Overview. Responsible for performing detailed research and review of regulatory requirements and addressing changes for the industry as required. Responsible for incoming and outbound communications, both verbal and written, with clients, agents, third parties, and employees in other departments. Accountable for small to medium scope Compliance initiatives that involve single or small number of business functions. Accountable for compliance work ...
Overview. Responsible for supporting internal sales efforts by responding to inbound sales and service related calls and emails that come in to the sales desk. Work with internal wholesalers and managers as needed to promote and increase sales products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers...
Overview. Responsible for supporting internal sales efforts by responding to inbound sales and service related calls and emails that come in to the sales desk. Work with internal wholesalers and managers as needed to promote and increase sales products and accounts. Support the administrative functions of the sales desk where needed, including but not limited to, coordinate efforts and communication with sales teams (internal/external wholesalers...
Overview: Responsible for overseeing a team that serves as the front line of communication and issue resolution for our distribution partners, internal stakeholders, and customers. This role ensures delivery of proactive education and differentiated experiences for our key distribution partners. Drive swift resolution of complex service issues, and foster strong relationships that contribute to loyalty, retention and growth. This leader will cham...
Overview. Sammons Financial Group is seeking a Technical Lead to guide and mentor a team of data engineers and developers responsible for designing and implementing scalable data and integration solutions. This role requires strong leadership in Snowflake, SQL and MuleSoft, with a focus on enabling high-quality data flow and seamless integration across enterprise systems. The ideal candidate will be both a hands-on technologist and a strategic th...
Overview. Within the Customer Service department, the Life Billing and Premium team is responsible for updating policyholders’ billing information along with processing financial requests (such as EFT, refunds, and billing frequency updates). Our team takes pride in and holds accountability for providing accurate and timely processing in a manner that exemplifies employee ownership. Responsibilities. Review and process high volumes of requests fr...
Overview: Responsible to provide customer service to Agents, Policyowners, Beneficiaries, Attorneys, and various other authorized parties through professional verbal communication skills for both the life and annuity lines of business. Handle all incoming initial notification of claim calls by researching and reviewing the policy/contract data file to determine coverage under the policy provisions and to whom policy benefits are payable. Adhere t...
