Annuities Director (New Business) directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Being an Annuities Director (New Business) stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Additionally, Annuities Director (New Business) requires a bachelor's degree. Typically reports to top management. The Annuities Director (New Business) manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Annuities Director (New Business) typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Discover the exciting opportunity to join Allstate - ODonnell & Associates Inc as a New Business Onboarding Specialist. Our team embraces a hybrid remote work setting to provide flexibility while maintaining a strong connection to S Daytona, Florida, and the surrounding community. We thrive on positivity and collaboration, fostering an inviting environment for our employees to excel.
As a key member of our team, you will be responsible for efficiently guiding new customers through the onboarding process, ensuring a seamless transition to our services. Your role will involve building strong relationships with clients, providing exceptional service, and being a trusted resource for their needs. At Allstate - ODonnell & Associates Inc, we value dedication, professionalism, and a passion for helping others.
If you are motivated by a supportive work environment, eager to make a positive impact, and excited about joining a team that prioritizes customer satisfaction, we invite you to apply today and become part of our dynamic team!
Work from Home
Flexible Schedule
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
Evenings Off
Client Onboarding: Lead new clients through the process, ensuring a smooth and positive experience.
Documentation: Accurately collect and organize necessary paperwork for new client accounts.
Information Sharing: Educate new clients on available services, products, and resources.
Problem Resolution: Address client inquiries and concerns effectively and efficiently.
Relationship Building: Develop and maintain strong relationships with new clients to ensure satisfaction and retention.
Process Improvement: Propose and implement streamlined procedures to enhance the onboarding experience.
Customer Focus: Strong commitment to delivering outstanding customer service experiences.
Communication Skills: Excellent verbal and written communication skills.
Organizational Skills: Ability to handle multiple tasks efficiently and prioritize workload effectively.
Problem-Solving Skills: Capacity to identify issues and provide effective solutions in a timely manner.
Team Player: Collaborative mindset, capable of working well within a team environment.
Technical Proficiency: Basic computer skills and familiarity with online tools and systems.
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0 Annuities Director (New Business) jobs found in Daytona Beach, FL area