Athene Agency Representative - Solutions in West Des Moines, Iowa
We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more.
The Agency Representative is responsible for accurately handling inbound and outbound inquiries (i.e., email, fax, phone calls, etc.) including, but not limited to, contracting of producers and commission/bonus payouts. The challenge of this position is to resolve the customer’s inquiry in a timely and accurate manner while enhancing their service experience.
Receives and processes incoming telephone requests and emails from producers and internal partners.
Provides accurate information or explanations of our Licensing and Contracting processes and related requirements. Provides information such as state requirements, status of an appointment, licenses held information and outstanding requirements.
Provides accurate information or explanations of our Commission payment process. Provides information such as commission calculation explanations, commission schedule and commission statement information and payment amounts and options.
Completes transactions such as ACH and wire requests for commission payouts, changing payout method, auditing commissions and emailing of commission statements for producers.
Formulates correspondence with customers through both verbal and written methods. Appropriately documents the agency systems regarding the handling of the call, email or fax and any next steps that need to be taken.
Takes initiative to be a solution seeker.
Other duties as assigned.
Qualifications and Experience:
High school diploma or equivalent required; college degree preferred
Minimum of one year of customer service experience required; with experience in the Licensing and Contracting or Compensation areas within the Life Insurance or Annuity Industry preferred.
Basic to intermediate level ability to navigate through computer systems (internal databases) with minimal assistance required
Working knowledge of insurance products and processes, particularly around Licensing, Contracting or Commissions, preferred.
Demonstrated understanding and working experience with regulations regarding insurance contracts preferred.
Demonstrated ability to understand questions, interpret requests and ask probing questions for root cause analysis.
Demonstrated ability to effectively use verbal or written methods, while explaining intermediate to complex concepts and processes to a diverse customer base.
Demonstrated ability to prioritize multiple responsibilities and work in a time intensive customer service work environment.
NOTE: Successful candidate will be required to complete a pre-employment background check.
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene 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.
We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create a diverse, inclusive and dynamic work environment at our various locations.
Based on your location you will experience a unique blend of:
Benefits to meet individual needs including, but not limited to, a 401(k) and/or pension plan with a company match, paid time off, paid holidays, job-related tuition reimbursement, medical, dental, vision, life, and disability insurance.
Career development opportunities including a Leadership Development Program, self-guided trainings and periodic Lunch & Learns.
Amenities that include "dress for your day" work attire, in house coffee bar, on-site café, ergonomic desks, game room area and on-site fitness facility.
Volunteer opportunities to give back to the community, company-sponsored volunteer events throughout the year, individual non-profit volunteer time that can earn grant money, and non-profit matching gift program.
Athene USA is also proud to be recognized for the following:
Iowa’s Top Workplaces; since 2015
Bermuda Top Ten Employer; 2019
United Way of Central Iowa awards
Advocate & Volunteer, 2016
Spirit of Central Iowa. 2017
Game Changer & Impact-Maker, 2018
Spirit of Central Iowa, 2019
Awards for veteran support
Employer Support of the Guard and Reserve (ESGR) Awards
Patriot Award, 2018
Pro Patria Award, 2019
Seven Seals Award, 2019
Military Friendly® Employer; since 2017
Military Spouse Friendly® Employer; since 2017
Excellence in Education LOMA;10 plus years
Structured Retail Products (SRP)
Best Carrier Award; 2017 & 2018
FIA of the Year; 2019
For more specific details for each location, please click here.