Annuity Services Director jobs in Iowa

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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Agency Services Manager-Commission, Controls and Quality
  • Athene Annuity and Life Company
  • Des Moines, IA FULL_TIME
  • We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more. Purpose: At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We are looking to hire a dynamic leader for our Commission, Controls and Quality (CCQ) team. The CCQ Manager will lead a team of tenured Agency Service professionals who process requests for commissions, control reports, quality reviews for transaction and phone calls and several other specialty support functions. We're ready to help you achieve more! Accountabilities: Direct the day-to-day operations of the Agency Commissions, Controls and Quality team to ensure transactions/tasks are performed quickly and accurately and we are meeting our inbound phone service level agreements. Provide leadership for the team by establishing performance expectations, mentoring and coaching, and effectively communicate to drive results. Analyze, enhance and manage the capacity of the team to improve operating efficiencies. Monitor service levels, adjusting workflows and/or resources to meet performance standards. Assist in handling exceptions, complicated technical or complaint cases, while weighing compliance, business risks, tax and legal ramifications and administrative costs. Handle advanced customer and key distribution partner situations promptly and expertly, with a strong focus on timely resolution. Collaborate with peers and senior leaders to establish department goals, objectives and strategic direction. Support the implementation of new products, initiatives and/or technologies by assisting and/or leading special projects within the department. Build and maintain strong working relationships with internal and external customers. Qualifications and Experience: Bachelor’s degree or equivalent experience preferred. Military experience will be considered in lieu of formal degree. 2 years technical/professional experience and 1 years of management/supervisory experience required. Experience with annuities and or financial services products required. Preferably commissions, SOX controls or data analytics background. Intermediate or Advanced excel skills preferred. Knowledge of annuity administration systems and procedures preferred. Collaborate at a level and function as a strategic partner on the leadership team. Effective verbal and written communication skills required. Drive. Confidence. Focus. Dedication. Learn more about working at Athene. Athene is a Military Friendly Employer...see how we support our Veterans! Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law. Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene. Athene is a Military Friendly Employer! Learn more about how we support our Veterans. Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law. We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create a diverse, inclusive and dynamic work environment at our various locations.
  • 1 Month Ago

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Account Services Representative III - Life and Annuity Contact Center
  • Zinnia
  • Rapids, IA FULL_TIME
  • WHO WE ARE: Zinnia Open Insurance is advanced data-driven technology that accelerates innovation, enables unrivaled speed-to-market, deepens relationships with policyholders, and empowers better risk-...
  • 1 Month Ago

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Annuity New Business Specialist
  • Sammons Financial Group
  • Des Moines, IA FULL_TIME
  • What you can expect as the Annuity New Business Specialist: Provide accurate and timely service to multiple distribution groups on incoming and outgoing phone calls related to New Business for multipl...
  • 17 Days Ago

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Annuity New Business Specialist
  • Sammons Financial Group Companies
  • Des Moines, IA FULL_TIME
  • What you can expect as the Annuity New Business Specialist: Provide accurate and timely service to multiple distribution groups on incoming and outgoing phone calls related to New Business for multipl...
  • 17 Days Ago

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Annuity Relationship Specialist
  • Kuvare Holdings | United Life Insurance Company
  • Rapids, IA FULL_TIME
  • About us Kuvare Holdings LLC is a small business in INSURANCE. We are professional, agile and our goal is to We address a critical yet underserved segment of the insurance industry, the middle market,...
  • 20 Days Ago

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Actuary - Variable Annuity Valuation
  • transamerica1
  • Rapids, IA FULL_TIME
  • Job Family Actuarial About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the ta...
  • 1 Month Ago

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Director, Clinic
  • Sanford Health
  • Alexandria, MN
  • Careers With Purpose Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the Unite...
  • 4/25/2024 12:00:00 AM

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Project Director
  • BluSky
  • Minnetonka, MN
  • BRIEF DESCRIPTION: The construction Project Director is responsible for managing and closing new business opportunities ...
  • 4/23/2024 12:00:00 AM

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Project Director
  • BluSky
  • Boston Metro, MA
  • BRIEF DESCRIPTION: The construction Project Director is responsible for managing and closing new business opportunities ...
  • 4/23/2024 12:00:00 AM

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Director of Operations
  • Uncommon Schools
  • Camden, NJ
  • Company Description Uncommon Schools is a nonprofit network of high-performing, public charter schools providing an outs...
  • 4/22/2024 12:00:00 AM

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Project Director
  • BluSky
  • Orlando, FL
  • BRIEF DESCRIPTION: This is a highly compensated position with commission potential Base Salary Range is $70,000 - $100,0...
  • 4/22/2024 12:00:00 AM

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Director of Operations
  • UHC Solutions
  • Los Angeles, CA
  • The Director of Clinic Operations is responsible for the overall planning, development, coordination, implementation and...
  • 4/21/2024 12:00:00 AM

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Director of Preconstruction
  • Wallick Communities
  • New Albany, OH
  • Description Wallick’s Construction team is currently seeking an experienced Construction professional for a Director of ...
  • 4/3/2024 12:00:00 AM

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Executive Director
  • Life Space Communities
  • Amarillo, TX
  • Community: The Craig Address: 5500 SW 9th Ave Amarillo, Texas 79106 Pay Range $139,900. 00-$202,912. 50+ Annual Live you...
  • 9/22/2023 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$130,458 to $176,210

Annuity Services Director in Los Angeles, CA
The Senior Management Service Optional Annuity Program (SMSOAP) is a defined contribution plan qualified under section 401(a) of the Internal Revenue Code administered by the Florida Department of Management Services (department).
January 25, 2020
Annuity Services Director in Santa Barbara, CA
Complete the W-9 Form in order to receive annuity payment from the Commonwealth.
January 27, 2020
Annuity Services Director in Anaheim, CA
Complete this form to have your annuity payment deposited directly into your bank account.
February 06, 2020