The Retirement Relationship Specialist serves as a liaison for wholesalers, resolving complex issues in new business and Inforce activities while maintaining strong relationships with operational staff.
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Whether it’s in accounting, claims, IT, investments, legal, marketing, sales, or another department, come be part of a company where you can accomplish your goals while contributing to our social mission of becoming America’s most protective insurance company.
The Retirement relationship specialist position supports internal and external wholesalers as a highly responsive dedicated liaison and advocate, driving efficient resolution of complex new business and Inforce problems, providing guidance on best practices for new business processing and Inforce, and serving as a single point of communication for all Retirement division distribution teams.
*The internal title for this position is Associate II Sales Support
Primary Responsibilities:
- Serve as an effective single point of contact for internal/external wholesalers to inquire about policies and procedures for key functional areas of the company, including but not limited to: Underwriting, Annuity New Business, Annuity Inforce, Commissions, Licensing, Websites, Corporate Mail, and Imaging.
- Using wholesaler feedback, assist in developing new initiatives, communicate these initiatives to distribution, and obtain distribution feedback on new and existing business practices.
- Assists operations with coordinating complex activities including product launches, process enhancements, and year-end processing.
- Cultivate and maintain relationships with key Operations staff in Licensing/Contracting, New Business, Inforce, Underwriting, and Customer Service to help provide and gather feedback regarding the business of our distribution partners.
- Work closely with key Operations staff in Licensing/Contracting, Annuity New Business, Annuity Inforce, Underwriting, and Customer Service contacts to expedite problem resolution to provide exceptional customer service to distribution.
- Educate wholesalers to manage their perceptions and expectations for home office processing in a positive and effective manner.
- Provide back-up support for other team members so that the team maintains an “always a live voice” availability for distribution.
- Performs other duties as assigned
Qualifications:
- 5+ years’ related experience in the financial services industry
- Bachelor’s degree in a business-related area or discipline is required; industry designations or licenses preferred.
- Must possess knowledge of Annuities, bank wealth transfer products, new business or inforce processing preferred.
- Strong relationship and negotiating skills among internal and external business partners and team members.
- Excellent oral and written communication skills must be able to communicate across all levels of the organization.
- Excellent organizational skills and high attention to detail
- Proven ability in change management initiatives and advocacy in changing business conditions
- Ability to work effectively in a high demand and fast-paced environment.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Top Skills
Annuities
Financial Services
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