Annuities Supervisor (New Business) jobs in Florida

Annuities Supervisor (New Business) supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Being an Annuities Supervisor (New Business) is responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Additionally, Annuities Supervisor (New Business) requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Annuities Supervisor (New Business) supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be an Annuities Supervisor (New Business) typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Supervisor - New Business Intake
  • Baker McKenzie
  • Tampa, FL FULL_TIME
  • The Supervisor, New Business Intake (NBI) will effectively supervise the New Business Intake (NBI) team and operations; provide an efficient and effective service to In-Market personnel, including Firm Partners and offices when opening new and existing client registrations and matters; guide Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.
    To manage several NBI Intake staff all based in the Tampa Center; ensure all team members perform to the highest level and adhere to Firm and NBI policies and procedures.
    Responsibilities:
    • Provide support to the Firm, Partners, and offices about the new business intake and maintenance processes, mitigating risk exposure of the firm to client onboarding and matter opening
    • Supervise the New Business Intake Tampa team including daily assignment of work, ensuring all NBI checks are completed by the team for matter opening and maintenance processes, and coordinating daily handovers with global center team peers
    • Supervise team performance to service KPIs and Service Level agreements, ensuring all requests are reviewed and processed by the team within the agreed 2 business day service level agreement
    • Provide feedback on office performance to key in-market stakeholders to ensure the quality of submissions meets the target 95% Right First Time Intake requirements and drive engagement to improve performance where required
    • Provision of advice, mentoring, and training on compliance with the Attorney Manual and relevant laws, including Anti-Terrorist Financing/Anti-Money Laundering/Know Your Client issues, NBI, and Firm policies and procedures
    • Work with the Service Owner to implement quality checks and ensure all team members receive constructive feedback, with a view to continuous improvement and excellent service delivery
    • Performance Management responsibilities are an important aspect of the role; hold regular one-to-one meetings with team members and be responsible for performance planning and management; work with peers and the Service Owner to ensure objectives, benchmarks, and performance expectations are aligned across the department and are consistently applied
    • Responsible for the training and development of their team
    • Support Coordinators and Analysts in their roles and drive departmental performance and success through technical and critical skills training; identify training needs and work with Analysts to ensure they have the training and support required to perform competently in their roles
    • Responsible for personnel and administrative matters, including but not limited to resourcing, overtime, attendance, and staff training; coordinate assignments, compile and develop operational reporting and other administrative duties
    • Collaborate with Management and their counterparts across other Centers to deliver team projects and initiatives that are aligned with and contribute towards departmental objectives

    Experience Required

    Essential:
    • Bachelor's Degree
    • Proven supervisory or people management experience
    • Operations management experience
    • Customer service/client focus experience
    • Exceptional problem-solving, critical thinking, and analytical skills
    • Excellent time management and organizational skills
    • Proven ability to multi-task and work well under pressure, prioritize workloads, and work to tight deadlines
    • Highly self-motivated and proactive approach
    Desirable:
    • Expertise in performing detailed analysis in a financial or law-related institution
    • Experience working in a professional services environment with a focus on client onboarding, conflict analysis, compliance, Risk, or AML/KYC
    • Knowledge of U.S. Anti-Terrorist Financing / AML / KYC and OFAC

  • 5 Days Ago

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Business Development Manager - Remote (New England/Upstate New York Territory)
  • ODP Business Solutions
  • Boca Raton, FL FULL_TIME
  • Overview The Business Development Manager will be responsible for acquiring new high potential accounts for ODP by creating relationships with non-ODP decision influencers, decision makers, and curren...
  • 1 Month Ago

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Administrative/Vote-by-Mail Project Assistants
  • Leon County Supervisor of Elections
  • Tallahassee, FL TEMPORARY,FULL_TIME
  • Important: ***Only applications received through the application portal located at www.LeonVotes.gov/Jobs will be considered for hire. Visit www.LeonVotes.gov/Jobs for complete information on this and...
  • 8 Days Ago

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Customer/Voter Services Assistants
  • Leon County Supervisor of Elections
  • Tallahassee, FL TEMPORARY,FULL_TIME
  • Important: ***Only applications received through the application portal located at www.LeonVotes.gov/Jobs will be considered for hire. Visit www.LeonVotes.gov/Jobs for complete information on this and...
  • 8 Days Ago

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Early Voting and Logistics Assistant
  • Leon County Supervisor of Elections
  • Tallahassee, FL TEMPORARY,FULL_TIME
  • Important: ***Only applications received through the application portal located at www.LeonVotes.gov/Jobs will be considered for hire. Visit www.LeonVotes.gov/Jobs for complete information on this and...
  • 8 Days Ago

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COORDINATOR / TRAINOR SPECIALIST
  • Clay County Supervisor of Elections
  • Springs, FL FULL_TIME
  • COORDINATOR / TRAINOR SPECIALIST Employment Type: Full-time The Training Specialist is responsible for all aspects of recruitment, orientation, and training, from writing and producing training manual...
  • 9 Days Ago

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Juvenile Supervision Officer
  • Collin County
  • McKinney, TX
  • This position works a unique schedule of 12-hour shifts that provides 3 to 4 days off in a row every week. Starting at $...
  • 4/23/2024 12:00:00 AM

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Supervising Agent
  • Waggoner Holdings
  • Nashville, TN
  • Job Description Job Description We are hiring for a leader to add to our organization who has passion and purpose. We’ve...
  • 4/23/2024 12:00:00 AM

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Juvenile Supervision Officer
  • Midland County, TX
  • Midland, TX
  • Salary : $44,294.76 Annually Location : Midland, TX Job Type: Full-Time Job Number: 2019-00273 Department: Juvenile Dete...
  • 4/22/2024 12:00:00 AM

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Maintenance Supervisor- Overlook at Brook Run
  • Peak Living
  • Richmond, VA
  • Peak Living is currently seeking a qualified Maintenance Supervisor to join our team! At Peak Living, our employees love...
  • 4/22/2024 12:00:00 AM

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Juvenile Supervision Officer/Detention Officer
  • Hidalgo County, TX
  • Edinburg, TX
  • Salary: $38,462.00 Annually Location : Edinburg, TX Job Type: Regular Full-Time Job Number: 2024-02224 Department: JUVEN...
  • 4/21/2024 12:00:00 AM

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Supervisory Roles (Program Coordinator / Team Leader) All Counties
  • Helen Ross McNabb Center
  • Knoxville, TN
  • Supervisory Roles (Program Coordinator / Team Leader) All Counties We've been waiting for someonelike you! With a wide r...
  • 4/20/2024 12:00:00 AM

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Food Service Coordinator-FT supervisory role
  • Fresh Thyme
  • Food Service Coordinator-FT supervisory role page is loaded **Food Service Coordinator-FT supervisory role** **Food Serv...
  • 4/20/2024 12:00:00 AM

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Sales Lead (Part Time Supervisory Position)
  • Cole Haan
  • Woodbridge, VA
  • Mission/Role Support Store Manager and Assistant Store Manager in the implementation of initiatives and achievement of g...
  • 4/19/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Supervisor (New Business) jobs
$63,496 to $84,172

Annuities Supervisor (New Business) in Tulsa, OK
They ensure compliance with regulations and they keep abreast about any changes in regulations and laws relating to the annuities applications.
November 30, 2019
Annuities Supervisor (New Business) in Cincinnati, OH
An annuity supervisor is also responsible for creating or enhancing processes when it comes to annuities applications, to facilitate acquisitions of new businesses.
February 02, 2020