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)
ID | 2024-137719 | Line of Business | OnePoint Patient Care | Position Type | Full-Time |
OnePoint Patient Care
Under the general direction of the VP of Client Services, the Director delivers on the company's value proposition to its clients. They lead a team of Sr. Account Manager's, Account Manager's and Managers. The Director cultivates and maintains on-going strategic client relationships and partnerships at all levels of the organization to achieve the company revenue, growth, and retention goals.
* Drives retention and growth of a large book of business across a given team.
* Assess, identify and train the talent on their team and appropriately assign account responsibilities.
* Develops Account Managers into promotional candidates for a future position.
* Tracks expiring client contracts and identify risk. They own the strategic plan for renewal along with pricing and contract negotiation. The Director also owns post mortem plans for accounts lost and how to develop strategies that avoid further losses in the future.
* Deploys PharMerica's advanced, consultative, and strategic approach to account management. This includes the successful implementation and promotion of various corporate initiatives.
* Engages with the C-Suite, Regional or Facility leadership to discuss Monthly/Quarterly Business Reviews and Pharmacy Optimization Services.
* Oversees client issue escalation process and collaborates with key internal partners, elevating high level issues through the organization for complete resolution.
* Monitors their team's performance on activities, tasks, contacts, and other material events with clients.
* Prepares on a quarterly or semi-annual basis a Book of Business Review with Management.
* Works with other company disciplines to assure that corporate standards are achieved.
* Attends client and PharMerica corporate/networking events and conferences.
* Conducts job responsibilities in accordance with the standards set out in the Company's Code of Business Conduct and Ethics, its policies and procedures, the Corporate Compliance Agreement, applicable federal and state laws, and applicable professional standards.
Education/Learning Experience
* Required: BA/BS
* Desired: MBA
Work Experience
* Required: 5-10 years previous experience managing a team in a client management, customer service, or client support role; previous experience with team management in a healthcare setting or other business-to-business setting.
* Desired: related experience in pharmacy industry
Skills/Knowledge
* Required: Ability to present to all levels of management; excellent time-management skills; basic computer skills; advanced Microsoft Office proficiency; outstanding problem solving skills; experience in root cause analysis; able to collaborate cross-functionally; experience working within a team
* Desired: Previous experience in a project management and client-facing customer service role; strong background in administrative management with the ability to manage multiple priorities and deadlines at once; strong experience in business writing
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