Overview:
Provide accurate and timely service to our reps and back offices. Service incoming phone calls related to New Business and Client Services. Process all New Business and Client Services transactions efficiently and precisely.
Responsibilities:
- Serve as primary contact for securities registered representatives and securities customers.
- Flex personal communication style to meet the style and needs of each representative.
- Answer incoming calls and emails related to New Business and Client Services.
- Review New Business applications and Client Services forms to confirm they are properly executed, comply with company policies, and conform to regulatory requirements.
- Communicate with representatives, back offices, policyholders, and internal support departments via phone, email, and/or in writing regarding any requirements for pending new business as well as in-force policy requests.
- Proactively monitor pending cases for receipt of requirements to promptly process requests and issue policies.
- Review all new correspondence received by mail, email, and fax within SLA to determine if a file is in good order.
- Provide reps with fund-transfer statuses from other carriers.
- Issue all variable annuity contracts and Mutual Fund accounts within one business day from date funds are received, assuming paperwork is in good order.
- Analyze complex information, use resources to identify solutions, and follow through on resolution of issues promptly and professionally.
- Monitor personal work to verify accuracy and to ensure compliance with company standards and regulations; maintain acceptable quality and productivity metrics.
Qualifications:
- Bachelor's Degree Preferred
- 1-3 years' experience in a related field Preferred
- Customer centric mindset
- Strong communication skills, both verbal and written
- Superior ability to listen and be responsive to customers; ability to relay difficult decisions while showing empathy
- Strong sense of urgency
- Excellent decision-making skills with the ability to solve problems innovatively to find win-win solutions
- Ability to work independently and also effectively work with diverse personalities
- Strong organizational skills and attention to detail
- Ability to prioritize work effectively and accurately manage a large volume of work in a fast-paced environment
- Open to coaching and constructive feedback to improve performance and effectiveness
- Demonstrated ability to adapt to frequent change and to think with a future focus mindset
- Ability to work periodic overtime, sometimes with relatively short notice
Suitability Requirements:
Criminal background check required. FINRA regulations require fingerprinting for this position.
Company Information:Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay. Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck. Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays. Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance. Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.Work Authorization/Sponsorship:At this time, were not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)