Annuity Services Director jobs in Nebraska

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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Account Services Representative II - Life and Annuity Contact Center
  • Zinnia
  • Lincoln, NE FULL_TIME
  • WHO WE ARE:

    Building on its rich heritage, Zinnia is transforming the way life and annuity products are created, sold, and administered – from lead to origination to claims – through Zinnia Open Insurance. We're addressing the new realities of the marketplace, and we understand what consumers want and deserve: a great experience from the moment they consider these products until their policies pay out.

    Zinnia Open Insurance is advanced data-driven technology that accelerates innovation, enables unrivaled speed-to-market, deepens relationships with policyholders, and empowers better risk-based outcomes. Open transforms the end-to-end experience to make everything faster, more transparent, and more collaborative for consumers, carriers, and advisors. Zinnia is a new tech company, but we're not new to insurance. We're L&A experts and technology innovators building Open Insurance to power exceptional experiences that evolve ahead of the marketplace. We're Zinnia. And we're Open. Join us, and experience Life, More Open.

    WHO YOU ARE:

    As an Account Services Representative II you are a customer service professional specializing in Annuity and Life Products with effective oral, written, and interpersonal communication skills. You have a desire to grow personally and professionally with an aptitude for advancement. You enjoy working effectively with your teammates and enjoy developing relationships with clients and customers by becoming a dedicated resource.

    WHAT YOU'LL DO:

    The Account Service Representative will be responsible for providing customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis to ensure successful outcomes when complexities arise. Representatives must deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives, or client by both verbal and written communication.

    • Answers incoming calls and completes outgoing calls as needed
    • Calls include answering customer questions and providing comprehensive customer support
    • Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
    • Researches and analyzes issues to ensure successful outcomes and or resolution
    • Develops relationships with clients and customers by becoming a dedicated resource
    • Ensures high quality and consistency to customers by processing and servicing
    • Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
    • Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

    WHAT YOU'LL NEED:

    • High school diploma or equivalent required, college degree preferred
    • 2 to 4 years' experience financial services experience specializing in Annuity and Life Products
    • 2 to 4 years call center experience
    • Work history which demonstrates personal growth and aptitude for advancement
    • Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software
    • Requires strong organizational skills and attention to detail
    • Excellent communication skills both oral and written
    • Self-motivated individual who is results and customer service oriented, with demonstrated organizational and time management skills
    • Incumbents must be able to work required overtime

    WHAT'S IN IT FOR YOU?

    Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

  • 1 Month Ago

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Customer Service Annuity Specialist
  • Pacific Life
  • Omaha, NE FULL_TIME
  • Job Description:Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our contract owners. That's why we're actively hi...
  • 28 Days Ago

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Director-Patient Financial Services
  • Faith Regional Health Services
  • Norfolk, NE FULL_TIME
  • Work Status Details : Management | 80.00 Hours Every Two Weeks Exempt from Overtime : Exempt Shift Details : Varies based upon department/organizational needs Department : Patient Financial Services A...
  • 1 Month Ago

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Director of Perioperative Services
  • Regional West Health Services
  • SCOTTSBLUFF, NE FULL_TIME
  • Regional West Health Services is an independent, integrated health care delivery system based in Scottsbluff, Nebraska that is seeking a Director of Perioperative Services. Our mission is a commitment...
  • 1 Month Ago

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Director of Emergency Services
  • Regional West Health Services
  • SCOTTSBLUFF, NE FULL_TIME
  • Regional West Health Services is an independent, integrated health care delivery system based in Scottsbluff, Nebraska that is seeking a Director of Emergency Services. The Director has 24 hour clinic...
  • 1 Month Ago

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Director of Clinical Services
  • SOUTHERN PLAINS BEHAVIORAL HEALTH SERVICES
  • Omaha, NE FULL_TIME
  • ***This position is located in Winner, SD. Relocation or Commute Required** About Us Southern Plains Behavioral Health Services (SPBHS) is a leading behavioral health organization based in South Centr...
  • 17 Days 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

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$128,413 to $173,448

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