Annuity Services Director jobs in Fort Wayne, IN
Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Annuity Services Director jobs
Annuity Case Coordinator
- Lincoln Financial
-
Fort Wayne, IN
FULL_TIME
-
Date: Apr 12, 2024
Primary Location: Fort Wayne, IN, US
Company: Lincoln Financial
Alternate Locations: Work from Home; US All Regions
Work Arrangement:Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 73020
The Role at a GlanceWe are excited to bring on an Annuity Case Coordinator to join the New Business team supporting the Insurance Operations organization in a work from home environment.
Background DetailsAs an Annuity Case Coordinator, you will be responsible for processing new business applications. You will process increasingly complex data and financial transactions, ensuring all information is complete and in good order. You will communicate with financial advisors and/or wholesalers to provide not in good order (NIGO) information for pending business. Additionally, you will share general knowledge across the team to build technical capabilities across the business area. If this sounds like a role for you, please read on!What you'll be doing- You will process increasingly complex data and financial transactions in accordance with established procedures and guidelines independently, in a timely manner and meeting departmental quality/production standards. You will ensure the information is complete and in good order. You will also create and maintain up to date procedural documentation as needed.
- You will communicate verbally and in written form effectively with applicable internal and external stakeholders to obtain increasingly complex needed information while maintaining a professional demeanor in all interactions. You will also communicate regularly with management on recognized trends of issues and/or concerns.
- You will resolve increasingly complex customer contract discrepancies by investigating documentation and determining applicable adjustments. You may create new contracts as needed.
- You will provide customer service to internal and/or external stakeholders, recognizing what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs.
- You will share knowledge and information and/or enable less experienced team members to perform their assignments.
- You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality.
What we’re looking forMust-have experience (Required):- High School Diploma or GED or minimum Associate degree in lieu of required experience.
- 0-1 Years for candidates with an Associate’s degree or above, 0-1 year of Client Customer Support and Operations experience that directly aligns with the specific responsibilities for this position.
- 3-5 years of Client Customer Support and Operations experience aligned with the responsibilities for this position.
- Ability to work with others in a fast-paced, team environment.
- Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Strong interpersonal skills with a collaborative style.
- Ability to use sound judgement and discretion regarding confidential information.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills.
Nice-to have Experience (Preferred):- Annuity knowledge and experience.
- Solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers).
What’s it like to work here?At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:- Clearly defined career tracks and levels to help you successfully manage your career
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
- Effective productivity/technology tools and training
Pay Range: $22.60- $30.58
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The CompanyLincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, and Instagram. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional InformationThis position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558. - 10 Days Ago
Director Social Services
- CommuniCare Health Services
-
Montpelier, OH
FULL_TIME
- How good is your vision? How far can you see? Can you look beyond the body's limitations, beyond the constant medical needs, and see the soul inside?Evergreen Healthcare Center, a member of the Commun...
- 16 Days Ago
Social Services Director
- Infinity Healthcare Consulting
-
Fort Wayne, IN
FULL_TIME
- NOW HIRING - Social Services Director (SSD) -- Long Term Care Facility ** New Wages** Benefits Package Includes: Excellent Pay Tuition Reimbursement Flexible Scheduling Paid Birthdays Paid Vacation Ti...
- 16 Days Ago
Director of Food Services
- Castle Healthcare
-
Angola, IN
FULL_TIME
- Director of Food Services Principle Tasks: OPERATIONS MANAGEMENT Recruit, interview, hire, train, coach, evaluate, reward, discipline and when necessary, terminate employees Develop job duties and rou...
- 16 Days Ago
Food Services Executive Director
- Yona Solutions
-
Fort Wayne, IN
FULL_TIME
- Come rise above with Yona! Our employees are instrumental in maintaining a happy, healthy, and clean environment for the residents. We depend on our team members to be highly motivated, committed, and...
- 17 Days Ago
Director of Social Services
- Envive Healthcare
-
Berne, IN
FULL_TIME
- Envive Healthcare of Berne Director of Social Services Requirements · Preferably a Bachelor's in Social Work or Social Service Designee Course Completion. · Education in the healthcare field and previ...
- 18 Days Ago
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0 Annuity Services Director jobs found in Fort Wayne, IN area
Director of Marketing and Strategy
- Dekko
-
Fort Wayne, IN
- The Director of Marketing and Strategy at Dekko is a senior level pivotal role, responsible for developing and executing...
- 4/24/2024 12:00:00 AM
Director of Marketing and Strategy
- Dekko
-
Fort Wayne, IN
- The Director of Marketing and Strategy at Dekko is a senior level pivotal role, responsible for developing and executing...
- 4/23/2024 12:00:00 AM
Director of Development
- Auburn Cord Duesenberg Automobile Museum
-
Auburn, IN
- About the Museum: The Auburn Cord Duesenberg Automobile Museum, an educational nonprofit 501(c)3 organization, is an Art...
- 4/22/2024 12:00:00 AM
Director of Development
- Auburn Cord Duesenberg Automobile Museum
-
Auburn, IN
- About the Museum: The Auburn Cord Duesenberg Automobile Museum, an educational nonprofit 501(c)3 organization, is an Art...
- 4/22/2024 12:00:00 AM
Director of Operations
- Runestad Financial Services Ltd.
-
Garrett, IN
- Director of Operations Our successful financial advisor firm Runestad Financial Services, in Leo, IN is currently search...
- 4/21/2024 12:00:00 AM
Director of Engineering and Quality
- Bowmar LLC
-
Fort Wayne, IN
- Essential Duties & Responsibilities: Provide guidance to the organization on emerging technologies. Participate in the i...
- 4/21/2024 12:00:00 AM
Internal Audit Director
- Franklin Electric
-
Fort Wayne, IN
- Internal Audit Director Department: Finance / Accounting / Audit Employment Type: Full Time Location: US - Indiana - For...
- 4/21/2024 12:00:00 AM
Director of Product Management
- Ferguson
-
Fort Wayne, IN
- Ferguson Digital, with offices in Fort Wayne and Indianapolis, Indiana, is a custom software development organization th...
- 4/21/2024 12:00:00 AM
About Fort Wayne, Indiana
Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$127,186 to $171,791
Fort Wayne, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does an Annuity Services Director do?
Annuity Services Director in Helena, MT
The amount of time you pay into the annuity can vary from a one-time payment to several smaller payments over a long time period.
December 22, 2019
Annuity Services Director in Rock Hill, SC
D. Make recommendations, and provide detailed analysis and reports to management on traditional insurance and annuity sales trends E.
December 15, 2019
Annuity Services Director in Santa Rosa, CA
Dalbar recognizes these elite institutions with the Annuity Service Award.
January 16, 2020