Operations Oversee insurance and annuity new business processing; Collaborate with all business areas and all branch offices to ensure processes are being improved and standardized with good execution; Use data to analyze operations and administration efficiency and make recommendations on updates and changes; Support and optimize processes and workflows across the branch

Operations Oversee insurance and annuity new business processing; Collaborate with all business areas and all branch offices to ensure processes are being improved and standardized with good execution; Use data to analyze operations and administration efficiency and make recommendations on updates and changes; Support and optimize processes and workflows across the branch

Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of defined contribution plans. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains ongoing client contact to assist w