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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within the insurance and financial services industry, effectively managing inquiries and ensuring compliance with sales and product guidelines. Proficient in liaising with multiple departments and guiding producers in software usage and operational processes.
Highest-signal resume keywords
Customer Service ExperienceInsurance Industry KnowledgeSales Support ExperienceRisk Mitigation StrategiesProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Annuity ProcessingDocument TrackingTransaction Quality PerformanceData Concepts UnderstandingProduct Compliance
Soft Skills
Self-OrganizationAdaptabilityPrioritizationCommunicationProblem-Solving
Tools & Technologies
Software Usage GuidanceWeb Initiatives
Certifications & Qualifications
LOMA CourseworkCLU Coursework
Industry Keywords
Financial ServicesInsuranceService CenterSales SupportCompliance Policies
About the role
Key responsibilities & impact- Act as a proactive liaison between producers, their uplines, and third-party administrators
- Resolve annuity new business service issues and obtain outstanding requirements for applications not in good order
- Handle customer questions and concerns and manage multiple queues as needed
- Liaise with Commissions Contracting & Licensing, Legal, and other departments
- Achieve required transaction quality performance
- Research and track documents and resolve service issues
- Keep producers and uplines updated on product and processing guidelines
- Guide producers in software usage and web initiatives
- Resolve moderate to complex sales and operational inquiries regarding product clarification and pending new business
- Adhere to sales and product compliance policies and legal requirements
- Monitor and improve processes and eliminate operational waste
- Perform other assigned functions, duties, and projects
Requirements
What you’ll need- AA or BA degree preferred
- Relevant experience considered in lieu of degree
- Minimum of 1 year experience working in the insurance or financial services industry
- Experience working in a service center, sales support team and/or other previous industry experience preferred
- Successful completion of Life insurance related education such as LOMA or CLU coursework preferred
- Basic understanding of F&G’s structure and products/service offerings
- Ability to build new skills and adapt to new ways of thinking
- Ability to self-organize, set priorities, and manage workload
- Understanding of basic data concepts
- Demonstrates risk awareness and understands risk mitigation strategies
- Regular and punctual attendance
- Minimal travel required (less than 10%)
Benefits
Comp & perks- In-office, hybrid and remote work arrangements
- Reasonable accommodations for applicants and candidates with disabilities
- Employee-centric flexible/hybrid work environment