- Lead a team of customer service associates handling requests for financial and non-financial transactions, using our workflow, imaging, and processing systems
- Monitor and track daily production reports and/or tasks in the workflow system; assign tasks to team members for completion as needed
- Review and approve a variety of disbursement transactions via wire, ACH or check
- Assist with quality reviews of financial and non-financial transactions
- Achieve teams goals of consistent high quality and speed of service
- Continuously assess, evaluate and refine performance measures; address missed SLA's and provide remediation plan when needed
- Strengthen the financial professional relationship by raising the caliber of service provided
- Develop inter-department relationships to effectively bring a case to resolution
- Identify and recommend ongoing process improvements
- Work collaboratively and take the lead on service/operational projects
- Prepares operational and risk reports with trending analysis for senior leadership
- Effectively coach and develop associates on team work, service acumen and technical skills
- Seek opportunities to leverage best practices to meet requirements
- Accept ownership of the interaction and provide follow-through
- Ability to work virtually (High proficiency)
- Extensive understanding of life insurance and/or annuity products and how claims/disbursements are processed (High proficiency)
- Demonstrates a positive, professional and proactive approach to work (High proficiency)
- Ability to think like the customer and respond with the level of urgency and professionalism expected (High proficiency)
- Must be able to effectively build relationships with all levels of management (High proficiency)
- Well-organized with ability to prioritize multiple tasks and assignments (High proficiency)
- Strong analytical, problem solving and critical thinking skills (High proficiency)
- Excellent written and verbal communication skills (High proficiency)
- Strong customer service orientation (High proficiency)
- Models leadership competencies of courage, collaboration and commitment (High proficiency)
- Ability to work with others in a collaborative team environment (High proficiency)
- Experience with driving positive change and results (High proficiency)
- Detail-oriented (High proficiency)
- Works independently under limited supervision (High proficiency)
- Good interpersonal skills with the ability to work with co-workers in other operational departments (High proficiency)
- Strong time management and organizational skills (High proficiency)
- Proficient in Microsoft Excel and Word (High proficiency)
- Ability to comprehend and articulate complex information (High proficiency)
- Strategic thinker with the ability to articulate and drive a clear vision to team members. (High proficiency)
- Highly resourceful with the ability to look beyond the obvious (High proficiency)
- Familiar with contact center environment (High proficiency)
- H.S. Diploma or Equivalent education Required
- Associate's Degree no specific discipline required Required
- Bachelor's Degree Business Administration, Management, Operations Preferred
- 5-7 Years experience within Insurance industry Required
- 5-7 Years Leadership experience Required
- FINRA Series 6 FINRA Series 6 Preferred
- Ability to work virtually (High proficiency)
- Extensive understanding of life insurance and/or annuity products and how claims/disbursements are processed (High proficiency)
- Demonstrates a positive, professional and proactive approach to work (High proficiency)
- Ability to think like the customer and respond with the level of urgency and professionalism expected (High proficiency)
- Must be able to effectively build relationships with all levels of management (High proficiency)
- Well-organized with ability to prioritize multiple tasks and assignments (High proficiency)
- Strong analytical, problem solving and critical thinking skills (High proficiency)
- Excellent written and verbal communication skills (High proficiency)
- Strong customer service orientation (High proficiency)
- Models leadership competencies of courage, collaboration and commitment (High proficiency)
- Ability to work with others in a collaborative team environment (High proficiency)
- Experience with driving positive change and results (High proficiency)
- Detail-oriented (High proficiency)
- Works independently under limited supervision (High proficiency)
- Good interpersonal skills with the ability to work with co-workers in other operational departments (High proficiency)
- Strong time management and organizational skills (High proficiency)
- Proficient in Microsoft Excel and Word (High proficiency)
- Ability to comprehend and articulate complex information (High proficiency)
- Strategic thinker with the ability to articulate and drive a clear vision to team members. (High proficiency)
- Highly resourceful with the ability to look beyond the obvious (High proficiency)
- Familiar with contact center environment (High proficiency)
-
Associate Analyst, Annuity Operations
1 week ago
LPL Financial Tempe, United States Full timeJob Overview: · The Annuity Operations Associate supports our Financial Advisors, their assistants and internal business partners in the purchase of annuities via the Annuity Order Entry (AOE) platform. This individual is part of a specialized operations team supporting annuity p ...
-
Lead Software Development Engineer in Test
2 days ago
Penn Mutual Life Insurance Tempe, United StatesAs a Lead Software Development Engineer in Test (SDET) at Penn Mutual Life Insurance, you will play a crucial role in ensuring the quality and reliability of our software products md systems related to life insurance and annuities. You will work with a team of quality engineering ...
-
Lead Software Development Engineer in Test
1 week ago
Penn Mutual Tempe, United States Full time/Regular· Job Description · As a Lead Software Development Engineer in Test (SDET) at Penn Mutual Life Insurance, you will play a crucial role in ensuring the quality and reliability of our software products md systems related to life insurance and annuities. You will work with a team ...
