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F&G · 2 days ago
Manager, Electronic Distributor Interfaces
United States
Full-time
Hybrid
Senior Level
7+ years exp
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Responsibilities
Manage Electronic Order Entry (EOE) platform enhancement and maintenance backlog item prioritization with the business (in collaboration with the EOE team).
Effectively manage EOE project release alignment and adherence to handoff dates.
Collaborate with QA for testing commitment on planned projects.
Interface with Product Management to identify eApp impacts, set handoff deadlines, commit to release delivery dates.
Collaborate with eApp team and business stakeholders to develop and maintain a workable EOE release calendar.
Develop and maintain a strong strategic relationship both internally at F&G as well as externally within the industry in the order entry space.
Accountable for representing F&G EOE team to distribution partners as well as within industry and vendor meetings & events.
Provide proactive and regular communication of EOE enhancements and issues.
Drive operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors.
Understand the electronic order entry needs of key distributors and represent their views in project discussions.
Provide guidance/mentoring where appropriate to the EOE team, key service providers, vendors, and other service organization employees regarding successful operational relationship management, problem resolution, and service excellence.
Develops and drives EOE team strategy in alignment F&G strategic priorities.
Drives adoption and engagement of strategic initiatives through development of team objectives and activities.
Provide project management support for initiatives which do not have a formal project manager assigned to ensure project success.
Provides sound consultative guidance to projects and programs aimed at reducing agent/customer effort and/or frustration related to utilization of electronic order entry platforms.
Responsible for team activities that lead to an optimization of the service delivery process by using critical thinking, reports, agent/customer satisfaction surveys, and any other additional resources available.
Oversees direct reports and supports the department overall for the professional development and management oversight to ensure employee engagement and continual improvement within the team.
May be physically located with the business unit or work full time remote with periodic visits to the F&G Home Office in Des Moines, IA.
Qualification
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Required
Bachelor’s degree in a business field or equivalent experience.
7+ years of financial service experience or life insurance, annuity, retirement plans.
5+ years of customer service/relationship building experience.
2+ years in a management or similar leadership role that includes direct reports.
Preferred
Proficient understanding of Brokerage/IMO as well as Bank/Broker Dealer operations and electronic platform needs/usage.
Benefits
Flexible work arrangements
Reasonable accommodations for applicants with disabilities
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.
501-1,000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.4BKey Investors
Fidelity National Financial
2024-05-20Post Ipo Debt· $550M
2024-02-16Post Ipo Debt· $750M
2023-11-29Post Ipo Debt· $345M
Leadership Team
John Phelps
Executive Vice President, Chief Distribution Officer
Dave Czerwonka
Chief Transformation Officer
Recent News
2024-05-23
2024-02-23
2024-01-16
Company data provided by crunchbase
