Annuity Business Manager

2 days ago

Charlotte Bay, Australia beBeeBusiness Full time
Job Overview

The Annuity Business Leader will be responsible for the end-to-end management of annuity new business. This includes owning every case from submission through policy delivery and funding, eliminating NIGO by preparing and reviewing all paperwork, submitting business via e-apps, managing requirements, and driving cases to approval.

This role is ideal for a specialist with 3–5+ years in annuity/life new business who hates NIGO, knows carrier quirks, and thrives on deadlines.

As a process-obsessed and calm under pressure individual with extreme ownership over outcomes, you will refine SOPs for speed, accuracy, and compliance, close the loop on delivery receipts and e-signatures.

This is a full-time opportunity to lead the annuity and insurance new-business engine, primarily Fixed Indexed Annuities (FIAs) with life insurance cases as needed.

Key Responsibilities
  • Own every case from submission through policy delivery and funding.
  • Eliminate NIGO by preparing and reviewing all paperwork.
  • Submit business via e-apps, manage requirements, and drive cases to approval.
  • Serve as the hub for advisors, clients, carriers, FMOs/IMOs—proactively communicate status, remove roadblocks, and accelerate time-to-issue.
  • Coordinate underwriting (e.g., APS, parameds) on life cases; anticipate issues before they appear.
  • Track every milestone in CRM (Redtail/Salesforce). Protect data integrity; document everything.
  • Refine SOPs for speed, accuracy, and compliance; close the loop on delivery receipts and e-signatures.
Requirements
  • A bachelor's degree or equivalent experience in a related field.
  • 3–5+ years of experience in annuity/life new business at an FMO/IMO/BGA, carrier home office, insurance-focused RIA/independent advisory firm, or insurance BD.
  • Exceptionally clear in writing and speech; confident with clients and senior advisors.
  • Fluent with e-apps (FireLight, iGO), licensing/contracting (SureLC), and CRMs (Redtail/Salesforce).
  • Process-obsessed and calm under pressure—with extreme ownership over outcomes.
Benefits
  • Market-leading base range depending on experience and the value you bring.
  • Performance incentives tied to speed-to-funding, NIGO reduction, SLA adherence, and advisor satisfaction.
  • Benefits package and professional development opportunities.
Additional Information

This role requires a strong understanding of the annuity industry, excellent communication skills, and the ability to work independently with minimal supervision.

If you are a results-driven professional with a passion for delivering exceptional customer experiences, this could be the perfect opportunity for you to take your career to the next level.

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