Annuities Supervisor (New Business) jobs in Santa Ana, CA

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)

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Business Analyst
  • New American Funding
  • Tustin, CA FULL_TIME
  • Overview

    Position: Business Analyst (Data team)

     

    Location: Tustin, CA

     

    Position Summary: The Business Analyst plays a crucial role in identifying, improving, and developing technology solutions that drive our strategic goals. Working at the intersection of business and technology, the Business Analyst will have a thorough understanding of business processes and data analysis, while continuing to develop their analytical, organization, and communication skills.

    Responsibilities

    Responsibilities:

    • Eliciting, analyzing, specifying, & validating requirements and creating workflows, user stories or defect reports.
    • Be fully aware of the backlog’s health and manage the progress and maintenance.
    • Work with the product managers and A.D. to understand the business vision, priority, and expectations.
    • Present new ideas, tools, and resources to improve the product evolution process.
    • Run scrum team, as they will look to you for guidance on the products and feature workflows.
    • Take initiative to respond to all team’s communication to ensure that development continues to move forward.
    • Owns and brings to fruition all features that they are responsible for.
    • Makes final decision on priority of defects and/or user stories.
    • Ability to liaison between lines of business and the Data team, while working with a wide range of stakeholders and collaborating with your team
    • Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals
    • Write requirements and documentation for with consistency & accuracy
    • Manages the prioritization, including business value, of product items
    • Assists Data team with removing impediments and blockers
    • Works on backlog items and feature readiness by partnering up with support, training, client’s stakeholders, requestors, and SME’s of any other business units
    • Steps outside of the comfort zone to learn new skill sets that pertain to our product team needs
    • Takes initiative to partner with the training teams to ensure that the details being communicated out in the field are in line with the details of the feature
    • Play a large role in UAT to ensure a successful release
    • Maintain a positive and excited attitude so your team feeds off that energy
    • Does not wait to be approached by business, always come to business first
    • Attends backlog refinement and conducts refinement review
    • Works hand in hand with scrum masters to ensure team readiness for sprint planning, sizing, sprint completions, demos to business, and meeting release dates
    • Being available and providing clarification and removing ambiguity to scrum team regarding any stories or features
    • Assists in all scrum ceremonies and managing sprint completion
    • Expectations are not limited to the above

    Qualifications

    • Proficiency in cloud environment. Snowflake, S3, Azure
    • Proficiency in business applications, data usage, and management
    • Expertise managing backlogs and creating various reports (burndown, velocity, capacity, etc.)
    • Proven self-starter strong communication and presentation skills with ability to translate complex business problems and solutions into easily consumable content
    • Experience with Agile and Scrum methodologies and PMO
    • Strong internal and external customer focus
    • High-level proficiency in MS-Office products and working knowledge
    • Advanced proficiency with user story definition, acceptance criteria writing in addition to facilitating highly effective refinement sessions

    Desired Education/Experience:

    • BS/BA degree
    • Business Analysis Certificate
    • At least 3 years’ experience in this field of work is preferred
    • Previous Business Analyst experience in Mortgage industry

    Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

    Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

    Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

    [EOE/M/F/D/V. Drug-free workplace.]

     

    #LI- JS3

  • 1 Month Ago

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Restoration Team Supervisor
  • SERVPRO of New Kent / Williamsburg / Northern Neck
  • Fountain Valley, CA FULL_TIME
  • Do you love helping people through difficult situations? Then don’t miss your chance to join our Franchise as a new Production Crew Chief}. In this position, you will be making a difference each and e...
  • 9 Days Ago

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Account Sales Manager
  • Business Etc.
  • Tustin, CA FULL_TIME
  • Our Corporate office in Tustin, CA is seeking individuals to join our sales team. Our ideal candidates are high-energy, upbeat team player who can understand, explain and sell our services to the auto...
  • 7 Days Ago

