Annuity Services Director jobs in Ohio
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)
Recently Added Annuity Services Director jobs
Manager, Beneficiary Services - Life & Annuity
- AB3 Nationwide Life and Annuity Insurance Co
-
Grandview, OH
FULL_TIME
- Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Manager – Beneficiary Services, Annuity Claims, leads a team of Claims Specialists that provide extraordinary care and empathy to beneficiaries of individual annuity death benefits. The Beneficiary Services Manager is responsible for ensuring compliance with all regulatory requirements related to claims processing, training and coaching of team members, developing, prioritizing and implementing strategic initiatives, creating a culture of continuous improvement and root cause problem solving, setting objectives and monitoring operational metrics for optimal performance. In addition, the Beneficiary Services Manager is responsible for creating policies and procedures and implementing tools and training to detect and prevent claims fraud. This role works closely with Office of General Counsel, Annuity New Business, Compliance, other claims operations leaders, financial professionals, and product distribution partners. The ideal candidates will possess the following skills: A minimum of 5 years of leadership experience. Dedicated to coaching and developing associates to help them achieve career goals. Committed to advancing diversity, equity and inclusion initiatives. Demonstrated ability to create and maintain highly engaged teams. Has successful led teams through significant organizational change. Experience leading a workforce comprised of full-time work from home associates as well as in-office associates working in a hybrid model. A working knowledge of annuity products, operations and claims. Demonstrated ability to lead a high performing team that operates in a faced paced, high volume environment. Excellent verbal and written communication skills. Empathy. Strategic thinking and execution. A digital mindset. Ability to collaborate across departments including Office of General Counsel, Compliance, Operations, and call center. Strong analytical skills. Role requires a hybrid work schedule with at least 1 day per week onsite at the Nationwide Grandview Yard office. Compensation Grade: G2 #LI-LP1 Job Description Summary We have the privilege of helping our customers and their loved ones at a time when they most need us, fulfilling our promise made when we sold them a life insurance policy, annuity, or retirement product. Our team values empathy and the ability to understand loss of life and its profound impact on people, along with a desire to provide extraordinary care. If you are a good listener, empathetic, passionate about outstanding customer service and have the ability to assist policyholders throughout the claims process, we want to know more about you! As a Manager, you’ll lead the day-to-day claims operations related to life insurance, annuities, or income products. You’ll drive claims performance to achieve operational results, alignment with business goals and strategies and claims expense outcomes. Job Description Key Responsibilities: Oversees a team responsible for Nationwide life and annuity claims - individual life, annuities, and income products claims’ organization, as well as long-term care, critical and chronic illness, and accelerated death benefits Leads claim risk management to limit losses due to overpayment, early duration claims (contestable) and fraud. Elevate cases to be referred to investigative firms and outside legal counsel. Implement and oversee claims best practices. Leads a team of life insurance or annuity claims specialist, incorporating continuous improvement with technology and business practices to deliver operational results, including member experience, strategic alignment with business goals and claims expense outcomes. Responsible for resolving claims handling issues and formal complaints from members, financial professionals, beneficiaries, and firm partners. Manages third party relationships, as appropriate, to mitigate risk for claims and drive efficiency. Monitor the performance of vendors including claims service providers and investigative firms. Develops direct reports to achieve high performance in current roles and prepare them for future roles. May perform other responsibilities as assigned. Reporting Relationships: Leads five to 15 associates at various levels. Reports to The Director, Beneficiary Services- Life & Annuity Typical Skills and Experiences: Education: Undergraduate degree in business administration, management, finance, pre-law or related field and/or technical insurance coursework preferred. MBA preferred. License/Certification/Designation: Experience: 7 years of financial services experiences in a customer service, quality control or operations environment. Broad experience and understanding of managing Annuity and Life Claims. Supervisory experience preferred. Knowledge, Abilities and Skills: Extensive knowledge of insurance industry concepts including, but not limited to, financial services products, regulations and guidelines. Effective team leadership and management skills. Strong verbal and written communication skills. Ability to make decisions and build consensus with peers. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt). Working Conditions: Normal office environment. Some travel may be required. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. #claims At Nationwide, we find purpose in protecting people, businesses and futures with extraordinary care – and we’ve been doing that since 1926. Our financial strength and caring culture extend beyond our associates into the communities we serve. You really can feel the difference at Nationwide, which is why we continue to be named one of the Fortune 100 Best Companies To Work For. Check out why others think we're a great place to work, too, and let us know – can you see yourself at Nationwide? Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
- 6 Days Ago
Client Relationship Manager - Retirement Services
- ALA Voya Retirement Insurance and Annuity Company
-
Cincinnati, OH
FULL_TIME
- Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up ...
- 11 Days Ago
Assistant Director of Food Services
- Trilogy Health Services, LLC
-
Ottawa, OH
FULL_TIME
- JOIN TEAM TRILOGY Are you an experienced Chef who inspires others, has a passion for serving others and a knowledge of food service, and is dedicated to excellence in customer service? If so, we would...
- 4 Days Ago
Director of Food Services
- Trilogy Health Services, LLC
-
Tiffin, OH
PART_TIME
- JOIN TEAM TRILOGY Job Description SummaryDirects the overall operation of the Food Services Department in accordance with current federal, state, and local standards, guidelines,and regulations. Ensur...
- 6 Days Ago
Director of Social Services I
- Trilogy Health Services, LLC
-
Lancaster, OH
FULL_TIME
- JOIN TEAM TRILOGY Weekly pay, health and dental after your first month, student loan repayment, a competitive 401(k) match, and more! Make a living while you make a difference at Trilogy Health Servic...
- 6 Days Ago
Director of Food Services
- Trilogy Health Services, LLC
-
Lancaster, OH
PART_TIME
- JOIN TEAM TRILOGY Job Description SummaryDirects the overall operation of the Food Services Department in accordance with current federal, state, and local standards, guidelines,and regulations. Ensur...
- 6 Days Ago
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About Ohio
Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus.
The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$133,900 to $180,863
Most Popular Cities in Ohio for Annuity Services Director Jobs
What does an Annuity Services Director do?
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