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Fg LifeAnnuity New Business Specialist II
Fg Life is hiring an Annuity New Business Specialist II to manage escalated cases, complex operations, and service inquiries. Established in 1959, the company provides annuity…
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About This Role
Fg Life is hiring an Annuity New Business Specialist II to manage escalated cases, complex operations, and service inquiries. Established in 1959, the company provides annuity and life insurance solutions designed to support retirement security and financial protection against life uncertainties. Recognized as a top workplace nationally and in Iowa, the organization fosters an employee-centric, flexible workplace model that accommodates remote, hybrid, or in-office arrangements depending on business needs. This…
Job Description
Fg Life is hiring an Annuity New Business Specialist II to manage escalated cases, complex operations, and service inquiries. Established in 1959, the company provides annuity and life insurance solutions designed to support retirement security and financial protection against life uncertainties. Recognized as a top workplace nationally and in Iowa, the organization fosters an employee-centric, flexible workplace model that accommodates remote, hybrid, or in-office arrangements depending on business needs.
This professional acts as a primary communication bridge between agents, independent marketing organizations, third-party administrators, sales teams, and legal departments. The individual will handle intricate situations like suitability and New York Regulation 60, mentor newer staff members, and provide backup coverage for senior specialists or team leads during absences. Qualified candidates should possess a background in the insurance or financial services sector, alongside strong communication and problem-solving abilities.
Responsibilities
- Manage escalated customer service issues and complex new business cases with accuracy and high productivity
- Serve as an operational liaison between producers, uplines, third-party administrators, legal, and contracting departments
- Handle complex processes including suitability and NY Reg 60
- Collaborate with team leads and managers to draft, update, and improve procedures and documentation
- Act as backup for senior specialists or team leads by monitoring queues and managing work assignments
- Mentor new staff members and perform second reviews to ensure quality standards are met
- Answer escalated phone calls regarding service issues
- Provide proactive updates to producers and uplines concerning processing guidelines and product details
- Guide producers through web initiatives and software tool usage
- Resolve moderate to complex operational inquiries covering pending business, illustrations, product clarification, and marketing administration
- Track and research documentation while resolving service issues within a designated function
- Identify operational waste and assess processes to determine improvement areas
- Complete miscellaneous projects and duties as assigned while maintaining regular and punctual attendance
Requirements
- Three or more years of experience working within the financial services or insurance industry
- Demonstrated ability to meet required phone and transaction performance metrics
- Maintain regular and punctual attendance
Qualifications
- Associate or Bachelor degree
- Experience working in a sales support team, service center, or related industry setting
- Successful completion of life insurance educational coursework such as LOMA or CLU
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
The posting indicates that Fg Life offers flexible work arrangements including remote, hybrid, and in-office options, which are determined with leadership during the hiring process.
What level of experience is required for this role?
Candidates must have three or more years of experience working in the financial services or insurance industry.
What is the salary for the Annuity New Business Specialist II position?
The salary is not specified in the job posting.
Will this role require any travel?
Yes, some travel may be required, accounting for less than 10 percent of the time.
Sample Interview Questions
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