Senior Risk Management Associate

Des Moines, IA - USA

Monthly Salary: Not Disclosed

Posted on: 27 days ago

Vacancies: 1 Vacancy

Job Summary

The Senior Risk Management Associate (SRMA) will be a team subject matter expert on annuity servicing and annuity products. The SRMA will also be responsible for risk management product licensing and contracting. The SRMA will switch back and forth between the two responsibilities so must be able to multi-task efficiently.

Key Responsibilities:

Annuity liaison with Operations: The SRMA will be the primary contact for the Operations team on anything related to annuity products. The SRMA will need to be able to answer questions related to annuity products quotes applications suitability forms and servicing needs The SRMA may on occasion be required to help complete forms and applications by working with the advisor or client.
Annuity sales support: The SRMA must be able to run new business quotes and/or effectively request quotes from FIs upline BGA or the insurance carrier. The SRMA should establish working relationships with internal wholesalers from FIs primary insurance carriers.
Licensing and contracting: The SRMA will act as the primary licensing and contracting expert and will be responsible for maintaining the contracting database.

Requirements

Bachelors or other college degree certification or equivalent
5 years experience in the financial services industry
3 years experience in annuity customer service
Problem solving skills.
Self-starter and proven ability to work remote.
Ability to multi-task and manage multiple relationships and tasks at any one time.
Knowledge of insurance carrier illustration systems
Knowledge of SureLC

Physical Requirements: