Case Manager New Business - Annuity Job at Sammons Financial Group (West Des Moines)

Job Description

Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes. Work with, navigate within and understand complex computer systems while maintaining high quality work. Responsibilities include but are not limited to: application review, case management, quality assurance and inbound and outbound call support/guidance.

Job Responsibility

Provide professional, accurate and timely service to agents, distribution partners and internal and external customers, with a focus on efficient and effective end to end processes
Work with, navigate within and understand complex computer systems while maintaining high quality work
application review
case management
quality assurance
inbound and outbound call support/guidance
Use superior language skills to provide high quality customer service via telephone (inbound and outbound), email or written communication
Process a variety of tasks, high volumes of work and inbound phone calls in a fast paced, time-sensitive environment
Process applications and corresponding paperwork
document any outstanding requirements
Apply premium and issue contracts
Independently conduct initial review and make decisions that fall within prescribed policies and limits
Proactively initiate telephone communication to build positive relationships and educate agents, advisors or customers regarding application status and outstanding requirements
Manage cases with a sense of urgency and commitment to accuracy
Accountable for making corrections, resolving problems or complaints and notifying individuals of action taken
For Policy Change, utilize accounting principles and practices to ensure accounts are in good standing and in compliance with suspense controls
Take ownership and accountability for achieving and maintaining daily production goals and decreasing total turnaround time
Monitor personal work to verify accuracy and ensure compliance with company standards and regulations
Maintain knowledge of the multiple platforms through which applications and funds are received
Analyze complex information, use resources to identify solutions and follow through on resolution of issues promptly and professionally
Perform due-diligence to potentially identify fraudulent conduct and take appropriate actions to alert Legal and Compliance
Look for work process improvement opportunities by analyzing results, monitoring discrepancies and collaborating with team or peers for input in order to identify trends
Participate in ongoing training and development to maintain knowledge of New Business, system enhancements and professional skills
Actively participate and collaborate during daily team huddles
Support multiple customer bases that include distribution partners, external customers, third parties and internal partners
Use comprehensive knowledge of annuity or life contracts, government regulations and departmental policies and procedures to provide support to other teams and departments as volume and capacity allows
Provide training support for the team, including helping to train new team members when necessary
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
regular attendance is required and expected
Other duties as assigned

Requirements

Bachelor's Degree Preferred
1-3 years' experience in a related field Preferred
Customer centric mindset
Strong communication skills, both verbal and written
Superior ability to listen and be responsive to customers
ability to relay difficult decisions while showing empathy
Strong sense of urgency
Excellent decision making skills with the ability to solve problems innovatively
Ability to work independently and also effectively work with diverse personalities
Strong organizational skills and attention to detail
Ability to prioritize work effectively and accurately manage a large volume of work in a fast-paced environment
Open to coaching and constructive feedback
Demonstrated ability to adapt to frequent change and to think with a future focus mindset
Ability to work periodic overtime, sometimes with relatively short notice
Criminal background check required
If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position
if we are holding securities licenses, a credit check will also be required

What we offer

Health
Dental
Vision
Company Paid Retirement
PTO
Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives
Friday afternoons off all year long
competitive PTO
generous number of paid holidays
incentive program for defined goals subject to eligibility and performance
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Commercial Sales

Leads collaborations with various sellers and business stakeholders in order to ...

Location

Singapore , Singapore

Salary:

Not provided

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Business Management, Information Technology, Law, Marketing, Finance, Communication, Education (or equivalent) or related field AND 5+ years sales and negotiation experience or related work or internship experience OR 7+ years sales and negotiation experience OR equivalent experience.
Master's Degree in Business Management, Information Technology, Law, Marketing (or equivalent) AND 6+ years sales and negotiation experience or related work OR Bachelor's Degree in Business Management, Information Technology, Law, Marketing, Finance, Communication, Education (or equivalent) or related field AND 7+ years sales and negotiation experience or related work or internship experience OR 9+ years sales and negotiation experience OR equivalent experience.

