Annuities Supervisor (New Business) jobs in Montana
Annuities Supervisor (New Business) supervises a group of Annuities Representatives responsible for handling the needs of new applicants. Ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Being an Annuities Supervisor (New Business) is responsible for handling the more complicated client service issues such as contract exceptions or complaints referred by staff. May be responsible for developing or improving annuities application processes in order to facilitate the acquisition of new business. Additionally, Annuities Supervisor (New Business) requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Annuities Supervisor (New Business) supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be an Annuities Supervisor (New Business) typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Recently Added Annuities Supervisor (New Business) jobs
- Weber Gallagher Simpson Stapleton Fires & Newby...
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Intake, MT
FULL_TIME
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Weber Gallagher has an immediate opening for a New Business Intake Coordinator to assist with the processes and procedures for the onboarding of new clients and the identification of potential conflicts of interest.
Responsibilities:
- Run conflicts and make sure the appropriate waivers/clearances and approvals are received.
- Processing new business intake forms to open new matters through Aderant Expert (keeping to a 24 turnaround)
- Work with staff to ensure that information is appropriate to formally open all new matters.
- Send engagement letters to Billing to create rate codes for new billing clients, when needed.
- Determine attorney origination credits and update the master spreadsheet with new credit splits and update the information in Entity Manager in Expert
- Apply proper billing rates to each matter, adding the bill cycle.
- Quality control of matter data ensuring completeness for every new file
- Re-open files as necessary which includes re-running conflicts and a check of matter parties, billing contact, rates, and originations.
- Close designated matters upon receipt of emails from staff and update bill cycle to final for billing.
- Make record changes to files such as adjusters, addresses, offices, billing attorneys, clients, bill cycles, etc.
- Manage the Conflict inbox and Records inbox - making sure requests are organized and completed in a timely manner.
- Maintain and update conflict database with current information received regarding clients and their affiliate relationships.
Qualifications:
- Minimum of two (2) years of prior New Business Intake experience in a law firm setting
- Experience with Aderant Expert and conflicts database software
- Strong knowledge of conflicts of interest and new business intake principles
- Ability to work independently in a high-volume practice and take initiative
- Strong multitasker, ability to juggle multiple projects simultaneously
Please submit a cover letter and resume for consideration to: careers@wglaw.com.
- Just Posted
- WealthVest
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Bozeman, MT
FULL_TIME
- Operations ‐ New Business SpecialistOperations department team members work in a high-energy, fast-paced environment providing efficient, accurate and professional support and service to our wholesale...
- 9 Days Ago
- Radius Recycling
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Billings, MT
FULL_TIME
- General Position Summary & Responsibilities: The New Steel Supervisor reports to the Recycling Facilities and Operations Manager and is responsible for ensuring that all efforts are compliant with the...
- 28 Days Ago
- Prospera Business Network
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Bozeman, MT
FULL_TIME
- Job Opening Montana Women’s Business Center – Program Director (full-time) Posted: April 11, 2024 Location: In Person, In Office – Bozeman, MT Salary: $55,000 to $75,000 DOE, with benefits listed Pros...
- 12 Days Ago
- New York Life
-
, MT
FULL_TIME
- The New York Life Insurance Agent’s role is all about building relationships with and providing the right products and services that can best meet the needs of their clients. Adding up to a rewarding ...
- 7 Days Ago
- New York Life
-
, MT
FULL_TIME
- The New York Life Insurance Agent’s role is all about building relationships with and providing the right products and services that can best meet the needs of their clients. Adding up to a rewarding ...
- 7 Days Ago
Annuities Supervisor (New Business) jobs at Popular Companies
- Hidalgo County, TX
-
Edinburg, TX
- Salary: $38,462.00 Annually Location : Edinburg, TX Job Type: Regular Full-Time Job Number: 2024-02224 Department: JUVEN...
- 4/26/2024 12:00:00 AM
- Helen Ross McNabb Center
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Knoxville, TN
- Supervisory Roles (Program Coordinator / Team Leader) All Counties We've been waiting for someonelike you! With a wide r...
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- Collin County
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McKinney, TX
- This position works a unique schedule of 12-hour shifts that provides 3 to 4 days off in a row every week. Starting at $...
- 4/23/2024 12:00:00 AM
- Waggoner Holdings
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Nashville, TN
- Job Description Job Description We are hiring for a leader to add to our organization who has passion and purpose. We’ve...
- 4/23/2024 12:00:00 AM
- Peak Living
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Richmond, VA
- Peak Living is currently seeking a qualified Maintenance Supervisor to join our team!At Peak Living, our employees love ...
- 4/23/2024 12:00:00 AM
- Tenet Healthcare Corporation
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San Antonio, TX
- **Patient Service Representative Overlook and 281** **Job ID:** 2005041983 **Date posted:** 11/04/2021 **Facility:** Sta...
- 4/23/2024 12:00:00 AM
- Midland County, TX
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Midland, TX
- Salary : $44,294.76 Annually Location : Midland, TX Job Type: Full-Time Job Number: 2019-00273 Department: Juvenile Dete...
- 4/22/2024 12:00:00 AM
- Greystar Worldwide, LLC
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Columbia, MD
- Supports and assists the Community Manager in overseeing and managing the financial and operational facets of the commun...
- 4/22/2024 12:00:00 AM