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Manager Annuity Customer Contact

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Date: Apr 19, 2019

Location: West Des Moines, IA, US, 50266

Company: Sammons Financial Group

***ALSO AVAILABLE IN SIOUX FALLS, SD***

 

Sammons Financial Group offer some of today’s most sought after life insurance, annuity, and retirement planning products. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

 

We offer:

  • Casual dress which includes jeans. 
  • Core business hours are M-Th 7:30am -5pm, Fridays 7:30am-12:30— Friday Afternoons off all year long
  • Great benefits and PTO including medical, dental, vision, wellness plan, charitable giving programs, education assistance… to name a few!
  • ESOP- A retirement plan completely funded by the company!
  • Rich culture- driven by private ownership and intentional leadership.

 

A Manager of Annuity Customer Contact will Lead, manage, and develop Annuity Customer Contact team members to provide efficient, high quality service to our customers. This includes managing the dissemination of information on the company in force block of business across all life operating systems. Drive individual and team performance to meet stated KPI’s (key productivity indicators) while continuously driving for efficiency gains and improvements to overall ease of doing business for our customers. Adhere to Sammons Financial Group (SFG) member companies shared values in all decisions and actions.

   

QUALIFICATIONS:

  • College degree or equivalent work experience
  • ACS, PCS, AAPA and/or FLMI designations preferred
  • Track record of proven critical thinking and problem resolution skills
  • Strong focus on customer service
  • Proven ability to manage multi-facetted business needs and diverse processes
  • Exceptional verbal, written and visual communication skills
  • Prior management of KPI’s, SLA’s (service level agreements), visual management techniques (huddle boards), WILO/DILO (Week/Day in the life of) planning, work force management data is preferred 
  • General knowledge of tax principles
  • General mathematical and accounting skills
  • Working knowledge of Excel
  • Must exhibit a strong emotional intelligence
  • Travel up to 25% may be required 
  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required

- The Fair Credit Reporting Act requires Sammons Financial Group (SFG) member companies to notify you that, as a routine part of processing this application for employment, SFG member companies may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records

  • Note: FINRA Series 6 and 26 licenses (or Series 7 and 24) may be required if supervising some functions 
  • FINRA regulations may require fingerprinting for this position; Management reserves the right to determine and approve incumbent suitability for this position

 

 

***ALSO AVAILABLE IN SIOUX FALLS, SD***


Nearest Major Market: Des Moines

Job Segment: Series 7, Finance

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