candidatar-se agora
• Develop and maintain a comprehensive knowledge base of Agency Services including but not limited to: agent set-up and New Business requirements, agent contracting requirements/regulations, product level commissions calculations, bonus structures and new business requirements/regulations.
• Ability to learn and manage tasks across various platforms and systems.
• Meet the required department service standards on a consistent basis. (i.e. individual productivity, processing quality, turnaround time, etc.)
• Maintain multiple job functions such as e-mails, notating files and standard processing in multiple systems while being flexible between high and low business volumes.
• Maintain assigned job functions related to Agency Services transactions including but not limited to: agent contracting set-up, updates to agent information and contracts, annualization and EFT, manage reports, research complex scenarios/inquiries, tax reporting, agent adjustments and agent bonuses.
• Responsible for responding to internal/external business partners and third parties in verbal and written communication using a professional, articulate manner and friendly approach.
• Properly document all action steps and relevant detailed information in system pertaining to processing inquiries.
• Acquire general working knowledge of each department’s job function and all designated service level agreements to manage end user expectations.
• Identify, communicate and proactively work to solve problems or issues before a service breakdown or complaint occurs.
• Work in partnership with distribution partners and internal departments to resolve agent contracting and commission issues and drive customer satisfaction.
• Report escalated issues to senior specialist and/or leadership and log incidents as necessary.
• Demonstrate accountability to ensure necessary corrections are made to resolve problems or complaints.
• Navigate and provide direction to agents to access information via external websites and troubleshoot website display errors.
• Assist management with determining and implementing efficient workflow methods.
• Provide trends and feedback to department leadership to be shared with division and senior leadership, as received through communications with agents. Openly discuss concerns within the area and/or team and provide ideas for improvement. Look for ways to improve a process and/or procedure and openly discuss your thoughts.
• Acquire and maintain working knowledge of company products. This includes staying familiar with the most up-to-date changes to procedures as well as completing any required training courses.
• Drive personal development by independently initiating development opportunities and continued learning.
• Promote teamwork by supporting team members and sharing knowledge; provide feedback and coaching ideas for peer mentoring and personal development.
• Participate in regular team meetings and training sessions.
• 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 Preferred
- Comprehensive knowledge of all major departmental functions and related systems
- Good understanding of the insurance industry including applicable laws and reporting requirements
- Ability to communicate effectively and tactfully with internal and external business partners
- Strong interpersonal skills include respect, patience, approachability, flexibility and ability to handle interruptions and multiple tasks on a daily basis
- Knowledge of and ability to maneuver through multiple information screens
- High degree of decision making ability using tact and good judgment
- Demonstrate professionalism and an aptitude for problem resolution
- Strong organizational skills
- Strong problem solving skills
- Ability to work efficiently and independently or in a team environment
- Able to adapt to frequent change
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 $34,229.00 - USD $71,311.00 /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.) Candidatar-se agora
