Job Summary

This position functions as a proactive liaison between producers, their upline, and third-party administrators to resolve annuity new business service issues and obtain outstanding requirements, specifically related to applications submitted that are not in good order.

Duties and Responsibilities

Handles customer questions and concerns in a timely and professional manner. Responsible for knowledge in multiple queues to be rotated and handled as needed.
Serve as a liaison between producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal and other departments as needed.
Achieve required transaction quality performance as defined for the Annuity New Business Specialist.
Research and track documents, and resolve service issues with emphasis on a designated function.
Proactively keep producers and uplines up-to-date on product and processing guidelines.
Resolve problems & guide producers in software usage and web initiatives.
Resolve moderate to complex sales/operational needs/inquiries as it pertains to product clarification, pending new business.
Adhere to company policies and legal requirements regarding sales and product compliance.
Monitor, measure and assess processes to determine areas of improvement; identifies and eliminates operational waste.

Experience and Education Requirements

AA or BA degree preferred.
Relevant experience considered in lieu of degree.
Minimum of 1 year experience working in the insurance or financial services industry.
Experience working in a service center, sales support team and/or other previous industry experience preferred.
Successful completion of Life insurance related education such as LOMA or CLU coursework preferred.

Knowledge, Skills & Abilities

Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area.
Ability to build new skills and adapt to new ways of thinking.
Develops and maintains goal-oriented, collaborative and productive, team-driven relationships.
Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations.
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.
Ability to self-organize, set priorities, and manage workload.
Basic understanding of how current job fits into the organizational vision.
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
Minimal travel required (less than 10%)

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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

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

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