Job Responsibility

Leads collaborations with various sellers and business stakeholders in order to achieve revenue targets independently. Leverages critical resources (e.g., deal desk, sales support, partners, finance) to drive business outcomes. Contributes to high levels of strategic conversations internally or externally. Proactively engages with others to align commercial strategy to customer needs. Participates in the planning and execution of strategies with partners to ensure that solutions are aligned to customer commercial strategic needs. Applies deep knowledge of solution assessment and expected outcomes to determine how commercial licensing and contracting should be changed to best meet customer needs. Drives accountability in resolving cross-functional issues to successful conclusion. Engages in feedback loop to corporate to improve/simplify contractual commercial to meet business needs or market opportunities. Fosters overall success by driving strong team collaboration, cross segment and cross group collaboration. Leads teams by sharing knowledge, supporting the onboarding of others in the same role, and proactively responding to feedback.
Ensures that customer/partner support/account teams deliver value during lifecycle management planning and that they are aligned with teams on customer/partner priorities, strategies, and budget to better structure deals that drive annuity and cloud growth. Initiates and develops challenger relationships with customers/partner to understand their priorities and strategies, and structures deals that drive value and contribute to Microsoft growth through attainment of revenue-based, share-based, and/or consumption-based quota with minimal guidance. Demonstrates empathy with high-level customers and partners. Grows share and adoption while simultaneously driving business value for customers. Proactively identifies and balances customer/partner and Microsoft needs when crafting value-based solutions. Represents customer and partner requirements in proposals. Translates requirements into proposals. Identifies issues and potential recommendations for internal stakeholders to help solve customer/partner issues. Leverages knowledge about customer/partner priorities and industry challenges to solve problems. Simplifies commercial strategies for customers and partners with minimal guidance. Orchestrates the right resources to solve partner issues in deals. Engages with partners (e.g., licensing solution partner [LSP], cloud solution provider [CSP]) in effective ways to establish customer solutions for the benefit of all parties independently.
Leverages knowledge of best practices and strategies to accomplish goals. Understands product strategy per solution area. Analyzes competitive positioning and use cases independently. Possesses and utilizes knowledge of industry, competition, and Microsoft offering to accomplish goals. Provides feedback to align pricing and offers commercial strategies to meet customer needs. Provides alternatives and recommendations internally and externally. Demonstrates agility in aligning business strategies within region. Actively pursues learning opportunities and reinforces understanding of local subsidiary strategy. Helps other team members understand Microsoft/customer business strategies and why they are important for accomplishing goals. Creates clarity in their work and encourages others to do the same. Ensures that their peers follow through on plans.
Leads internal sales and management teams through sales process optimizing for the right level of investment and customization. Accomplishes tasks across stakeholders with appropriate breadth and depth. Crafts deals that will process, including any standard or custom amendments and documentation independently. Leverages internal resources to assist with customer queries regarding contract terms. Finalizes legal amendments reflecting operational and other requirements granted in specific customer situations. Handles objections and negotiates contractual amendments within empowerment as needed. Actively participates in the development of deal strategies to present offers to clients. Engages with stakeholders to ensure that efforts are executed effectively and that milestones are being reached. Ensures that the appropriate value has been sold and that the deployment plan has been considered. Leverages advanced understanding of sales science and operational acumen (e.g., pipeline metrics, closed rates, competitive selling) to establish a strategic sales execution cadence. Analyzes multiple data inputs quickly and develops strategic decision making to ensure the best sales and revenue production and velocity through management team where appropriate. Develops an outlook on upcoming business opportunities for their territory.
Proactively identifies business opportunities which vary based on deal lifecycle and artificial intelligence (AI) (e.g., upsell/cross-sell, expanding footprint, transformational). Uses knowledge of both customer and Microsoft commercial strategies to seize new opportunities that grow the Microsoft annuity footprint. Proactively consults internal partners (e.g., account team unit [ATU], specialist team unit [STU], customer success unit [CSU]) to maximize pipeline conversion. Prioritizes execution appropriately. Leverages knowledge to secure upsells that aligns to proven value. Works with account teams to identify growth opportunities and solutions. Creates and utilizes multiple equivalent offers (MEOs) that advances internal alignment and maximize business outcomes. Oversees offers.
Demonstrates comprehensive knowledge of monetization of products and solutions. Understands limitations on deal making (e.g., understands when it is appropriate and not appropriate to follow through with a deal). Develops and demonstrates comprehensive knowledge of industry and industry trends. Develops customer-centric offers independently by engaging with and aligning account teams around the deal(s) that they are casting. Partners with account team members to determine how opportunities in the account plan may be most effectively monetized. Builds the best contract structure to enable capitalization on opportunities. Leverages advanced knowledge of customer business needs and desired outcomes to achieve revenue goals using ethical selling methods. Develops and presents pricing scenarios and proposals. Builds upon industry knowledge and independently conducts competitive analysis to craft commercial solutions. Acts as a trusted advisor both internally and with customers in the sales process. Ensures appropriate monetization of commercial solutions. Leads early engagement, planning and ideation process. Coordinates and collaborates with peers and stakeholders to influence account territory planning. Crafts and executes close plan strategies. Aligns language of renewal or negotiation to customer's understanding.
Drives adherence to commercial solutions policy for commercial deal execution, inclusive of regulatory laws and principles in local markets, company policies, and guidance for consistent deal making. Coaches sales team to ensure compliance. Maintains and ensures others' sales and negotiation strategies adhere to established guidelines, policies, and legal standards. Partners with high-risk deal desk (HRDD) where applicable and audit teams. Leverages relevant tools including business conduct and integrity, appropriately and confidentially. Actively and promptly raises compliance issues as needed directly to the appropriate compliance organization. Supports less experienced team members in addressing compliance investigations. Pre-empt and advises on potential non-compliance issues and redirect appropriately. Serves as a trusted advisor on compliance (e.g., General Data Protection Regulation [GDPR]). Drives a culture of compliance through the sales deal execution related parts of Microsoft policy (e.g., anti-corruption policy). Ensures that win/win-compliant deal making occurs while commercial solutions.
Creates and manages commercial plan/contributes to account plan for strategic accounts by mapping out how to maximize qualified medium in size/scope or complex commercial opportunity for the account. Analyzes customer commercial opportunity history, inclusive of discounts, concessions, and consumptions for territory. Anticipates and verifies upcoming renewals as appropriate. Partners with leaders when negotiating complex commercial terms in collaboration with the account team and deal manager. Understands stakeholders (priority). Leverages formal negotiation strategies and identifies important factors for successfully negotiating (e.g., anticipates potential vulnerabilities, understands customer measurement of value in order to craft solutions to meet those needs defines walk-away positions). Consults with leaders on rhythm of negotiation team planning and reporting to stakeholders. Utilizes the strategy for the negotiation approach by engaging with senior stakeholders internally and externally. Drives accountability for negotiation outcome(s).
Analyzes deals for risks related to contract growth, partner channel risk, profitability (supported by deal desk as needed), legal issues, and contracting. Assesses and escalates risk as needed. Coaches others on assessment and escalation of risk as needed. Leverages both corporate and local resources. Keeps up to date with current tools. Judges when to take risks (e.g., market making deal).

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Case Manager New Business - Annuity

Job Description

Job Responsibility

Requirements

What we offer

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