F&G · 1 day ago
Life New Business Specialist I
United States
Full-time
Hybrid
Entry Level
1+ years expFidelity & Guaranty Life Insurance Company (F&G) is seeking a Life New Business Specialist I to act as a liaison between various departments to resolve new business and customer service issues. The role involves managing life insurance applications and ensuring compliance with company policies while providing excellent customer service.
Financial ServicesInsurance
Responsibilities
This role is responsible for processing and managing Life New Business applications from the time the case is submitted to the point the case is issued
Serves as the primary owner for resolving any open issues for a submitted life application
Achieves required phone and transaction performance as defined for the Life New Business Specialist I
Researches and tracks documents to resolve service issues with emphasis on a designated function
Proactively keeps producers and uplines up-to-date on product and processing guidelines
Resolves problems & guides producers in software usage and web initiatives
Resolves moderate sales/operational needs/inquiries as pertains to product clarification, pending new business, supply needs, illustrations, and marketing administration
Adheres to company policies and legal requirements regarding sales and product compliance
Perform other functions, duties and projects as assigned
Regular and punctual attendance
Some travel may be required (less than 10%)
Qualification
Required
Minimum of 1 year customer service experience
Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area
Demonstrates ability to build new skills and adapt to new ways of thinking
Handles customer questions and concerns in a timely and professional manner
Develops and maintains goal-oriented, collaborative and productive, team-driven relationships
Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations
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
Demonstrates awareness of workload and shares updates on availability with manager
Monitors, measures and assesses processes to determine areas of improvement; identifies and eliminates operational waste
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
Regular and punctual attendance
Preferred
AA or BA degree preferred
Insurance or financial services industry preferred
Experience working in a service center, sales support team and/or other previous industry experience preferred
Successful completion of Life insurance related education such as LOMA or CLU coursework preferred
Some travel may be required (less than 10%)
Company
F&G
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$3.27BKey Investors
Fidelity National Financial
2025-01-06Post Ipo Debt· $375M
2024-10-01Post Ipo Debt· $500M
2024-05-20Post Ipo Debt· $550M
Leadership Team
John Phelps
EVP, Head of Owned Distribution
Recent News
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