Annuity Services Director jobs in Fayetteville, AR

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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AWM Insurance and Annuity Client Specialist
  • Arvest Bank
  • Rogers, AR FULL_TIME
  • Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits .

    Position is located at 5201 Village Parkway in Rogers, Arkansas.

    Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.


    Summary:

    SUMMARY: Under the general direction and guidance of the AWM Insurance & Annuity Client Manager, the AWM Insurance & Annuity Client Specialist is responsible for daily operational processing of new applications for insurance and annuity purchases or service requests to existing contracts, as well as ensuring accuracy and completeness to minimize risk to AWM. The incumbent must be customer service focused, respond to email and incoming calls from internal and external customers in a timely manner, and the ability to adequately research questions related to insurance and annuity products.

    ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.

    • On a daily basis, review applications/supporting documentation to ensure accuracy and completeness. Process all applications in accordance with AWM procedures and accountable for end to end resolution/completion.
    • Perform research and resolve problems with insurance and annuity policies in a timely and efficient manner. Requires follow up with internal and external customers regarding questions, new policy requests, and/or changes to existing policies. Work on policies, manage all changes, and monitor to completion to ensure policies are correct and provided to customers or Client Advisor. Create sufficient file documentation to track and minimize risk to AWM.
    • Reconcile life insurance direct deposits and deposits checks both weekly and monthly. Create and provide a monthly commissions report for Client Advisors and LBAs.
    • Prepare fixed and variable annuity policies and compile rate sheet information. Prepare Monthly Market Share Report outlining sales for the month and distribute to management.
    • Prepare and submit agent of record changes and appointments; ensure agent of record information is correct within AWM systems.
    • Review insurance and annuity policies upon receiving from the carrier for accuracy. Create notes in the software system and annotated for follow up to ensure delivery is made to the customer or Client Advisor within AWM guidelines.
    • Respond to all incoming communications to the AWM Insurance & Annuity group from internal and external customers. Work with other team members and/or management to ensure all requests are answered accurately, timely and in a professional manner.
    • Create detailed notes for follow up on insurance and annuity accounts. Review and update notes and continue to follow up until the process is fully completed.
    • Work closely with compliance to ensure all trades are purchased within the AWM written policies and procedure guidelines.
    • Ensure documentation related to insurance and annuities is in the hands of the Client Advisors or customers in a timely manner.
    • Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

    TEAM ACCOUNTABILITIES:

    • Support and uphold the Arvest Mission Statement.
    • Uphold the Arvest Code of Ethics that confidential information is safeguarded.
    • Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
    • Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation.
    • Promote professionalism at all times.

    Responsibilities:

    QUALIFICATION REQUIREMENTS:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    EDUCATION and/or EXPERIENCE:

    • Associate Degree or equivalent insurance and annuity related experience required.
    • 2 years customer service experience required.
    • Life & Health Insurance license required or ability to obtain within 30 days of hire.
    • Strong communication skills required.
    • Previous insurance and annuity processing experience preferred.
    • Previous administrative experience preferred.

    OTHER SKILLS and ABILITIES:

    • Must be able to arrive at work on time, work on site and have regular work attendance
    • Must be able to work cooperatively with other co-workers regardless of personality, presence, or communication style
    • Must be able to provide cordial customer service regardless of customer personality, presence, or communication style
    • Must be able to perform several tasks at once
    • Must be able to work in a stressful atmosphere
    • Must be able to rotate job tasks
    • Must be able to occasionally work overtime
    • Must be able to greet others cordially
    • Must be able to coordinate multiple and changing priorities
    • Must be able to verbally communicate with all other associates
    • Must be able to operate telephone, scanner, copier and fax machines
    • Must be able to move from department, division, or bank to department, division or bank to attending meetings
    • Must be able to operate personal computer keyboard in order to create reports, schedules, and other appropriate documentation

    PHYSICAL DEMANDS:

    The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the associate is regularly required to stand, walk, site, and to talk and hear. The associate must occasionally reach with hands and arms, stoop, kneel, or crouch.

    The associate may occasionally be required to lift or move up to 25 pounds.

