Great-West Corporate Account Mgr- Annuity & Life in Denver (DTC), Colorado
Responsible for being the key strategic point of contact between National Account Managers, partners and home office teams to ensure excellent customer service relating to implementation, service issue resolution, process improvements and other partner related tasks. An Account Manager assists National Account Managers with the development of broker-dealer and RIA relationships to drive sales and ensure the attainment of mutually beneficial long-term goals. The position is also responsible for representing Great West Financial with assigned accounts, when applicable.
1-Manages daily communications with internal and external parties to maintain, retain and develop strong partner relationships including support for external account managers on product-related information;
2-Manages implementation process for new bank and channel partners and acts as a account manager for on-going communications inclusive of file transfers.
3-Proactively follows up on outstanding issues with internal functional areas as well as with National Account Managers and, potentially, external partners. Ensures issues are being resolved and partners are kept apprised of progress ensuring highest level of customer service and satisfaction.
4-Promptly handles escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, technical support, etc.
5- Works with National Account Managers and internal teams to ensure contracts, amendments and fee for service agreements are in place.
6-Works with internal teams and may serve as the project manager ensuring partner requests. Process changes and enhancements are delivered as necessary.
7-Collaborates with partner reporting team to ensure reporting requests are delivered as requested to external Account Management team or to the partner directly.
9-May coordinate partner specific activities such as tracking of campaign effectiveness, security reviews, vulnerability testing.
10-Tracks sales and activity in assigned firms and prepares reports for External Account Managers.
11-Performs research and prepares periodic reports for management as requested.
12-Maintains up-to-date firm assignment/product availability grids and one-page reference broker dealer reference sheets for use by Internal Sales, External Sales, and Service/Operations.
13-Coordinates the delivery of Annuity Manager Notifications and tracks receipt by appropriate contact.
14-Develops and coordinates strategic relationships with executives and key personnel in assigned firms.
Bachelors degree in business or related discipline preferred or equivalent work experience.
3 year financial services experience
Basic knowledge of insurance and retirement income products, experience working with RIA’s preferred
Excellent verbal and written communication skills, including the ability to articulate complex concepts to clients, intermediaries and participants.
FINRA 6 & 63 required along with Life Insurance Licenses for allapplicable states within company guidelines
Working Conditions/Physical Requirements:
Normal Office Working Conditions
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.
At Great-West Financial® and Empower Retirement, our more than 4,600 associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you’re interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We’re an equal opportunity employer dedicated to workforce diversity. We’re also committed to providing a drug-free workplace.
External Job Title: Account Mgr- Annuity & Life
External Company Name: Great-West Life & Annuity Insurance Company