Job Description
About the position
Horace Mann is a purpose-driven company that is passionate about educators. Life & Retirement Advocate I will perform Life and Retirement Core and Auxiliary transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area.
- Responsibilities
- Support multiple daily functions via – CK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page center reporting, Microsoft Office, Hyland Onbase, workstation. ,
- Perform and execute 20% of Core business functions and Auxiliary business functions as assigned while maintaining high quality. ,
- Effectively and consistently communicate with the field sales team and clients with professional and concise delivery. ,
- Learn and understand functions of administrative systems, document repositories, workflows, and web-based applications associated with Life and retirement Operations. ,
- Multitask, collaborate with peers, and execute on highest priorities to be compliant with FINRA, Sec, Department of Insurance regulations and operational service level agreements. ,
- Actively participate in collaborative work efforts, training, and provide suggestions regarding opportunities for process improvements. ,
- Learn and demonstrate basic life and retirement product and industry knowledge. ,
- Understand and adhere to basic compliance, tax regulations, Department of insurance and filed rules. ,
- Provide updates as required on assigned work to ensure transparency of service-level expectations.
- Requirements
- H.S. Diploma or GED equivalent, required. ,
- Bachelor’s degree in business/finance-oriented field or comparable experience in business related field, preferred. ,
- Communicate effectively and professionally with internal business partners, agents/field staff, and clients in both written and verbal communications. ,
- Understand and adhere to FINRA, SCE, IRS, State Department of Insurance, and internal SOP guidelines.
Nice-to-haves
undefined
Benefits
undefined
Apply Now