F&G · 16 hours ago
Life New Business Coordinator I
United States
Full-time
Hybrid
New Grad, Entry Level
0+ years expFidelity & Guaranty Life Insurance Company (F&G) is a well-established provider of annuity and life insurance products. They are seeking a Life New Business Coordinator I to support the life new business specialist teams with administrative tasks and customer interactions.
Financial ServicesInsurance
Responsibilities
Prepare transfer paperwork and letters of acceptance
Assist with various administrative tasks to support Life New Business Specialist team workflow
Complete follow up calls to other insurance carriers
Achieve required phone and transaction performance as defined for the New Business Coordinator
Adhere to company policies and legal requirements regarding sales and product compliance
Qualification
Required
High School Diploma
Demonstrates basic understanding of how F&G is structured and the products/service offerings within respective coverage area
Maintains effectiveness in a changing internal environment, such as assignment to a new task or function
Handles customer questions and concerns in a timely and professional manner
Develops an awareness of workloads, assists team members regardless of who owns the task
Begins to develop skillset to frame message to audience appropriately with coaching and guidance
Develops awareness of new techniques, methods, and practices
Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G
Establishes working relationships with team members and colleagues
Asks thoughtful questions to understand business objectives or desired outcomes
Demonstrates ability to self-organize, set priorities, and manage workload
Demonstrates basic understanding of how current job fits into the organizational vision
Develops an awareness of workload and shares updates on availability with manager
Understands and works to improve basic processes and systems
Understands basic data concepts
Accepts and owns assigned project tasks; understands impact within the team or organization
Understands expectations for interaction with vendors for their functional area
Contributes to deliverables by executing work and providing team members with appropriate status updates
Demonstrates risk awareness and understands risk mitigation strategies
Prepare transfer paperwork and letters of acceptance
Assist with various administrative tasks to support Life New Business Specialist team workflow
Complete follow up calls to other insurance carriers
Achieve required phone and transaction performance as defined for the New Business Coordinator
Adhere to company policies and legal requirements regarding sales and product compliance
Perform other functions, duties and projects, as assigned
Regular and punctual attendance
Some travel may be required (less than 10%)
Preferred
0-1 years of experience working in a service center, sales support team and/or other previous industry experience preferred
Benefits
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G.
Company
F&G
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$3.27BKey Investors
Fidelity National Financial
2025-01-06Post Ipo Debt· $375M
2024-10-01Post Ipo Debt· $500M
2024-05-20Post Ipo Debt· $550M
Leadership Team
John Phelps
EVP, Head of Owned Distribution
Recent News
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