Supervisor, Annuity New Business
Remote
RemoteFull TimeAssociates DegreeInsuranceMedium
Full TimeAssociates DegreeMediumInsurance
Job Summary
Serve as a liaison between agents, IMOs, TPAs, and internal departments to manage incoming annuity new business and resolve complex service issues. Research, document, and handle escalations while ensuring proper controls measure accuracy, timeliness, and quality of case management processes. Lead the annuity case management team by creating performance standards, scheduling training, and conducting monthly status updates to drive process improvements and employee development. Represent operations in department initiatives, committees, and special projects focused on agent communication and product development.
Required Qualifications
- 6+ years of experience working with an annuity case management team, with emphasis on processing or call center management, and/or other previous industry experience
- 2+ years in a leadership capacity
- Demonstrated strong customer relationship management, with previous experience directly working with agents/IMOs, and servicing skills as well as internal corporate relationship management capabilities
- Some travel may be required (less than 10%)
Desired Qualifications
- AA or BA degree preferred
- Relevant experience considered in lieu of degree
- Successful completion of Life insurance related education such as LOMA or CLU coursework strongly preferred
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