Relationship Manager - Annuity Operations
Insight Global
Job Description
An employer is looking for an Annuity Operations Relationship Manager to join their team in Shelton, CT or remotely. This person will join the newly created "brainchild" of two well established private equity firms--this new company will be focused on the annuities space of life insurance.
The Annuity Operations Inside Wholesaler will work cross functionally with the company's External Wholesaler, Agents and other internal employees. Responsibilities include assisting in the facilitation of service requests for annuity contracts and reviewing requests against both regulatory and internal standards prior to processing. This person should have a background in annuities, and will be an advisor to agents for any more complex claims processing needed.
Additionally, this person must be comfortable in a fast-paced environment with little processes in place.
Compensation for this role is 120-150k per year annually plus bonus.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
3-5+ years of experience in annuity sales or a similar financial services/insurance role, ideally in a wholesaling or sales desk capacity.
E-Application experience
Life Insurance Illustration Software experience (preferably with Hexure)
Experience working with agents, distributors, and agency Prior experience in Suitability null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Por favor confirme su dirección de correo electrónico: Send Email