Customer Service
SunAmerica Retirement Markets (SunAmerica) is a true pioneer in the retirement savings industry, with roots dating to 1890. Today, SunAmerica focuses primarily on meeting Americans' lifetime income needs, continuing to be an innovator in developing guaranteed income solutions. SunAmerica's industry-leading variable annuities are distributed through an extensive network of 120,000 financial advisors from the nation's foremost independent broker-dealers, wirehouses and financial institutions. Consistently recognized for customer service, SunAmerica was recently awarded DALBAR's Annuity Service Excellence Award for the third consecutive year, the #1 ranking for client quarterly statements for the eighth consecutive year, and top-five rankings for its financial professional and consumer websites.
Position Description
At SunAmerica we are looking for candidates who have both the skills and passion to help us achieve excellence. As a Financial Service Associate 1, you will be on the "front line" for the New Business Department providing an exceptional customer service experience for our Brokers and Agents. In this position you will be responsible for the new business application process from start to issuance. This includes reviewing the document for accuracy; identify issues, resolving those issues on the first call to the Broker/Agent, complying with various state and/or product requirements, inputting the application data in to multiple databases and transferring funds.
The selected individual will attend a one (1) week training class to become familiar with introductory knowledge of systems, applications, policies, procedures of the department and basic understanding of our annuity products and features that are sold exclusively by outside agents/brokers to their clients.
Once the individual has successfully completed the training course, they would be partnered with a business trainer for approximately 1-2 weeks or until the new employee has gained the requisite skills and confidence (as determined by management) to be on their own. Depending on the assigned territory, work schedules could start as early as 6:00am and end as late as 8:00pm. Schedules will be determined during training and are based on business need.
Position Requirements
• Strong PC Skills
• Ability to multitask.
• Demonstrate and practice strong written and oral communication skills
• Demonstrate strong organizational, time management and prioritization skills.
• Demonstrate ability to consistently meet goals and deadlines, department standards for quality and productivity.
• Demonstrate on a consistent basis follow through skills.
• Provide consistent high-level of customer service to both internal departments and outside agent/brokers.
• Demonstrate ability to adapt to change to meet the needs of the clients and department
• Demonstrate ability to work independently and in a team environment
*Bachelors Degree Strongly Preferred
Education
Bachelors Degree preferred, but not required
About Us
SunAmerica Financial Group is the fourth largest life insurance organization in the United States based on more than $221 billion of admitted assets as of September 30, 2009. It is comprised of several leading life insurance and retirement services businesses, including American General Life Companies, AGLA, VALIC, Western National Life Insurance Company, SunAmerica Retirement Markets, SunAmerica Mutual Funds, SunAmerica Affordable Housing Partners, FSC Securities, Royal Alliance and SagePoint Financial. The unified businesses, which comprise the domestic life and retirement services unit of AIG, offer a comprehensive suite of life insurance, retirement savings products and guaranteed income solutions through an established multi-channel distribution network that includes banks, national, regional and independent broker-dealers, career financial advisors, wholesale life brokers, insurance agents and a direct to consumer platform. Equal Opportunity Employer.
