Job Details

Manages a team of associates within the Annuity Services Department who deliver timely and accurate information and customer service through inbound phone calls and post issue processing.

We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

Responsibilities

• Actively monitor disbursement, financial and non-financial processing to ensure service level agreements and regulatory requirements are met
• Guides and advises departmental employees in the more complex aspects of their work. Investigate and follow up on the most complex or critical questions/issues to resolve concerns in an accurate and timely manner
• Communicates effectively with financial professionals and clients
• Review and approve accounting entries
• Perform quality review of tasks performed, provide feedback to staff, and provide hands on support when necessary
• Promote a culture where associates take responsibility and are accountable for their performance by setting clear expectations; giving associates the tools they need to do their job and holding them accountable for results
• Create metrics for reporting and process tracking. Measures and motivates employees to meet optimum performance levels.
• Work with leadership to develop business processes and service standards
• Maintains effective communication with other departments and employees to reach mutually agreeable goals
• Responsible for adherence to the company's framework of internal controls, operational plan and budget
• Work collaboratively and may participate on project teams
• Identify, recommend and facilitate ongoing process improvements
• Perform various other related duties, assignments and special projects as assigned
• Ability to work between the hours of 8:30am and 6pm (hours may vary)

Required Skills

• Strong analytical, problem solving and critical thinking skills
• Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines
• Excellent organizational skills and strong aptitude for identifying and setting priorities.
• Ability to efficiently handle changing demands and high volume.
• Excellent written and verbal communication skills
• Ability to establish and sustain positive relationships
• Client service orientation
• Create an environment that encourages two-way communication and in which associates feel it is safe to speak up

Required Experience

Education

• H.S. Diploma or Equivalent Required
• Bachelor's Degree Preferred

Experience

• 3-5 Years Supervisory experience Required and
• 5-7 Years Supervisory experience Preferred
• 5-7 Years Experience with variable and fixed annuity products, processes and transactions Required
• Financial services industry experience with annuities Required

Licenses and Certifications

• FINRA Series 6 Required
• FINRA Series 26 Required

Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.

Salary Range: $90,000 - $115,500

Qualifications:

• Strong analytical, problem solving and critical thinking skills
• Must be detail-oriented and be able to handle multiple tasks/projects as well as exercise initiative and follow-through to meet deadlines
• Excellent organizational skills and strong aptitude for identifying and setting priorities.
• Ability to efficiently handle changing demands and high volume.
• Excellent written and verbal communication skills
• Ability to establish and sustain positive relationships
• Client service orientation
• Create an environment that encourages two-way communication and in which associates feel it is safe to speak up