Ryan Walling Email & Phone Number

Greenwood Village, Colorado, United States

Responsibilities-Operate as the lead point of contact for any and all matters specific to customers-Build and maintain strong, long-lasting customer relationships-Develop a trusted advisor relationship with key customer stakeholders and executive sponsors-Ensure the timely and successful delivery of our solutions according to customer needs and objectives-Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders-Forecast and track key account metrics-Identify and grow opportunities within territory and collaborate with sales teams and recruiters to ensure growth attainment-Assist with high severity requests or issue escalations as needed

Support sales of fixed and variable annuity and life insurance products by delivering exceptional customer service in alignment with the strategic goal to be a market leader in customer service delivery. Specific responsibilities include: - Process a variety of tasks associated with annuity and/or annuity applications- Process complex changes to existing policies and research duplicate statement problems. - Process incoming internal and external telephone requests for information and service. - Process, research and resolve complex problems related to the various applications, 1035 exchanges and qualified transfers. - Respond to policyholder and agent inquiries, process complex service requests, and research problems. - Process/review commissions and research and resolve commission, licensing, appointment, and termination problems. - Compliance with both IMSA Code of Ethics and SEC regulations that require variable financial transactions be processed the same day received.

Westminster, Colorado