Annuities Supervisor (New Business) supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Being an Annuities Supervisor (New Business) is responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Additionally, Annuities Supervisor (New Business) requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Annuities Supervisor (New Business) supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be an Annuities Supervisor (New Business) typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
By joining AAA Life, you will have the opportunity to strengthen the name and reputation of the brand that millions have come to rely upon for financial piece of mind. We are company dedicated to our members and our employees. We value the unique attributes and contributions of our associates to build an inclusive, collaborative and innovative workplace where all employees are engaged and feel they belong. Delivering our company’s promise to members is what drives each of our associates every day.
We offer a dynamic work environment, excellent benefits, and competitive compensation, that will allow you will exercise your potential to innovate, finding ways to increase efficiency and enhance our business processes.
Our Senior New Business Professional processes more sophisticated life and annuity insurance applications ensuring each case is effectively managed to minimize turn-around time and increase customer satisfaction. Tasks include reviewing confidential and sensitive documents for completion and accuracy, ordering medical records, and additional underwriting requirements to move the case to completion. This position acts as a liaison between customers, vendors, and the New Business & Underwriting team, including interactions with internal and external Sales Management regarding escalated cases. Analyzes and communicates reasons for underwriting decisions in a timely manner.
NOTE: Must be available to work 11:30 AM – 8:00 PM or 12:30 PM – 9:00 PM at least 2-3 times each month and some Saturdays throughout the year (subject to change based on business need).
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