Annuities Supervisor (New Business) jobs in Santa Maria, 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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New Business Representative
  • PG&E Corporation
  • San Luis Obispo, CA FULL_TIME
  • Requisition ID # 155935

    Job Category: Project / Program Management
    Job Level: Individual Contributor
    Business Unit: Gas Engineering
    Work Type: Hybrid
    Job Location: San Luis Obispo

    Department Overview
    The people of Electric Operations ensure the delivery of safe and reliable electric service to our customers. Electric Operations is responsible for every aspect of PG&E's electric distribution and transmission operations, including planning, engineering, maintenance and construction, asset management, business planning, restoration, and emergency response.

    Position Summary
    This job is represented by Engineers and Scientists of California (ESC) and subject to collective bargaining.

    This is a Beginning Level Classification. Additional consideration may be given to candidates who reside within 50 miles of the headquarters.
    This position is charged with customer contact, project coordination, billing, and contract preparation in connection with less complex installation of new business gas and/or electric facilities. NBRs will not prepare job estimates. This does not preclude job owners from preparing invoices or contracts based on simplified charge methodology.
    For training purposes, a New Business Representative may be assigned no more than 50% of their workload in SNBR-level jobs at the same time and must work under the guidance of a Senior New Business Representative or IPE.

    This position is hybrid, working from your remote office and your assigned work location based on business need. The assigned work location will be within the PG&E Service Territory.

    PG&E is providing the hourly rate that the company in good faith believes it might pay for this position at the time of the job posting. This position is subject to collectively bargained hourly wage rates and increases. The starting wage rate for this position is $46.82 per hour. This wage rate is specific to the locality of the job. The wage rate is based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, collective bargaining agreements, and internal equity.

    This position requires a 24 month lock per the ESC contract.

    Job Responsibilities
    The duties as outlined in this job description may vary by location. This position includes office work and site visits.
    SAFETY
    Maximize public and employee safety by ensuring that job designs are performed to Company and State standards and meet all compliance requirements.

    PROJECT MANAGEMENT
    Prepare field sketches and layouts for the scoping of construction of additions or improvements to electric or gas systems. Provides accurate field data including pictures or videos as needed to estimators.
    Manages scope, schedule and cost for all assigned projects, from initiation to meter set. Scope and schedule is adjusted as appropriate to accommodate change (e.g., new customer needs, competition, and new regulation).
    Coordinates all other departments or individuals who are involved with the project and works to define the project’s background, objective, design scope, schedule, roles and responsibilities.
    Coordinates with others, such as Planning, Estimating, Construction and Metering, etc., in completing the project in a timely manner. Includes understanding of industrial project schedules and working closely with the work and resource group to prioritize work using available tools or technology.
    Monitors project schedule and prioritizes work in coordination with the work and resource group.
    Schedules and conducts pre-engineering meetings, provides all pertinent data and addresses potential project risks including schedule setbacks and coordinates actions before setbacks occur.
    Conducts and documents pre-construction meeting.
    Looks for ways to minimize costs on projects for both the applicant and PG&E.
    Ensures that the correct type of financial order, work category, etc., has been applied and actively monitors costs.

    COMMUNICATION
    Communicates project status (e.g., scope, schedule, and cost) to all stakeholders throughout the project, as applicable.
    Facilitates resolution of project-related disputes. Continuous formal communication (both written and verbal) with all stakeholders is given a high priority throughout all stages of the project.
    Prepares contracts, as applicable, to ensure compliance with standards and tariffs.
    Provides applicants, estimating, engineering, clerical and construction partners with complete and accurate information on rate and rule applicability, potential costs and timelines.

    MANAGING CUSTOMER EXPECTATIONS
    Proactively communicates to project stakeholders, both internal and external.
    Negotiates reasonable estimating and construction dates that address customer’s anticipated schedules. May provide customer with an initial non-binding cost.

    TARIFFS
    Ensures that all charges mandated under the applicable tariffs are identified in the contract and secured before beginning construction.
    May partner with other PG&E departments and/or rates and tariffs for application of best rates when appropriate.

    COMPLIANCE MANAGEMENT
    Ensures all applicable project documentation is maintained in an orderly job file.
    Ensures all project dependencies are met prior to allowing a construction start.
    Ensures all permits are obtained and land rights issues are resolved per procedures.

