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The Corporate Markets Specialist is responsible for performing all administrative and service functions for all Corporate Markets distributors and policy owners including handling the group administration.
Job Responsibility
Deliver customer service to distributors and policyowners that meet or exceed customer expectations
Perform group contract administration activities
Process new and renewal premiums for groups and individual policies
Aid in conservation strategies through proactive identification of policies at risk and notification of potential competition as well as special project work
Process annual statements twice per calendar year
Maintain and update the interest rate file and par rate file as needed
Define, implement, and test system requirements for all Corporate Markets products
Work on special projects as requested throughout the year
Manage relationships with distributors via quality service and face-to-face meetings to set expectations
Maintain current knowledge through the Capital Administration Group
Serve as back up to other positions within the department during absence or as increased needs arises
Commitment to embrace Sammons Financial Group Companies shared values
Regular attendance is required and expected
Other duties as assigned
Requirements
Bachelor's Degree or equivalent work experience in the life industry
Customer Service experience is critical in this position to service customers with honesty, respect, and integrity
Must be flexible to adapt quickly to change, possess strong technical, analytical and problem-solving skills to identify solutions to various situations and manage multiple priorities within stated timeframes
Oral and written communication skills, including presentation skills
Must possess strong interpersonal and relationship building skills
Competency with mainframe and PC technology
Must also be able to develop administrative procedures that are clear, concise, and follow the contract language
Able to contribute to and share resources within a team environment
Criminal background check required
What we offer
Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
100% company-funded Employee Stock Ownership Plan (ESOP)