PRT Operations Associate

F G; EUA; Híbrido; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Fidelity & Guaranty Life Insurance Company is seeking an Operations Associate for PRT Client Management. You will support relations with potential and existing PRT clients, ensuring operational support and satisfaction.

You will report to the Director, PRT Client Management and work across teams to keep projects on track. The role requires a minimum of 3 years in financial services and a bachelor’s degree in finance or related fields.

Qualificações

• Ability to build effective relationships with clients and across teams.
• Excellent verbal and written communication; concise information sharing.
• Strong attention to detail with strong organizational skills.
• Adaptable in a changing environment and able to deliver results.
• Experience improving processes in financial services.

Responsabilidades

• Serve as client contact during transaction integrations and ongoing satisfaction.
• Update and evolve the Integration Project Plan for each client.
• Attend regular client meetings to review progress and adjust plans.
• Coordinate transition activities from kickoff to certificate delivery and related deliverables.
• Collaborate with Pricing, Valuation, and Treasury to manage transactions.
• Document procedures within the team.
• Assist with administrative issues for covered annuitants.
• Prepare information for state exams, audits, etc.

Conhecimentos

Relationship building

Verbal & written comms

Attention to detail

Organization & documentation

Process improvement

Formação académica

Bachelor’s degree in finance, economics, business, a related field

Descrição da oferta de emprego

The PRT Operations Associate, will assist with the management and enhancement of our relationships with potential and existing PRT clients, ensuring their ongoing operational support and satisfaction.

The PRT Operations Associate will report to the Director, PRT Client Management.

Duties And Responsibilities

• Serve as a point of contact for PRT clients and our Third-Party Administrator throughout transaction integrations, ensuring a smooth transition and ongoing client satisfaction.
• Participate in updating and evolving the Integration Project Plan for each client.
• Participate in regular client meetings to review project progress, address concerns, and adapt plans as needed based on client feedback.
• Coordinate and execute transition activities from kick-off meeting through certificate delivery, including premium reconciliation and true-up, annuity exhibit preparation, GAC execution, and other critical deliverables.
• Collaborate closely with Pricing, Valuation, and Treasury to ensure transactions are managed effectively.
• Document procedures within the team.
• Assist in the management of ongoing administrative issues related to covered annuitants.
• Assist in the preparation of information required for state exams, various audits, and the like.

Knowledge, Skills And Abilities

• Ability to build effective relationships and work collaboratively across F&G and with new and existing clients.
• Excellent verbal and written communication skills with ability to convey information to others in a clear, focused, and concise manner.
• Strong attention to detail and accuracy along with excellent organization and documentation skills.
• Demonstrated ability to perform effectively in an environment of constant change.
• Demonstrated ability to deliver required results.
• Demonstrated ability to improve processes.

Experience And Education Requirements

• Minimum of 3 years of applicable experience in financial services. A focus on client management with pension and/or pension risk transfer is a plus.
• Bachelor’s degree in finance, economics, business, a related field, or equivalent experience.

Other Requirements

• Perform other functions, duties and projects as assigned.
• Regular and punctual attendance.
• Minimal travel required (less than 10%).

Work Environments

F&G believes in an employee‑centric flexible environment, which is why we offer the ability for in‑office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [e-mail].

Join our employee‑centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1 Top Workplaces USA 2022 – 2023

2 Des Moines Register Top Workplaces 2018 – 2022

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