Job Description

LIVIT Staffing has a client whose company offers a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As a Contract to Hire (6 month) Annuity Premier Care Consultant you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Client's Mission is to revolution how people feel, think and experience retirement solutions.

Client's Core Values

• Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.
• Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.
• Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.
• Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.
• Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.
• We are One – we Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Annuity Premier Care Consultant

The Annuity Premier Care Consultant will coordinate agent onboarding, commissions, new business, suitability, post-issue and claims. You will be responsible for cross-functional duties across all service areas, enabling an end-to-end completion of processes and creating an exceptional experience for Agents and clients. The role will require collaboration among team members in a small team environment, where every individual will be critical to the team’s overall success.

Building relationships will be crucial to differentiate our client as a preferred partner. The Customer Care team is the foundation to creating this partnership and exemplifying this client's ability to complete work end-to-end quickly, by doing what they say they'll do, creating a positive and friendly experience for all their customers, and resolving any problems that occur along the way.

Client's Major Duties & Responsibilities

• Answer calls, emails, and chats from Agents and clients, responding to inquiries and requests accordingly.
• Holistic ownership of a superb agent experience using soft skills and a positive attitude.
• Become an expert in our best-in-class technology platforms to provide an unprecedented technology experience to our customers, showcasing our capabilities.
• Participate in design, testing, and evolution of our technology.
• Process transactions in a timely manner, ensuring operational excellence.
• Use sound judgement in decision-making, resulting in positive customer experience and mitigating risk.
• Exercise compliance-centric awareness to safely do right by our customers
• Adhere to productivity and efficiency metrics and goals.
• Any other duties assigned.

Skills, Experience & Qualifications

• Advanced knowledge in annuity operations and the insurance industry.
• Strong orientation to teamwork and partnering, internally and externally.
• Ability to manage/execute multiple tasks/workstreams simultaneously, work under pressure, remain focused in a fast-paced start-up environment.
• Ability to grasp complex concepts and apply them.
• Experience with delivering high-quality outputs and customer experiences.
• Ability to thrive in an environment of autonomy, ambiguity, and minimal bureaucracy or “red tape.”
• Sound judgment, financial acumen, high attention to detail.
• Innovative thinking, strong people skills, relationship building.
• Excellent communication & presentation skills.
• High energy individual that takes initiative - has ability to work independently and handle ambiguity.

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