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Lead, coach and develop Sammons Retirement Solutions (SRS) Premier and/or Securities Service team to provide efficient, compliant and high quality service to our customers in support of the business unit's goals and established service level agreements (SLAs).
Job Responsibility
Lead, coach and develop Sammons Retirement Solutions (SRS) Premier and/or Securities Service team
Work with Broker Dealer customers through the management of initial application review, not-in-good order follow up, incoming transfer facilitation and insurance for sales of Variance Annuity and Mutual Fund products
If working with Securities Service, complete daily trades with fund managers based on previous day activity and complete daily balancing process
Manage many of the post issue processes for block of business
Lead and develop team and individual KPIs, SLAs and goals
Attract and retain top talent
Partner with each team member to focus on individual performance
Review and analyze systems, processes and data to improve workflow and increase efficiency
Active learner keeping abreast of industry trends
Support and provide department level training
Effectively lead and manage customer service related issues and process improvements
Actively manage the department budget
Foster internal and external working relationships
Lead, develop and engage employees in multi-site locations (including remote)
Support and reinforce our commitment to operational, financial and internal controls processes
Create and maintain an operating environment that embraces our shared values, Sammons Leadership Series (SLS) principles and our corporate culture
Commitment to embrace Sammons Financial Group Companies shared values
As stated within the Company Attendance and Punctuality policy, regular attendance is required
Participate in other initiatives and/or projects as necessary
Requirements
Bachelor's Degree or equivalent work experience Preferred
Minimum 5 years' Insurance or Securities industry experience Preferred
Prior management of KPIs, SLAs, planning, and workforce management data Preferred
Bias to action and sense of urgency and possess problem solving, strategic and process thinking skills
Effective leadership, coaching, motivation and decision making skills
Strong focus on customer service
Proven ability to manage multi-faceted business needs and diverse processes
Effectively lead workforce dispersed in multi-site locations servicing multiple lines of business and product lines
Exceptional verbal, written and visual communication skills
Must exhibit a strong emotional intelligence
Self-motivated and ability to work independently and effectively under deadline pressures
Strong analytical skills to evaluate facts and data using sound and mature judgment
Balance all business decisions weighing the cost benefits of each to ensure that cost effective solutions are reached, keeping in mind long term benefits and automation
Travel up to 25% may be required
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
FINRA regulations require fingerprinting for this position
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
100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Friday afternoons off year-round, generous paid time off, and paid holidays
Paid development time, tuition reimbursement, and professional development opportunities
Volunteer time off, and company nonprofit matching gift program