Suitability Team lead
@ Athene Annuity and Life CompanySuitability Team lead
About the job
Athene offers financial products and services, supporting customers and professionals. The Suitability Team Lead oversees workflow, mentors staff, and ensures quality standards in a collaborative setting.
Requirements
- Experience with life or annuities
- Strong leadership skills
- Effective communication skills
- Experience with financial services
Qualifications
- Bachelor’s degree or equivalent
- 3+ years related experience
- Knowledge of annuity systems
- Ability to explain concepts clearly
Full job description
We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.
Purpose:
This role supports the Suitability and New Business functions related to processing, quality review and reporting. The Team Leader provides work direction to a team to assure that all work is completed within time and quality service standards. Monitors the workflow throughout the day and makes adjustments as necessary to meet deadlines. Functions as a technical guide to the team and to peers and is considered a subject matter expert. May lead or participate in special projects by clearly and concisely defining the project scope, assigning duties, measuring progress and implementing change.Accountabilities:
Providing coaching and mentoring to staff
Helps set priorities for the team
Partners with manager to provide performance feedback, escalating performance concerns; documents the behaviors and participates in interviewing and selection of new team members
Delegates work and assigns responsibilities to the team
Provides explanations and answers related to processes, regulations, etc
Provides information or explanations of Athene products and service
Documents processes and appropriate information as needed
Serves as a technical resource for the team and internal customers and leadership
Formulates correspondence with customers through both verbal and written methods
Handles escalated calls and inquiries and compiles file work in a professional manner
Assists and/or leads special projects within the department
Qualifications and Experience:
- Bachelor’s degree or equivalent experience
- 3+ years minimum of related experience required
- Experience with life, annuities and/or financial services products required
- Experience in annuity computer systems preferred
- Must be able to communicate effectively using verbal and written methods, while explaining concepts and processes to a diverse customer base
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
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