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)
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Competencies
Other Qualifications
Physical Demands - The physical demands described here are representative of those that must be
met by an employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
While performing the duties of this job, the employee is frequently required to stand; walk; use
hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is
occasionally required to sit; climb or balance and stoop, kneel, crouch, or crawl. The employee
must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 25
pounds. Specific vision abilities required by this job include close vision, peripheral vision and
ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of
those an employee encounters while performing the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
While performing the duties of this Job, the employee is frequently exposed to moving
mechanical parts. The employee is occasionally exposed to high, precarious places. The noise
level in the work environment is usually moderate.
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