Annuities Supervisor (New Business) jobs in Tampa, FL

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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Supervisor - New Business Intake
  • Baker McKenzie
  • Tampa, FL FULL_TIME
  • The Supervisor, New Business Intake (NBI) will effectively supervise the New Business Intake (NBI) team and operations; provide an efficient and effective service to In-Market personnel, including Firm Partners and offices when opening new and existing client registrations and matters; guide Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.
    To manage several NBI Intake staff all based in the Tampa Center; ensure all team members perform to the highest level and adhere to Firm and NBI policies and procedures.
    Responsibilities:
    • Provide support to the Firm, Partners, and offices about the new business intake and maintenance processes, mitigating risk exposure of the firm to client onboarding and matter opening
    • Supervise the New Business Intake Tampa team including daily assignment of work, ensuring all NBI checks are completed by the team for matter opening and maintenance processes, and coordinating daily handovers with global center team peers
    • Supervise team performance to service KPIs and Service Level agreements, ensuring all requests are reviewed and processed by the team within the agreed 2 business day service level agreement
    • Provide feedback on office performance to key in-market stakeholders to ensure the quality of submissions meets the target 95% Right First Time Intake requirements and drive engagement to improve performance where required
    • Provision of advice, mentoring, and training on compliance with the Attorney Manual and relevant laws, including Anti-Terrorist Financing/Anti-Money Laundering/Know Your Client issues, NBI, and Firm policies and procedures
    • Work with the Service Owner to implement quality checks and ensure all team members receive constructive feedback, with a view to continuous improvement and excellent service delivery
    • Performance Management responsibilities are an important aspect of the role; hold regular one-to-one meetings with team members and be responsible for performance planning and management; work with peers and the Service Owner to ensure objectives, benchmarks, and performance expectations are aligned across the department and are consistently applied
    • Responsible for the training and development of their team
    • Support Coordinators and Analysts in their roles and drive departmental performance and success through technical and critical skills training; identify training needs and work with Analysts to ensure they have the training and support required to perform competently in their roles
    • Responsible for personnel and administrative matters, including but not limited to resourcing, overtime, attendance, and staff training; coordinate assignments, compile and develop operational reporting and other administrative duties
    • Collaborate with Management and their counterparts across other Centers to deliver team projects and initiatives that are aligned with and contribute towards departmental objectives

    Experience Required

    Essential:
    • Bachelor's Degree
    • Proven supervisory or people management experience
    • Operations management experience
    • Customer service/client focus experience
    • Exceptional problem-solving, critical thinking, and analytical skills
    • Excellent time management and organizational skills
    • Proven ability to multi-task and work well under pressure, prioritize workloads, and work to tight deadlines
    • Highly self-motivated and proactive approach
    Desirable:
    • Expertise in performing detailed analysis in a financial or law-related institution
    • Experience working in a professional services environment with a focus on client onboarding, conflict analysis, compliance, Risk, or AML/KYC
    • Knowledge of U.S. Anti-Terrorist Financing / AML / KYC and OFAC

  • 7 Days Ago

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Business Manager
  • YogaSix New Tampa
  • Tampa, FL FULL_TIME
  • DESCRIPTIONJob Title: Business ManagerReports to: Franchise OwnerCOMPANY OVERVIEW:YogaSix believes everyone deserves the mind-body experience of yoga. YogaSix offers six different class types designed...
  • 1 Month Ago

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Records Supervisor
  • 1406 Epiq Global Business Transformation Solutions, LLC
  • Tampa, FL FULL_TIME
  • It's fun to work at a company where people truly believe in what they are doing! Job Description: A Records Supervisor is responsible for overseeing the daily operations and ensuring exceptional clien...
  • 9 Days Ago

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New Business Installation Manager
  • Vestis
  • Tampa, FL FULL_TIME
  • Overview: • Responsibilities/Essential Functions: Ensure the timely and accurate installation of all new business, coordinating with customers and AUS service team ; Coordinate measuring of wearers at...
  • 19 Days Ago

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New Business Intake Analyst
  • Baker McKenzie
  • Tampa, FL OTHER
  • The New Business Intake Analyst will assist in providing an efficient and effective service to Firm Partners and offices in opening new and existing client registrations and matters; guide Partners to...
  • 1 Month Ago

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New Business Intake Coordinator
  • Baker McKenzie
  • Tampa, FL FULL_TIME
  • The New Business Intake Coordinator will assist in providing an efficient and effective service to Firm Partners and offices in opening new and existing client registrations and matters; guide Partner...
  • 1 Month Ago

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0 Annuities Supervisor (New Business) jobs found in Tampa, FL area

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Information Technology Supervisor
  • Invo Healthcare
  • Tampa, FL
  • Our mission at Invo Healthcare is to inspire and nurture growth in all learners. Invo Healthcare is one of the largest a...
  • 4/24/2024 12:00:00 AM

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Supervisor Coding
  • Moffitt Cancer Center
  • Tampa, FL
  • At Moffitt Cancer Center, we strive to be the leader in understanding the complexity of cancer and applying these insigh...
  • 4/23/2024 12:00:00 AM

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Account Support Supervisor
  • TradePMR
  • Clearwater, FL
  • TradePMR (Member FINRA/SIPC) Account Support Supervisor The Account Support Supervisor assists the Account Support Manag...
  • 4/22/2024 12:00:00 AM

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Information Technology Supervisor
  • Invo Healthcare
  • Tampa, FL
  • Our mission at Invo Healthcare is to inspire and nurture growth in all learners. Invo Healthcare is one of the largest a...
  • 4/22/2024 12:00:00 AM

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Supervisor>
  • AMC Theatres
  • Tampa, FL
  • AMC Theatres - 9302 Anderson Road [Department Supervisor] As a Supervisor at AMC Theatres, you'll: Supervise, coach and ...
  • 4/21/2024 12:00:00 AM

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Supervisor
  • Mammoth Holdings LLC
  • Bradenton, FL
  • Job Type Full-time Description Car Wash Supervisor What's in it for You? Great compensation - Up to $15 per Hour Complet...
  • 4/21/2024 12:00:00 AM

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Terminal Supervisor
  • System One Holdings, LLC
  • Tampa, FL
  • System One is currently hiring for a skilled Terminal Supervisor in Tampa, FL. Summary: Responsibilities include assisti...
  • 4/21/2024 12:00:00 AM

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Account Support Supervisor
  • Tradepmr
  • Clearwater, FL
  • TradePMR (Member FINRA/SIPC) Account Support Supervisor The Account Support Supervisor assists the Account Support Manag...
  • 4/20/2024 12:00:00 AM

Tampa is a major city in, and the county seat of, Hillsborough County, Florida, United States. It is on the west coast of Florida on Tampa Bay, near the Gulf of Mexico, and is the largest city in the Tampa Bay Area. The bay's port is the largest in the state, near downtown's Channel District. Bayshore Boulevard runs along the bay, and is east of the historic Hyde Park neighborhood. Today, Tampa is part of the metropolitan area most commonly referred to as the "Tampa Bay Area". For U.S. Census purposes, Tampa is part of the Tampa-St. Petersburg-Clearwater, Florida Metropolitan Statistical Area....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Supervisor (New Business) jobs
$63,362 to $83,994
Tampa, Florida area prices
were up 1.1% 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