-
Business Development Director
2 weeks ago
Penn Mutual Tempe, United States Full time/Regular· Job Description · The Business Development Director is a key role in the 1847Financial office and is responsible for providing a full range of marketing expertise, support and leadership to the 1847Financial field office to help drive strong sales results. · We've embraced a ...
-
life, annuity, and service specialist
1 week ago
USAA Tempe, United StatesWhy USAA? · Lets do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nations military, but we all share in the mission to g ...
-
In Home Caregiver
1 week ago
Ability360 Mesa, United StatesAbility360 - POSITION DESCRIPTION · "About Ability360": Ability360 has been in operation for over 40 years and is a nationally recognized Home Care Services provider. Ability360 caregivers deliver high-quality, non-medical, in-home care to people in their homes or places of resid ...
-
Customer Service Specialist
5 days ago
The Quantum Group, USA, LLC Scottsdale, United StatesQuantum is a dynamic and fast growing financial company in North Scottsdale and we have an opportunity for Client Services within our Operations team. This is a non-sales account manager in our client services department reporting in to the Operations Manager. · The Client Servi ...
-
Associate Service Consultant
1 week ago
LPL Financial Tempe, United States Full timeAre you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you · LPL Financial (Nasd ...
-
Ip Analyst
2 weeks ago
Clarivate Tempe, United StatesAs an IP Analyst on the IP Admin team at Clarivate, you will provide paralegal support throughout the patent lifecycle. You will work closely with the United States Patent & Trademark office as well as other law firms, agents, and clients to accomplish this. You will be managing ...
-
LPL Financial Tempe, United States Full timeJob Overview: · Our Associate Analyst in Security Master and Pricing is a team expert responsible for providing unparalleled customer support for LPL's mutual fund trade data and pricing. The reporting includes advisor/client reporting, firm-level financial reporting and risk rep ...
-
Director Financial Services Sales
5 days ago
Farm Bureau Financial Services Gilbert, United StatesDirector Financial Services Sales · Do you consider yourself a strategic visionary with a passion for creating processes and efficiencies? Do you have a knowledge and passion for operations in the Wealth Management division? If so, this Director of Financial Services Sales oppor ...
-
Practice Support Associate
3 days ago
Thrivent Financial Scottsdale, United StatesVista Point Wealth Advisors, an established financial services practice for Thrivent is looking for a full-time Practice Support Associate (Client Service Administrator). This is an incredible opportunity for the right person to grow professionally and financially and become a vi ...
-
Solutions Architect
1 week ago
Integrity Marketing Group Scottsdale, United StatesAbout Annexus · As the leading independent product design and distribution company in America, Annexus designs solutions to help Americans grow and protect their retirement savings. Since 2006, Annexus has developed the industry's best-performing fixed-indexed annuities and inde ...
-
Life, Annuity, and Service Specialist
1 week ago
USAA Phoenix, AZ, United StatesWhy USAA?Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to giv ...
-
Mid-Level Retirement Income Specialist
1 week ago
USAA Phoenix, United States Full timeThe Opportunity · As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. · We offer a flexibl ...
-
Women Health Specialist Services Associates
1 week ago
USAA Phoenix, AZ, United StatesWhy USAA? · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We believe in o ...
-
Life, Annuity, and Service Specialist
1 week ago
USAA San Francisco, United States PermanentWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...
-
Life, Annuity, and Service Specialist
5 days ago
USAA Phoenix, United StatesWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...
-
Customer Service Associate
1 week ago
MassMutual Phoenix, United States/ / Customer Service Associate - No Weekends, Remote **Customer Service Associate No Weekends, Remote** · Phoenix, AZ · Customer Service · **R11058** · **Why we need you:** · Were growing, and our clients deserve the best. As a Customer Service Associate within our Life Call ...
-
Pension Customer Service Representative
5 days ago
Southwest Service Administrators Inc Phoenix, United StatesJob Details · Job Location · Phoenix AZ - Phoenix, AZ · Position Type · Full-Time · Salary Range · $ $22.50 Hourly · Travel Percentage · None · Job Shift · Day · Description · The Pension Customer Service Representative primarily focuses on assisting members with quest ...
Manager, NY Life and Annuity Operations - Tempe, United States - Penn Mutual Life Insurance
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Penn Insurance and Annuity of New York (affiliate of Penn Mutual) has a team that services and processes our life and annuity business. This team is essential to our business, as they are the face of our company, providing critical interactions with our financial professionals and their clients. As a Manager of this team you will ensure that client requests, of all transaction types, are completed in a timely manner. It is your role to guide and coach team members while providing excellent customer service to our policyholders. You will adhere to timely service standards, manage expectations of clients and partner with other colleagues throughout the Penn Mutual organization in order to maintain a high level of confidence from our field partners.
We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Responsibilities
Required Skills
Required Experience
Education
Experience
Licenses and Certifications
Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.
Base Salary - $90,000 - $127,500