Group 1001 · 12 hours ago
Annuity and Client Success Manager
Zionsville, Indiana
Full-time
Hybrid
Mid, Senior LevelGroup 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering outstanding value. The Manager of Annuity & Client Success is responsible for enhancing the client experience in the life and annuity sector by providing support and education to clients, while also overseeing a formal asset retention program.
FinanceFinancial ServicesInsurance
Responsibilities
Coach, lead, and develop a high-performing team of licensed agents to deliver consistent, empathetic, and compliant client experiences; set client experience standards, run quality assurance reviews, provide regular coaching, and manage performance plans
Exhibit versatility and adaptability by managing diverse roles and responsibilities, responding effectively to shifting priorities and business needs to enhance team performance
Work collaboratively with internal teams to refine the client experience, actively identifying and overcoming obstacles for client satisfaction
Foster meaningful human connections by employing empathy to deeply understand and meet client needs, leading to exceptional client experiences
Dedicate to ongoing learning and development, staying current with industry trends and regulatory changes to continuously enhance service quality
Possess a comprehensive understanding of annuities and income strategies, including Single Premium Immediate Annuities, Deferred Income Annuities, Fixed Deferred Annuities, Variable Annuities, Fixed Indexed Annuities, and Hybrid/Structured Annuities
Own client enablement for new business: equip agents with consultative education on annuity products and strategies to identify needs, and present solutions while adhering to regulatory requirements
Lead the customer retention strategy end-to-end: define retention criteria, design outreach processes and scripting, run controlled pilots to measure efficacy, and partner with Compliance and Business leads to operationalize successful approaches; establish analytics to monitor retention outcomes
Reinforce adherence to regulatory standards in all client interactions
Collaborate cross-functional (Product, Compliance, Operations) to remove barriers to client satisfaction, optimize application and service workflows, and continuously enhance the D2C experience
Maintain coverage and team readiness; align staffing and workflows to meet client demand within established schedules
Qualification
Required
Experience leading and managing a team
Bachelor's Degree or experience in lieu of education required
Strong preference for backgrounds in financial services or annuities, demonstrating flexibility and adaptability across roles
Active Life and Health License Required
Series 6 & 63 Licenses Required
Series 26 License Required (or ability to obtain in first 30 days)
Exceptional communication skills with meticulous attention to detail
Data-driven, analytical mindset focused on understanding and enhancing processes
Proven critical thinking and decision-making skills
Excellent interpersonal, management, motivation, and analytical skills
Strong commitment to customer service and quality required
Details oriented with strong organization, presentation, and prioritization skills
Preferred
Experience leading a multichannel digital experience, e.g., inbound/outbound voice, chat, email, SMS, etc
Experience successfully leading a hybrid/remote workforce
Benefits
Comprehensive health, dental, and vision insurance plan options
Basic and Supplemental Life Insurance
Short and Long-Term Disability
Employee Assistance Program
Wellness programs
401K plan, with matching contributions by the Company
Company
Group 1001
Group 1001 is a collective that empowers companies to create positive growth. Our insurance and annuities are easy to understand and accessible to all.
Founded in 2013
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tony Marichal
VP of Annuity Operations
Mark McCallister
Chief Internal Auditor
Recent News
2025-08-08
2025-07-09
Coverager - Insurance news and insights
2024-12-04
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