Department	Annuity Services
Category	Operations
City
State	OK
Travel Involved	0-10%
Type of Position	Full-Time

Annuities Manager

AFA / AFES

Description:

Direct and oversee a team, or teams, within Operations of leaders and/or Colleagues who are responsible for the accuracy and timeliness of processes including, but not limited to annuities, claims, billing, group set-up, policy issuance and maintenance, post-enrollment reviews, and Section 125 confirming product compliance, state/federal laws and IRS code are followed;
Actively manage staff and use of resources; analyze work loads and identify service trends which may detract from Delighting the Customer. Develop Team Leaders and other direct reports within area of responsibility, giving appropriate feedback to Colleagues on their performance to ensure strengths are reinforced and areas needing improvement are appropriately addressed; hold Team Leaders accountable for Colleague development within their area of responsibility.
Demonstrate good judgement and collaborate with other leaders to develop standardized processes and procedures which focus on providing a high level of service to internal and external Customers, work with other Managers and/or Directors to help identify process inefficiencies and areas of improvement; mentor/motivate Colleagues to provide superior service.

Requirements:

Bachelor degree preferred
3 years of proven leadership in lieu of bachelor degree
Excellent, oral and written communication skills
Excellent, interpersonal and consultative skills
Strong administrative competence
Strong analytical and multi-tasking ability
Strong technical and tactical skills to include diplomacy
Strong decision making ability
Strong project management skills
Proficient with Windows based software and easily adapts to new software/technology
Strong leadership, coaching and feedback skills
Strong ability to identify, develop and/or standardize processes or procedures which support the organization's overall mission Prompt, reliable and professional attitude and appearance
May require knowledge of FINRA/SEC, S125 IRS rules and regulations
May require knowledge of Supplemental Medical and/or Reimbursement Account claim processing

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