Manager, Annuity New Business at Sammons Financial Group Companies (Des Moines, IA)

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What you can expect as the Manager, Annuity New Business:

Lead, coach and develop Annuity New Business team members to provide efficient, compliant and high quality service to our customers in support of the business unit's goals and established service level agreements. 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 (SFG) member companies shared values in all decisions and actions.

Annuity New Business supports our Agent, MGA/IMO and Broker Dealer customers through the management of initial application review, not-in-good order follow-up, incoming transfer facilitation and issuance for sales of Midland National and North American Company products. We provide processing and customer support to our fixed Annuity distributions. While serving each of our dynamic distribution channels, we manage multiple legacy systems, processes and procedures. The Annuity New Business team is located in West Des Moines with many employees working remotely.

  • Lead and develop team and individual KPIs, SLAs and goals that align with the departmental, divisional and SFG objectives. Ensure goals are compelling and transparent in order to drive understanding, ownership and commitment from the team members. Goals and targets should be continuously evaluated and adjusted to ensure a culture of high performance and engagement is maintained within the team.
  • Attract and retain top talent by identifying high-potential employees and provide opportunities to develop their skills and expand their circle of influence in our organization.
  • Partner with each team member to focus on individual performance and inspire individual action toward meeting team standards. Provide continual coaching and feedback regarding progress, strengths and areas for development. Utilize corporate programs to reinforce employee performance and development, including Target Incentive Plan (TIP), annual merit reviews and individual development plans (IDP).
  • 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) 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 (Respect, Accountability, Integrity, and Openness)
  • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.

What we are looking for:

  • Bachelor's Degree or equivalent work experience preferred
  • Insurance 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-facetted 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
  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
  • FINRA regulations require fingerprinting for this position. Management reserves the right to determine and approve incumbent suitability for this position.

Sammons Financial Group Companies offers some of today's most sought after life insurance, annuity, retirement planning products and portfolio-management solutions. Unlike most financial organizations, our companies are not publicly traded, which means we're focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

What you can expect when you join Sammons Financial Group:

  • A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture
  • A healthy balance between work and personal life to do your best work. Workplace flexibility options may be available.
  • Friday afternoons off, competitive Paid Time Off, volunteer time off and a generous number of paid holidays!
  • Great benefits including medical, dental, vision, wellness, charitable giving programs, education assistance... to name a few!
  • A generous, 100% company funded, Employee Stock Ownership Retirement Plan!
  • A casual dress code, including jeans!
More Information on Sammons Financial Group Companies
Sammons Financial Group Companies operates in the Fintech industry. The company is located in West Des Moines, IA, Chicago, IL, Sioux Falls, SD and Fargo, ND. Sammons Financial Group Companies was founded in 2022. It has 1001 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 18 open jobs at Sammons Financial Group Companies, click here.
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