Life New Business Coordinator I

Job Summary This position functions as a support role for the life and annuity new business specialist teams, including but not limited to assisting the transfer/1035 teams and administrative duties. Duties and Responsibilities Prepare transfer paperwork and letters of acceptance. Assist with various administrative tasks to support Life and Annuity New Business Specialist team workflow. Complete follow up calls to other insurance carriers. Achieve required phone and transaction performance as defined for the New Business Coordinator Adhere to company policies and legal requirements regarding sales and product compliance. Experience and Education Requirements High School Diploma 0-1 years of experience working in a service center, sales support team and/or other previous industry experience preferred. Knowledge, Skills & Abilities Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area. Maintains effectiveness in a changing internal environment, such as assignment to a new task or function. Handles customer questions and concerns in a timely and professional manner Develops an awareness of workloads, assists team members regardless of who owns the task. Begins to develop skillset to frame message to audience appropriately with coaching and guidance. Develops awareness of new techniques, methods, and practices. Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G. Establishes working relationships with team members and colleagues. Asks thoughtful questions to understand business objectives or desired outcomes. Demonstrates ability to self-organize, set priorities, and manage workload. Demonstrates basic understanding of how current job fits into the organizational vision. Develops an awareness of workload and shares updates on availability with manager. Understands and works to improve basic processes and systems. Understands basic data concepts. Accepts and owns assigned project tasks; understands impact within the team or organization. Understands expectations for interaction with vendors for their functional area. Contributes to deliverables by executing work and providing team members with appropriate status updates. Demonstrates risk awareness and understands risk mitigation strategies Other Requirements: Perform other functions, duties and projects as assigned Regular and punctual attendance Some travel may be required (less than 10%) #LI-JB1 #LI-Remote Additional Information Work Environments F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected]. Join our employee-centric hybrid work environment: F&G Careers About F&G Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events. As a national Top Workplace 1 , an Iowa Top Workplace 2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work. 1 Top Workplaces USA 2022 – 2023 2 Des Moines Register Top Workplaces 2018 – 2022 Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.