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Summary of Responsibilities:
Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Provides consultation to plan sponsors and agents regarding plan design and operation. Works with minimal supervision.
Summary of Responsibilities:
Regional Sales Vice Presidents (RSVPs) are responsible to meet regional life and annuity sales goals on a profitable basis as established by the Senior Vice President (SVP). Core to their success is maintaining a broad group of GAs who write profitable business for Lafayette Life Insurance Company (LLIC). Focus is split between maintaining/enhancing relationships with existing General Agents (GAs) and continually recruiting new GAs who meet the Company’s quality standards to continue to grow the region’s life and annuity business profitability. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Summary of Responsibilities:
Regional Sales Vice Presidents (RSVPs) are responsible to meet regional life and annuity sales goals on a profitable basis as established by the Senior Vice President (SVP). Core to their success is maintaining a broad group of GAs who write profitable business for Lafayette Life Insurance Company (LLIC). Focus is split between maintaining/enhancing relationships with existing General Agents (GAs) and continually recruiting new GAs who meet the Company’s quality standards to continue to grow the region’s life and annuity business profitability. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Summary of Responsibilities:
Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.