Administer financial and non-financial annuity transactions throughout the contract lifecycle, including applications, transfers, disbursements, tax-related processing, and settlement options. Provide customer and producer support, verify documentation and regulatory compliance, maintain accurate records, meet service levels, and contribute to process improvements and operational risk mitigation.
The Case Manager is responsible for the end-to-end processing of new business applications and providing high-touch support to producers. They handle inbound customer inquiries, manage case documentation, and coordinate with underwriting to ensure timely policy issuance.
The Senior Underwriter evaluates life insurance applications by assessing health, financial, and lifestyle risk factors to determine appropriate rate classes. They also maintain relationships with stakeholders and ensure underwriting decisions align with company policies and mortality objectives.
The advisor is responsible for selling life and critical illness insurance by conducting needs analyses and submitting applications. They must also maintain compliance, meet sales targets, and manage client communications through various channels.
The Regional Sales Director is responsible for managing a defined territory to generate sales and develop new business within the MGA channel. They will build long-lasting relationships, provide product training, and serve as the primary contact for distributor support.
