Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Summary:
The Elite Associate uses their knowledge of the annuity marketplace, our Products and Services, and our product features to assist top-producing advisors, as well as internal and external business partners, to create an ease of doing business with Delaware Life. This position works closely with a TPA-Third Party Administrator, Delaware Life Distribution, and Operations to ensure that intermediary customers' needs are met, and an outstanding advisor and partner experience is achieved.
Main Accountabilities:

• Receive inbound call and/or email inquiries from a select group of advisors, various broker/dealer back-office support team members, and our external wholesaling partners provided with a dedicated toll-free number and email address
• Provide outbound call and email support in effort to serve as the intermediary for the advisors and partners to resolve any escalations, issues, or needs
• Respond to service referral requests from the internal sales desks of our wholesale Delaware Life Sales Distribution organization, our external wholesaling partners, as well as the Distribution Relationship Management Team
• Establish strong working relationships with both existing and prospective advisors, internal and external partners
• Interacts with advisors to explain benefits and features of products
• Provide information regarding contract values, contract status updates, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA and Qualified Plan transfers and rollovers, agent licensing, and commissions
• Provide technical support regarding contract structuring, death benefits/options, taxation, cost basis, investment fund choices and administrative forms
• Process exchanges between sub accounts and changes to future allocations
• Provide contract (to be issued) status updates to external wholesaling partners and advisors
• Make recommendations regarding procedure changes and product and system enhancements that will continue to enhance the overall advisor and partner experience
• Acts as a point of contact for escalated service inquiries, working closely with TPA-Third Party Administrator, and Delaware Life Operations to solve problems and make doing business with Delaware Life as easy as possible
• Assist in special projects, relationship-building programs and future program enhancements for the Elite Partners advisors, as needed

Qualifications:

• Requires strong organizational skills. Candidate must be detail orientated
• Excellent communication skills both oral and written, in a variety of settings
• Demonstrates excellent time management skills and flexibility in a fast-paced, team environment
• Background in Operations/Financial Services experience preferred
• Strong working knowledge of Annuity Products, (Fixed, Fixed Index, and Variable)
• Familiar with CRM Systems, such as Salesforce.com
• Excellent client-focus; ability to establish and maintain effective relationships with advisors and business partners
• Ability to learn quickly when facing new challenges; extract lessons learned from mistakes, and apply them accordingly
• College degree preferred, or 3 years of equivalent experience required

PandoLogic. Keywords: Broker, Location: Zionsville, IN - 46077 , PL: 590644683

About the Company:
Group1001