    Specific vision abilities required by this job include close, distance, color vision, and the ability to adjust focus.

    WORK ENVIRONMENT:

    The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually moderate.


    Grade 12

    Pay Range: $18.95 - $22.50 per hour

  • 8 Days Ago

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Interim Social Services Director
  • The Blossoms
  • Rogers, AR FULL_TIME
  • This position is an interim postion (temporary). The Social Services Aide assists in planning, developing, organizing, implementing, evaluating, and directing social service programs. Must assure that...
  • 22 Days Ago

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Activities/Social Services Director
  • Sequoyah Pointe
  • Tahlequah, OK FULL_TIME
  • Does your passion for providing long-term care residents with a vibrant quality of life stimulate your creative energy and drive your sense of dedication? We seek an Activities/Social Services Directo...
  • Just Posted

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Director of Environmental Services
  • Grove Nursing Care Center
  • Grove, OK FULL_TIME
  • Primary Purpose of this Position The primary purpose of this position is to plan, organize, develop and direct the overall operation of the environmental services department to assure that the facilit...
  • 1 Day Ago

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Food Services Director
  • Yona Solutions
  • Harrison, AR FULL_TIME
  • Come rise above with Yona! Our employees are instrumental in maintaining a happy, healthy, and clean environment for the residents. We depend on our team members to be highly motivated, committed, and...
  • 3 Days Ago

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Director of Environmental Services
  • Communities Unlimited, Inc.
  • Fayetteville, AR FULL_TIME
  • LOCATION NOTE: This is a telecommuter position, requiring the incumbent to be located in one of the following states and be willing to travel, as conditions allow and as necessary, to client locations...
  • 5 Days Ago

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0 Annuity Services Director jobs found in Fayetteville, AR area

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Director of Nursing
  • Promenade Health and Rehab
  • Rogers, AR
  • Job Description Job Description We are seeking a Registered Nurse Director Of Nursing to join our team! You will be resp...
  • 3/28/2024 12:00:00 AM

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Director of Operations
  • Central States
  • Springdale, AR
  • Come be an Employee-Owner of one of the nation's largest producers of metal roofing and siding! We sell, manufacture, bu...
  • 3/27/2024 12:00:00 AM

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Automotive Collision Director
  • McLarty Daniel
  • Springdale, AR
  • Job Opportunity: Automotive Collision Director Location: Northwest Arkansas Position Type: Full-Time About Us: At McLart...
  • 3/27/2024 12:00:00 AM

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Creative Director
  • Designsteins
  • Rogers, AR
  • Company Description Designsteins is a retail agency located in Rogers, AR that specializes in branding, design, packagin...
  • 3/27/2024 12:00:00 AM

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Sales Director
  • Lakeview Farms
  • Bentonville, AR
  • Summary The Director of Sales is responsible for driving profitable sales growth for the company in his/her region. They...
  • 3/25/2024 12:00:00 AM

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Director, Commerce
  • UM Worldwide
  • Bentonville, AR
  • Business Overview UM is a global media agency committed to Futureproofing our clients' businesses. We leverage the trans...
  • 3/24/2024 12:00:00 AM

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Director of Marketing
  • Cohova
  • Bentonville, AR
  • Company Overview At Cohova, our mission is to provide guests with a wide array of unique and luxury vacation rentals and...
  • 3/24/2024 12:00:00 AM

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Food Service Director
  • Aramark
  • Fayetteville, AR
  • Job Description The Food Service Director is a management position responsible for developing and executing dining solut...
  • 3/18/2024 12:00:00 AM

Fayetteville is the third-largest city in Arkansas and county seat of Washington County. The city is centrally located within the county and has been home of the University of Arkansas since the institution's founding in 1871. Fayetteville is on the outskirts of the Boston Mountains, deep within the Ozarks. Known as Washington until 1829, the city was named after Fayetteville, Tennessee, from which many of the settlers had come. It was incorporated on November 3, 1836 and was rechartered in 1867. The four-county Northwest Arkansas Metropolitan Statistical Area is ranked 105th in terms of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$123,928 to $167,393
Fayetteville, Arkansas area prices
were up 1.2% from a year ago

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