LTCG
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The Senior Account Manager is responsible for managing client relationships, implementing new business initiatives, and collaborating with internal departments. They oversee project timelines, pricing updates, and strategic planning to ensure client satisfaction and company profitability.
Responsible for accurate and timely processing of internal, incoming, and outgoing mail for illumifin and its clients. Communicate effectively with team members, manage mail services, and meet production and quality standards. Operate insertion room equipment and prioritize letters by client and service level.
An opportunity to join illumifin as an Annuity New Business representative, reviewing applications, transferring data, and establishing professional relationships. Requires high school diploma, 1-2 years of experience, and computer skills, especially in Microsoft Office and Data Entry.
The Manager, Annuity New Business is responsible for overseeing the processing, compliance, and operational excellence of annuity administration for multiple carrier clients. Responsibilities include leading new business issuance, collaborating on business processes, improving processes through analysis and automation, managing applications flow, ensuring compliance, training staff, monitoring key controls, resolving issues, creating reports, and serving as a subject matter expert.
The Director of Operations - Annuities is responsible for leading Annuity New Business and Policy Service processing functions, ensuring operational initiatives align with performance and quality objectives. This role requires 8+ years of financial services operations experience, strong leadership skills, and expertise in Excel and insurance administrative systems.