Fidelity & Guaranty Life Insurance Company Verified

PRT Operations Associate

HybridHybridFull TimePosted 16 days ago

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Required skills

PRT clients
Third-Party Administrator
transaction integrations
Integration Project Plan
client meetings
transition activities
premium reconciliation
annuity exhibit preparation
GAC execution
Pricing

Nice to have

client management with pension
pension risk transfer

Role summary

The PRT Operations Associate will support the management and enhancement of relationships with PRT clients and their Third-Party Administrator, ensuring operational support and satisfaction. Responsibilities include serving as a point of contact for transaction integrations, updating the Integration Project Plan, participating in client meetings, coordinating transition activities, and collaborating with internal teams like Pricing, Valuation, and Treasury. The role also involves documenting procedures, managing administrative issues for annuitants, and preparing information for audits and state exams. A minimum of 3 years of financial services experience is required, with a focus on client management in pension or pension risk transfer being a plus. A Bachelor's degree in finance, economics, business, or equivalent experience is also required.

Job Summary

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%).

#LI-JB1

#LI-Remote

Additional Information

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 talentacquisition@fglife.com.

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.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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