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)
SUMMARY: The Account Director is responsible for the overall execution of contract deliverables, client satisfaction, and financial performance of their assigned accounts.
PRIMARY FUNCTIONS AND RESPONSIBILITIES:
REPORTING RELATIONSHIPS:
Reports to Regional Director of Operations.
Position directly supervises: Quality Assurance Managers
QUALIFICATIONS:
KSAs (Knowledge, Skills and Abilities)
· Ability to communicate effectively in written format and oral presentations.
· Ability to read, comprehend, and transmit complicated detailed instructions in writing and orally.
· Ability to multi-tasks and establish priorities.
· Ability to maintain organization in a changing environment.
· Exhibits initiative, responsibility, flexibility and leadership.
· Thorough knowledge of contract administration and office procedures.
· Ability to use working knowledge of working environment to meet established goals and objectives.
· Demonstrates willingness to travel extensively as business needs dictate.
· At least 5 years of responsibility at a director level or 7 years of management experience in the facility services industry and marketplace
· Proficient in the use of Windows based office software including but not limited to Microsoft Office, Word, Excel, PowerPoint and Outlook.
· At least 2 years of floorcare or janitorial management experience.
EDUCATION/CERTIFICATION:
· Bachelor's Degree (BA) from four-year college or university
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
· Continually required to stand and walk
· Frequently required to bend, stoop, and kneel.
· Must be able to lift and/or move 50 pounds.
· Ability to communicate orally with customers, vendors, management, and other co-workers is crucial. Regular use of the mobile smart phone and e-mail for communication is essential.
· Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information, and to prepare or inspect documents.
· 90% travel, mostly car travel which requires the ability to sit in a car for extended periods of time.
Job Type: Full-time
Pay: $76,870.00 - $86,521.00 per year
Benefits:
Schedule:
Supplemental pay types:
Experience:
Shift availability:
Work Location: On the road
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