Job Description
Job Summary
This position functions as a support role for the life and annuity new business specialist teams, including but not limited to assisting the transfer/1035 teams and administrative duties.
Duties and Responsibilities
- Prepare transfer paperwork and letters of acceptance.
- Assist with various administrative tasks to support Life and Annuity New Business Specialist team workflow.
- Complete follow up calls to other insurance carriers.
- Achieve required phone and transaction performance as defined for the New Business Coordinator
- Adhere to company policies and legal requirements regarding sales and product compliance.
Experience and Education Requirements
- High School Diploma
- 0-1 years of experience working in a service center, sales support team and/or other previous industry experience preferred.
Knowledge, Skills & Abilities
- Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area.
- Maintains effectiveness in a changing internal environment, such as assignment to a new task or function.
- Handles customer questions and concerns in a timely and professional manner
- Develops an awareness of workloads, assists team members regardless of who owns the task.
- Begins to develop skillset to frame message to audience appropriately with coaching and guidance.
- Develops awareness of new techniques, methods, and practices.
- Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G.
- Establishes working relationships with team members and colleagues.
- Asks thoughtful questions to understand business objectives or desired outcomes.
- Demonstrates ability to self-organize, set priorities, and manage workload.
- Demonstrates basic understanding of how current job fits into the organizational vision.
- Develops an awareness of workload and shares updates on availability with manager.
- Understands and works to improve basic processes and systems.
- Understands basic data concepts.
- Accepts and owns assigned project tasks; understands impact within the team or organization.
- Understands expectations for interaction with vendors for their functional area.
- Contributes to deliverables by executing work and providing team members with appropriate status updates.
- Demonstrates risk awareness and understands risk mitigation strategies
Other Requirements:
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Some travel may be required (less than 10%)
#LI-JB1
#LI-Remote
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.
1 Top Workplaces USA 2022 – 2023
2 Des Moines Register Top Workplaces 2018 – 2022
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.
