Annuity Services Director jobs in Essex, VT

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Life and Annuity Case Manager
  • National Life Group
  • Montpelier, VT FULL_TIME
  • Underwriting Assistant / Case Manager at National Life Group

    The Opportunity to Make a Difference

    Our Underwriting Assistants / Case Managers deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring life insurance applications are processed with the speed, accuracy and caring curiosity that gives our customer peace of mind. In addition to assessing basic life insurance risk, you will empower our customers by providing information, help to resolve application issues, and collaborate with the team to reach our full potential and achieve results.

    A typical day finds the Underwriting Assistant / Case Manager assessing medical, nonmedical and financial risk factors and determining appropriate rating for life applications, processing applications in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone, email, and CRM. You will be the primary liaison with the producing agent(s)/agency throughout the life cycle of each application.

    We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!

    Successful Candidates We’re Seeking

    • You have 2 years of professional work experience interacting with customers in life insurance and/or annuity field(s)
    • You are passionate about working for a company with a cause-driven culture
    • A college degree is not required, but it is preferred; ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
    • Must be able to successfully pass a background check that may include fingerprinting

    The Skills to Succeed

    • You are detail-oriented and great at multi-tasking in a fast-paced environment
    • You are an excellent communicator, with empathy and strong listening skills
    • You are results-oriented, are great with people and not afraid to lead
    • You are an intuitive problem-solver who thinks critically and creatively to deliver the right solution
    • You enjoy delighting customers with exceptional service
    • You exercise sound judgement and independent thinking in decision making, make while balancing the need for collaboration in a team
    • You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change
    • You demonstrate a healthy curiosity and passion to continually learn and improve business acumen
    • You are adaptable and can roll with change that occurs within a rapidly growing company

    What You’ll Find at National Life Group

    • Competitive pay and outstanding health, wellness and insurance benefits
    • Genuine opportunities for growth and career advancement
    • Fun collaborative, team-based environment
    • Paid training and development through NL University
    • Over $5k in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with University of Arizona World Campus
    • Paid time off and holidays
    • 40 hours of paid community service hours annually
    • Onsite fitness center
    • A culture committed to inclusion and diversity

    We’ve been keeping our promise to our people, customers, community and environment since 1848. Come join our cause!

    The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.
    Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment
    National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
    Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
    National Life Group
    1 National Life Dr
    Montpelier, VT 05604
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  • 3 Days Ago

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Team Manager - Life & Annuity - Operations
  • National Life Group
  • Montpelier, VT FULL_TIME
  • Team Manager: OperationsPosition is located on our Montpelier, Vermont, or Addison, Texas, with a hybrid schedule SummaryThe Team Manager provides leadership to a team of Case Managers, Replacement Te...
  • 3 Days Ago

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Associate Director - Community Developmental Services
  • Washington County Mental Health Services
  • Barre, VT FULL_TIME
  • POSITION: Associate DirectorDEPARTMENT: Community Developmental ServicesRESPONSIBLE TO: Assistant Director Community Developmental ServicesSUMMARY OF POSITION:CDS Associate Director is responsible for...
  • 12 Days Ago

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Clinical Services Director
  • Wellpath
  • Waterbury, VT FULL_TIME
  • You Matter • Make a difference every day in the lives of the underserved• Join a mission driven organization with a people first culture• Excellent career growth opportunities Join us and find a caree...
  • 23 Days Ago

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Director Home Health Services
  • UVM Health Network - Home, Health and Hospice
  • Colchester, VT FULL_TIME
  • Building Name: HHH - Home Health & HospiceLocation Address: 1110 Prim Rd, Colchester VermontRegularDepartment: HHH - Home Health & HospiceFull TimeStandard Hours: 40Shift: DayPrimary Shift: 8:00 AM - ...
  • Just Posted

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Surgical Services Nurse Director
  • Clinical Management Consultants
  • Essex, VT FULL_TIME
  • We are in search of a Surgical Services Nurse Director to join our compassionate team in the Lake Champlain area. This opportunity is in one of the region’s top teaching facilities. It is a Level I Tr...
  • 1 Day Ago

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0 Annuity Services Director jobs found in Essex, VT area

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Director II Medicine
  • The University of Vermont Health Network
  • Burlington, VT
  • We are the heart and science of medicine. We are UVM Medical Center. The Director of Medicine oversees the following sub...
  • 3/29/2024 12:00:00 AM

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Director Of Sales
  • OLS Hotels & Resorts
  • Stowe, VT
  • Job Details Job Location: Stowe Town & Country - Stowe, VT Salary Range: $80,000.00 - $100,000.00 Salary/year Descriptio...
  • 3/29/2024 12:00:00 AM

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Enrollment Director (Remote)
  • Cengage Group
  • Burlington, VT
  • **We believe in the power and joy of learning** At Cengage Group, our employees have a direct impact in helping students...
  • 3/28/2024 12:00:00 AM

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Hospital Director Operating Room
  • Clinical Management Consultants
  • Essex Junction, VT
  • An award winning health system in Vermont is looking for a skilled Operating Room Director! Located in central Vermont, ...
  • 3/27/2024 12:00:00 AM

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Food Service Director
  • Healthcare Services Group, Inc.
  • SAINT ALBANS, VT
  • Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
  • 3/26/2024 12:00:00 AM

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Surgical Services Nurse Director
  • Clinical Management Consultants
  • Essex, VT
  • We are in search of a Surgical Services Nurse Director to join our compassionate team in the Lake Champlain area. This o...
  • 3/25/2024 12:00:00 AM

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Nurse Director Surgical Services
  • Clinical Management Consultants
  • Essex, VT
  • A leading acute care hospital located in northern Vermont is currently seeking an experienced Nurse Director Surgical Se...
  • 3/25/2024 12:00:00 AM

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Food Service Director
  • Healthcare Services Group, Inc.
  • BURLINGTON, VT
  • Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
  • 3/21/2024 12:00:00 AM

Essex is the most populous town in the U.S. state of Vermont and the second most populous incorporated area in Chittenden County, Vermont and the entire state of Vermont, with the first (in both cases) being Burlington, Vermont at 42,452 according to a 2015 U.S. census estimate. Essex has an estimated population of 21,199 in 2016. The village of Essex Junction is located within the town, and that village is home to the state of Vermont's busiest Amtrak station and largest private employer, GlobalFoundries. Vermont Route 289 crosses the town from east to west. Essex is located in central Chitte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$134,223 to $181,299
Essex, Vermont area prices
were up 1.6% from a year ago

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