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AVP, ORM, Onboarding
F&GAVP, ORM & Onboarding overseeing operations and onboarding management strategies for Fidelity & Guaranty Life Insurance Company. Leading distributor relationships and internal process improvements for enhanced service delivery.
About the role
Key responsibilities & impact- Lead the team representing F&G Operations to external distribution partners, vendors, and insurance industry organizations.
- Ensure Operations messaging is consistent and aligned with enterprise strategies across distributor presentations, external communications and partner interactions.
- Lead the Relationship Management team in effectively supporting the expanding F&G multi-channel distribution footprint
- Contribute to the annual development of and adherence to the departmental budget
- Develop and maintain strong strategic relationships both internally at F&G as well as externally within the insurance industry.
- Enhance relationships with key service providers and vendors, customers, financial advisors, wholesaling staff and distributor contacts.
- Provide proactive and regular communication of changes to policies and procedures, project initiatives, and performance metrics.
- Drive operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors.
- Understand the operational needs of key distributors and champion their needs in project prioritization discussions.
- Work with Retail Operations and Sales Support team to fully resolve both pre-sale and post-sale escalated service issues efficiently, perform root cause analysis, communicate resolution on issues and take actions toward service recovery.
- Provide guidance/mentoring where appropriate to key service providers, vendors, and other service organization employees regarding successful operational relationship management, problem resolution, and service excellence.
- Accountable to drive positive impact toward low effort, high satisfaction service for our customers
- Develops and drives Operations Relationship Management strategy in alignment F&G strategic priorities.
- Provides sound consultative guidance to projects and programs aimed at reducing agent/customer effort and ensuring awareness around process impact.
Requirements
What you’ll need- Bachelor's or degree or equivalent work experience preferred
- 10+ years of experience in financial services, life insurance, annuities, or retirement plans.
- 4+ years in a management or leadership role with direct reports.
- Experience working with distribution partners, onboarding processes, or operational relationship management strongly preferred.
Benefits
Comp & perks- Flexible working arrangements
- Reasonable accommodations for applicants with disabilities
ATS Keywords
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Soft Skills
leadershiprelationship managementcommunicationproblem resolutionstrategic thinkingmentoringconsultative guidanceoperational improvementscustomer service excellencebudget management
Certifications
Bachelor's degree