Life & Retirement Advocate I
About the position
Horace Mann is a purpose-driven company that is passionate about educators. Life & Retirement Advocate I will perform Life and Retirement Core and Auxiliary transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area.
Responsibilities
• Support multiple daily functions via – CK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page center reporting, Microsoft Office, Hyland Onbase, workstation.
,
• Perform and execute 20% of Core business functions and Auxiliary business functions as assigned while maintaining high quality.
,
• Effectively and consistently communicate with the field sales team and clients with professional and concise delivery.
,
• Learn and understand functions of administrative systems, document repositories, workflows, and web-based applications associated with Life and retirement Operations.
,
• Multitask, collaborate with peers, and execute on highest priorities to be compliant with FINRA, Sec, Department of Insurance regulations and operational service level agreements.
,
• Actively participate in collaborative work efforts, training, and provide suggestions regarding opportunities for process improvements.
,
• Learn and demonstrate basic life and retirement product and industry knowledge.
,
• Understand and adhere to basic compliance, tax regulations, Department of insurance and filed rules.
,
• Provide updates as required on assigned work to ensure transparency of service-level expectations.
Requirements
• H.S. Diploma or GED equivalent, required.
,
• Bachelor’s degree in business/finance-oriented field or comparable experience in business related field, preferred.
,
• Communicate effectively and professionally with internal business partners, agents/field staff, and clients in both written and verbal communications.
,
• Understand and adhere to FINRA, SCE, IRS, State Department of Insurance, and internal SOP guidelines.
Nice-to-haves
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Benefits
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Apply Now
Horace Mann is a purpose-driven company that is passionate about educators. Life & Retirement Advocate I will perform Life and Retirement Core and Auxiliary transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area.
Responsibilities
• Support multiple daily functions via – CK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page center reporting, Microsoft Office, Hyland Onbase, workstation.
,
• Perform and execute 20% of Core business functions and Auxiliary business functions as assigned while maintaining high quality.
,
• Effectively and consistently communicate with the field sales team and clients with professional and concise delivery.
,
• Learn and understand functions of administrative systems, document repositories, workflows, and web-based applications associated with Life and retirement Operations.
,
• Multitask, collaborate with peers, and execute on highest priorities to be compliant with FINRA, Sec, Department of Insurance regulations and operational service level agreements.
,
• Actively participate in collaborative work efforts, training, and provide suggestions regarding opportunities for process improvements.
,
• Learn and demonstrate basic life and retirement product and industry knowledge.
,
• Understand and adhere to basic compliance, tax regulations, Department of insurance and filed rules.
,
• Provide updates as required on assigned work to ensure transparency of service-level expectations.
Requirements
• H.S. Diploma or GED equivalent, required.
,
• Bachelor’s degree in business/finance-oriented field or comparable experience in business related field, preferred.
,
• Communicate effectively and professionally with internal business partners, agents/field staff, and clients in both written and verbal communications.
,
• Understand and adhere to FINRA, SCE, IRS, State Department of Insurance, and internal SOP guidelines.
Nice-to-haves
undefined
Benefits
undefined
Apply Now