Annuity New Business Manager – Securities Services

About the role

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).

Drive individual and team performance to meet stated KPIs (key productivity indicators) and SLAs while continuously driving for efficiency gains and improvement to overall ease of doing business for our customers.

Adhere to Sammons® Financial Group Companies shared values in all decisions and actions.

Responsibilities

• 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 to ensure trade systems and administration systems stay in balance.
• Ensure accuracy of data being passed to trade system.
• Manage many of the post issue processes for block of business.
• Lead and develop team and individual KPIs, SLAs and goals that align with the departmental, divisional and Company objectives.
• Ensure goals are compelling and transparent in order to drive understanding, ownership and commitment from the team members.
• Review and analyze systems, processes and data to improve workflow and increase efficiency through application of technology; implement change initiatives designed to enhance the productivity and quality of work performed.
• Active learner keeping abreast of industry trends & current competitive changes driving changes to maintain competitiveness in the market.
• Support and provide department level training, including overseeing of procedure documentation and work standards.
• Effectively lead and manage customer service related issues and process improvements in an efficient and compliant manner.
• Assist the Legal and Compliance Departments in review and resolution of complaints, lawsuits and other regulatory matters.
• Actively manage the department budget with a strong focus on unit cost reduction opportunities where applicable.
• Foster internal and external working relationships to help achieve business goals including the management of vendor relations to ensure contractual agreements are met.
• Lead, develop and engage employees in multi-site locations (including remote).
• Support and reinforce our commitment to operational, financial and internal controls processes (e.g. Model Audit Rule, Record Information Management, 38a-1, 22c-2) while also keeping current with our Business Continuity Plan.
• 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 (Accountability, Connection, Openness, Respect and Integrity).

Requirements

• Bachelor's Degree or equivalent work experience
• Minimum 5 years' Insurance or Securities industry experience
• Prior management of KPIs, SLAs, planning, and workforce management data
• 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

Qualifications

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
• Must have work authorization for this role

Skills

• Customer service
• Leadership
• Problem solving
• Strategic thinking
• Technology implementation
• Training and development
• Vendor management
• Workforce management

Benefits

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.

Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).

Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.

Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.

Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.

An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Pay

USD $69,324.00 - USD $115,540.00 /Yr.

Schedule

N/A