Manager, Annuity New Business Training & Quality Assurance

Sammons Financial Group • West Des Moines, IA

337d • $67,633 - $112,722

About The Position

Lead, coach and develop Annuity New Business team members to provide efficient, compliant and high quality service to our customers in support of the business unit's goals and established service level agreements. Drive individual and team performance to meet stated KPIs (key productivity indicators) and SLAs while continuously driving for efficiency gains and improvement to overall ease of doing business for our customers. Adhere to Sammons Financial Group (SFG) member companies shared values in all decisions and actions. TEAM SUMMARY: Annuity New Business supports our Agent, MGA/IMO and Broker Dealer customers through the management of initial application review, not-in-good order follow-up, incoming transfer facilitation and issuance for sales of Midland National and North American Company products. We provide processing and customer support to our fixed Annuity distributions. While serving each of our dynamic distribution channels, we manage multiple legacy systems, processes and procedures. The Annuity New Business team is located in West Des Moines with many employees working remotely.

Requirements

• Bachelor's Degree or equivalent work experience.
• Insurance industry experience.
• Prior management of KPIs, SLAs, planning, and workforce management data.
• Bias to action and sense of urgency and possess problem solving, strategic and process thinking skills.
• Effective leadership, coaching, motivation and decision making skills.
• Strong focus on customer service.
• Proven ability to manage multi-facetted business needs and diverse processes.
• Exceptional verbal, written and visual communication skills.
• Must exhibit a strong emotional intelligence.
• Self-motivated and ability to work independently and effectively under deadline pressures.
• Strong analytical skills to evaluate facts and data using sound and mature judgment.

Nice To Haves

• Balance all business decisions weighing the cost benefits of each to ensure that cost effective solutions are reached, keeping in mind long term benefits and automation.

Responsibilities

• Lead and develop team and individual KPIs, SLAs and goals that align with the departmental, divisional and SFG objectives.
• Attract and retain top talent by identifying high-potential employees and provide opportunities to develop their skills.
• Partner with each team member to focus on individual performance and inspire individual action toward meeting team standards.
• Review and analyze systems, processes and data to improve workflow and increase efficiency through application of technology.
• Support and provide department level training, including overseeing of procedure documentation and work standards.
• Effectively lead and manage customer service related issues and process improvements.
• Actively manage the department budget with a strong focus on unit cost reduction opportunities.
• Foster internal and external working relationships to help achieve business goals.
• Lead, develop and engage employees in multi-site locations (including remote).
• Support and reinforce our commitment to operational, financial and internal controls processes.

Benefits

• Health, Dental, Vision insurance.
• Company Paid Retirement.
• PTO and Holiday Pay.
• Employee Stock Ownership Plan (ESOP) which is 100% company-funded.
• Healthy balance between work and personal lives.
• Friday afternoons off all year long.
• Competitive PTO and generous number of paid holidays.
• Incentive program for defined goals subject to eligibility and performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree