Annuity New Business Specialist

What you can expect as the Annuity New Business Specialist:

Provide accurate and timely service to multiple distribution groups on incoming and outgoing phone calls related to New Business for multiple product lines. Process New Business applications using multiple systems and respond to inquiries around pending applications in a prompt fashion.

• Provide superior customer service via telephone (inbound & outbound), email, or written communication, handling New Business policy inquiries.
• Accountable for making corrections, resolving problems or complaints, and notifying individuals of action taken. Perceive, distinguish, and empathize with emotions of internal and external customers. Record calls (including electronic "tagging"), process requests, and update account history with results of inquiry to include proper documentation.
• 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. Decide when to involve management for items outside scope of authority. Initiate telephone communication and educate agent regarding review results.
• 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.
• Analyze complex information, use resources to identify solutions, and follow through on resolution of issues promptly and professionally.
• Proactively monitor pending cases for receipt of requirements in order to promptly process requests or issue policies.
• Process a variety of tasks, high volumes of work, and inbound phone calls in a fast paced, time-sensitive environment.
• Use comprehensive knowledge of annuity contracts, government regulations, and departmental policies and procedures to provide support to other teams within our department and other departments as situations warrant.
• Support all other Annuity New Business Services teams when volume and capacity allows.
• Provide training support for the team, including helping to train new team members when necessary.
• Identify defects and provide support to other team members when questions arise around poor quality items. Report situations, as needed, with suggested modifications to procedures, systems, and workflow to ensure efficient and effective processing of transactions.
• Cultivate knowledge of the multiple platforms through which applications and funds are received.
• Participate in ongoing training and development to maintain knowledge of New Business, system enhancements, and professional skills.
• Remain flexible to change, including providing customer service to new partners, answer inbound calls, and processing new business, as Sammons Financial Group continues to grow and change.
• Exhibit professional behavior that reflects being part of the total company team by demonstrating a positive attitude, setting aside distractions and personal bias, and holding self and others accountable for department and company goals.
• Commitment to embrace Sammons Financial Group Companies shared values (Respect, Accountability, Integrity, and Openness)
• 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.

What we are looking for:

• Bachelor's Degree preferred
• Minimum 2 years' relevant work experience required
• Minimum 2 years' customer service experience preferred
• Proficient use of PC and Microsoft Office products
• Strong verbal and written communication skills
• Strong customer service skills
• Proven problem solving skills
• Excellent organizational and prioritization skills
• Ability to understand your role on our team and work cohesively with team members
• Demonstrated ability to work efficiently and independently
• 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
• Criminal background check required

Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

What you can expect when you join Sammons Financial Group:

• A casual dress code (yep - that means jeans!)
• A company you want to be a part of, driven by inspiring leaders and a fun, friendly work environment.
• Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
• Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
• Our competitive benefit package includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
• A generous retirement program. 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.
• A company that celebrates diversity, is committed to inclusion, and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

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.)