    Qualifications

    Minimum:
    Bachelor’s degree from a recognized college or its equivalent in education and experience. Such experience must include three (3) or more years of experience in construction project management or PG&E technical service planning; or 12 months of experience as a Hiring Hall (HH) New Business Representative, HH Senior New Business Representative and/or HH Engineering Estimator
    Must possess and maintain a valid Class C California Driver's License (or higher) by Day 1 of hire
    California minimum insurance coverage if using personal car

    Desired:
    Additional consideration may be given to candidates that reside within 50 miles of the headquarters
    Must have strong project management, customer contact and communications skills. Basic computer skills including Microsoft Word, Excel, email.
    Familiar with tariffs, rates, contracts/tools, Work Management (WM) SAP, project approval process, document routing system and estimating and construction work processes.
    Ability to work with both internal and external customers/clients
    Facilitation and conflict resolution skills
    Ability to manage for results and in the process work as a team to build agreement
    Strong focus on safety
    Committed to providing superior and proactive customer service
    Strong verbal and written communication skills
    Ability to demonstrate initiative and decisiveness
    Ability to demonstrate sound judgment and forward thinking
    Problem solving skills
    Computer skills (SAP, Microsoft Excel, Word, etc.)
    Measurement skills and ability to use some physical tools (drive stake in the ground, use Range Finder or Height Stick and Shovel, etc.) in the field

    Pre-Employment Testing:
    Internal PG&E Employees : Qualified on the Physical Test Battery (PTB) and Work Orientation Inventory (WOI) prior to applying
    External and Hiring Hall Candidates : Qualified on the Physical Test Battery (PTB) and Work Orientation Inventory (WOI) prior to interviewing
  • 9 Days Ago

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Electrician-New Business Liaison (Various Locations)
  • pacificgastest.valhalla.stage
  • Santa Maria, CA FULL_TIME
  • Requisition ID # 59244 Job Category : Maintenance / Construction / Operations Job Level : Individual Contributor Business Unit: Electric Operations Job Location : Santa Maria; Bakersfield; Concord; Co...
  • 14 Days Ago

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Program Manager (New Life K9s)
  • New Life K9s
  • San Luis Obispo, CA FULL_TIME
  • Job Title: Program ManagerHourly Pay Rate: $23 - $25Department: New Life K9sTravel Required: YesLocation: 173 Buckley Road, San Luis Obispo, CARole and ResponsibilitiesDRI - Overall Program Management...
  • 4 Days Ago

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NEW PSYCHOLOGIST
  • Staff Today Inc.
  • San Luis Obispo, CA FULL_TIME
  • Health Advocates Network is currently seeking a Psychologist to work at a facility in San Luis Obispo, California. These are registry positions with our company. Pay Rate: $155 / hour *1099 Independen...
  • 6 Days Ago

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Business Banker
  • Mission Bank
  • San Luis Obispo, CA FULL_TIME
  • Job Description: The Business Banker position has a wide variety of responsibilities and duties: These include: Thorough knowledge of the Bank’s products and services including Treasury Management. Ca...
  • 4 Days Ago

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Business Manager
  • Gentle Touch Pet Training
  • San Luis Obispo, CA FULL_TIME
  • Thousand Hills Pet Resort (THPR) is a program under the nonprofit Son Care Foundation, Inc. 100% of the income from THPR stays within the nonprofit and supports our other programs, including New Life ...
  • 21 Days Ago

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

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Fleet (Route) Maintenence Supervisor
  • Penske
  • Santa Maria, CA
  • Responsibilities As a Penske Maintenance Supervisor you will use your excellent communication, organization, and multita...
  • 4/19/2024 12:00:00 AM

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Fleet (Route) Maintenence Supervisor
  • Penske
  • Arroyo Grande, CA
  • Responsibilities As a Penske Maintenance Supervisor you will use your excellent communication, organization, and multita...
  • 4/19/2024 12:00:00 AM

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Fleet (Route) Maintenence Supervisor
  • Penske
  • Los Osos, CA
  • Responsibilities As a Penske Maintenance Supervisor you will use your excellent communication, organization, and multita...
  • 4/19/2024 12:00:00 AM

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Supervisor Clinical Oncology Research Site - RN CA
  • CommonSpirit Health
  • San Luis Obispo, CA
  • Overview: As one of the nation's largest nonprofit systems, CommonSpirit Health has over 2,200 care sites and 140 hospit...
  • 4/19/2024 12:00:00 AM

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Program Supervisor-Lompoc
  • Transitions Mental Health Association
  • Lompoc, CA
  • Job Type Full-time Description 784 High Street, San Luis Obispo, CA 93401 Phone (805) 540-6500 FAX (805) 540-6501 Job De...
  • 4/18/2024 12:00:00 AM

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Home Health Clinical Supervisor Hybrid Remote SLO Santa Barbara County
  • Common Spirit
  • Santa Maria, CA
  • Overview Dignity Health Home Health services provide comprehensive care for patients who have recently been discharged f...
  • 4/17/2024 12:00:00 AM

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Registered Nurse Clinical Supervisor Labor and Delivery Full Time Nights
  • Tenet Florida Physician Services, L.L.C.
  • San Luis Obispo, CA
  • Job Description - Registered Nurse Clinical Supervisor Labor and Delivery Full Time Nights (2105036918) **Job Descriptio...
  • 4/16/2024 12:00:00 AM

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Service Manager
  • California Truck Centers
  • Santa Maria, CA
  • Full job description We are seeking an ambitious and experienced Service Manager to join our team. The successful candid...
  • 4/16/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Supervisor (New Business) jobs
$72,853 to $96,576
Santa Maria, 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