🕒 yesterday
Own channel account health performance by monitoring metrics, coordinating strategies with channel teams and partners, optimizing processes, and improving listings, reviews, and customer trust.
PRT Operations Associate
🕒 5 days ago
Pension Risk TransferClient ManagementClient Relationship ManagementTransaction Integration
📜 Description
- Serve as a point of contact for PRT clients and the Third-Party Administrator during transaction integrations.
- Update client Integration Project Plans and participate in meetings to review progress, address concerns, and adapt plans.
- Coordinate transition activities from kickoff through certificate delivery, including premium reconciliation, annuity exhibits, and GAC execution.
- Collaborate with Pricing, Valuation, and Treasury to manage transactions effectively.
- Document team procedures and assist with administrative issues involving covered annuitants.
- Help prepare information for state exams and audits.
🛠️ Requirements
- Ability to build effective relationships and work collaboratively across F&G and with new and existing clients.
- Excellent verbal and written communication skills with ability to convey information to others in a clear, focused, and concise manner.
- Strong attention to detail and accuracy along with excellent organization and documentation skills.
- Demonstrated ability to perform effectively in an environment of constant change.
- Demonstrated ability to deliver required results.
- Demonstrated ability to improve processes.
- Minimum of 3 years of applicable experience in financial services. A focus on client management with pension and/or pension risk transfer is a plus.
- Bachelor’s degree in finance, economics, business, a related field, or equivalent experience.
- Perform other functions, duties and projects as assigned.
- Regular and punctual attendance.
Full job description
Job Summary
The PRT Operations Associate, will assist with the management and enhancement of our relationships with potential and existing PRT clients, ensuring their ongoing operational support and satisfaction.
The PRT Operations Associate will report to the Director, PRT Client Management.
Duties and Responsibilities
- Serve as a point of contact for PRT clients and our Third-Party Administrator throughout transaction integrations, ensuring a smooth transition and ongoing client satisfaction.
- Participate in updating and evolving the Integration Project Plan for each client.
- Participate in regular client meetings to review project progress, address concerns, and adapt plans as needed based on client feedback.
- Coordinate and execute transition activities from kick-off meeting through certificate delivery, including premium reconciliation and true-up, annuity exhibit preparation, GAC execution, and other critical deliverables.
- Collaborate closely with Pricing, Valuation, and Treasury to ensure transactions are managed effectively.
- Document procedures within the team.
- Assist in the management of ongoing administrative issues related to covered annuitants.
- Assist in the preparation of information required for state exams, various audits, and the like.
Knowledge, Skills and Abilities
- Ability to build effective relationships and work collaboratively across F&G and with new and existing clients.
- Excellent verbal and written communication skills with ability to convey information to others in a clear, focused, and concise manner.
- Strong attention to detail and accuracy along with excellent organization and documentation skills.
- Demonstrated ability to perform effectively in an environment of constant change.
- Demonstrated ability to deliver required results.
- Demonstrated ability to improve processes.
Experience and Education Requirements
- Minimum of 3 years of applicable experience in financial services. A focus on client management with pension and/or pension risk transfer is a plus.
- Bachelor’s degree in finance, economics, business, a related field, or equivalent experience.
Other Requirements
- Perform other functions, duties and projects as assigned.
- Regular and punctual attendance.
- Minimal travel required (less than 10%).
#LI-JB1
#LI-Remote
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.
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