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Independent Contractor – Grocery Store Scan
  • Business Evaluation Services
  • Fountain Valley, CA CONTRACTOR
  • Weekly price check position available at a national retail company. The price checks take 6 to 8 hours and can be done over a 3 day period, and again, this is a weekly project. Price checks are done t...
  • 1 Month Ago

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Supervisory Loan Specialist
  • US Small Business Administration
  • Santa Ana, CA FULL_TIME
  • Duties As a Supervisory Loan Specialist, GS-1165-15, you will be responsible for: Performing the full range of managerial duties and responsibilities in directing all work of assigned Center; develops...
  • 26 Days Ago

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Loan Specialist
  • US Small Business Administration
  • Santa Ana, CA FULL_TIME
  • Duties As a Loan Specialist, GS-1165-09, you will be responsible for: Reviewing routine and standard consumer and commercial loan documents and determines SBA's rights in the collateral. Inventories c...
  • 1 Month Ago

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0 Annuities Supervisor (New Business) jobs found in Santa Ana, CA area

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Supervisor
  • Sciolex Corporation
  • Los Angeles, CA
  • Job Description Job Description Responsibilities: The Functional Area Supervisor (FAS)/Records Supervisor is a permanent...
  • 4/26/2024 12:00:00 AM

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Shift Supervisor Trainee
  • CVS Pharmacy, Inc.
  • Los Angeles, CA
  • The Shift Supervisor Trainee role is an entry-level, short-term role that prepares an employee to perform a higher-level...
  • 4/26/2024 12:00:00 AM

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Manufacturing Supervisor
  • The Gill Corporation
  • El Monte, CA
  • Are you a strategic supervisor you will find success in leading a team for the manufacturing industry and meet aerospace...
  • 4/26/2024 12:00:00 AM

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Front Desk Supervisor
  • Wincomehospitality
  • Costa Mesa, CA
  • ** Front Desk Supervisor** ** Avenue of the Arts Costa Mesa, a Tribute Portfolio HotelCosta Mesa, CA** Posted March 2, 2...
  • 4/26/2024 12:00:00 AM

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Project Supervisor - Software Development
  • CPT Group, Inc.
  • Irvine, CA
  • We offer employees the opportunity to grow along with us. We are a growing Class Action Administration company based in ...
  • 4/24/2024 12:00:00 AM

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Retail Supervisor
  • Davids Bridal Inc.
  • Costa Mesa, CA
  • NOW HIRING Location CA - Costa Mesa Area Store Management Careers Category Retail - Leadership Share this role: Leads an...
  • 4/22/2024 12:00:00 AM

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Retail Supervisor
  • Davids Bridal Inc.
  • Torrance, CA
  • NOW HIRING Location CA - Torrance Area Store Management Careers Category Retail - Leadership Share this role: Leads and ...
  • 4/22/2024 12:00:00 AM

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Shift Supervisor Trainee
  • CVS Health
  • Long Beach, CA
  • Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to ever...
  • 4/22/2024 12:00:00 AM

Santa Ana /ˌsæntə ˈænə/ (Spanish for "Saint Anne") is the county seat and second most populous city in Orange County, California in the Los Angeles metropolitan area. The United States Census Bureau estimated its 2011 population at 329,427, making Santa Ana the 57th most-populous city in the United States. Santa Ana is in Southern California, adjacent to the Santa Ana River, about 10 miles (16 km) from the coast. Founded in 1869, the city is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States, with almost 18 million residents in 2010. Santa Ana is a ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Supervisor (New Business) jobs
$73,989 to $98,082
Santa Ana, California area prices
were up 2.5% from a year ago

Annuities Supervisor (New Business) in Cincinnati, OH
An annuity supervisor is also responsible for creating or enhancing processes when it comes to annuities applications, to facilitate acquisitions of new businesses.
February 02, 2020
Annuities Supervisor (New Business) in Tulsa, OK
They ensure compliance with regulations and they keep abreast about any changes in regulations and laws relating to the annuities applications.
November 30, 2019