Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Position Overview
This position performs a variety of duties both customer service driven and clerical in nature. As a Director of Client Services, the position will be initial contact with clients and referral sources. This employee must have the ability to communicate with clients and various medical staff in a courteous and efficient manner. The Director of Client Services will provide effective and efficient communication of active referral information to Program Director.
Essential Functions
Job Qualification Requirements
Knowledge/Experience:
* Master’s Degree in counseling, psychology, behavioral science or equivalent field of study
* Licensed by the State of Florida
* 3 years of Management experience
* Must pass a criminal background check
License/ Certification :
* State Licensure in Mental Health or Social Work
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
Schedule:
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Experience:
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Ability to Relocate:
Work Location: Multiple locations
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0 Annuity Services Director jobs found in Jacksonville, FL area