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Sammons Financial Group New Business Associate Annuity in West Des Moines, Iowa

Job Title: New Business Associate - Annuity

Sammons® Financial Group’s (SFG) member companies offer some of today’s most sought after life insurance, annuity, and retirement planning products. 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 SFG:

  • A casual dress code including jeans

  • A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture.

  • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO and generous number of paid holidays

  • Great benefits including medical, dental, vision, wellness plan, charitable giving programs, education assistance… to name a few ESOP-A generous 100% company funded retirement plan

What you can expect as the New Business Associate - Annuity

This person will provide timely and accurate customer service via the telephone (inbound and/or outbound calls) OR by processing/reviewing New Business transfer paperwork/correspondence and preparing, assembling and mailing policies.

Essential Functions:

  • Primary functions include the following:

  • Provide high level customer service via telephone (inbound and outbound), e-mail, or written communication, handling policy inquiries and/or transfer company calls. Conduct communications in a pleasant, helpful manner. Accountable for providing follow through to ensure correction is made to resolve problems or complaints and notify 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.

  • Independently conduct initial review and make judgment & decisions that fall within prescribed policies and limits regarding transfer paperwork and correspondence.

  • Handle correspondence and other documents within established company standards. This may include matching documents to appropriate accounts (electronic and/or paper files), verifying output for accuracy, and/or mailing paperwork to agents or other companies.

  • Prepare, assemble and mail policies, correspondence within established company standards.

  • Examine documents for completeness and adherence to company standards and government regulations.

  • Maintain appropriate detail in documentation of policy files in administrative systems regarding additional requirements, correspondence, and subsequent relevant activity as a result of communications by phone or in writing.

  • Continuously develop working knowledge of annuity contracts, government regulations, and departmental policies and procedures.

  • Monitor personal work to verify accuracy and to ensure compliance with company standards and regulations.

  • Research internal and external inquiries and respond to appropriate parties in a timely manner.

  • Process a variety of tasks and high volumes of work in a fast paced, time-sensitive, environment.

  • Recognize and report defects.

  • 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/company goals.

  • Commitment to embrace SFG 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:

  • High School Diploma or equivalent

  • Bachelor's Degree

  • 1-2 years' life or annuity experience

  • Minimum 2 years' customer service

  • Working knowledge of a PC and Microsoft Office products

  • Ability to lift 30 lbs

  • Ability to stand for extended periods of time

  • Strong verbal and/or written communication skills

  • Strong problem solving skills

  • Organizational and prioritization skills

  • Ability to work efficiently and independently

  • Ability to adapt to frequent change

  • Ability to multi-task

  • Detail Oriented

  • Ability to work periodic overtime, sometimes with relatively short notice