Case Manager - Annuity - Sammons Financial Group

Overview:

Provide accurate and timely service to our most loyal independent agents and to our strategic broker-dealer back office partners. Service incoming phone calls related to New Business and Client Services. Process all New Business 1035 exchanges, transfers, and cash with application efficiently and precisely. Communicate with agents on requirements for Client Service forms.

 

Responsibilities:

• Provide superior customer service via telephone (inbound & outbound) and written communication, handling both New Business and Client Services to all of our broker dealer distribution partners.
• Process New Business annuity applications from receipt to issuance.
• Understand the intricacies of our broker dealer back office processes and business model.
• Process applications and corresponding paperwork and document any outstanding requirements. Apply premium and issue contracts. Independently conduct initial review and make judgment and decisions that fall within prescribed policies and limits; know when to involve management for items outside scope of authority. Initiate telephone communication with and educate agent regarding review results.
• Manage cases with a sense of urgency, commitment to accuracy, and responsiveness; recognize high priority situations and respond accordingly.
• Understand all aspects of our business and the full life cycle of an annuity policy including, initial receipt of an application, issuance of the policy, and any post issues transactions.
• Work continuously on positive relationship development with external and internal customers.
• Communicate detailed and sometimes complex requirements and status updates to agents regarding pending New Business applications and financial and non-financial transactions, including claims.
• Monitor personal work to verify accuracy and ensure compliance with company standards and regulations, including understanding all changes (i.e. system, regulatory, rate, product, continuous improvement, and transformational changes) that affect Sammons Financial Group Companies (Sammons Financial Group) and industry. Maintain minimum individual quality and productivity metrics.
• Use comprehensive knowledge of annuity contracts, government regulations, and departmental policies and procedures to provide support to New Business Specialists and other departments as situations warrant.
• Conduct application analysis on all products, while maintaining detailed notes/accounts of any changes or progress on cases.

 

Qualifications:

• Bachelor's Degree Preferred
• 1-3 years' experience in a related field Preferred
• Customer centric mindset
• Strong communication skills, both verbal and written
• Superior ability to listen and be responsive to customers; ability to relay difficult decisions while showing empathy
• Strong sense of urgency
• Excellent decision making skills with the ability to solve problems innovatively to find “win-win” solutions
• Ability to work independently and also effectively work with diverse personalities
• Strong organizational skills and attention to detail
• Ability to prioritize work effectively and accurately manage a large volume of work in a fast-paced environment
• Open to coaching and constructive feedback to improve performance and effectiveness
• Demonstrated ability to adapt to frequent change and to think with a future focus mindset
• Ability to work periodic overtime, sometimes with relatively short notice

Suitability Requirements:

• Criminal background check required.

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.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.)