Life & Retirement Advocate I

About the position Horace Mann is a purpose-driven company that is passionate about educators. Life & Retirement Advocate I will perform Life and Retirement Core and Auxiliary transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area. Responsibilities • Support multiple daily functions via – CK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page center reporting, Microsoft Office, Hyland Onbase, workstation. , • Perform and execute 20% of Core business functions and Auxiliary business functions as assigned while maintaining high quality. , • Effectively and consistently communicate with the field sales team and clients with professional and concise delivery. , • Learn and understand functions of administrative systems, document repositories, workflows, and web-based applications associated with Life and retirement Operations. , • Multitask, collaborate with peers, and execute on highest priorities to be compliant with FINRA, Sec, Department of Insurance regulations and operational service level agreements. , • Actively participate in collaborative work efforts, training, and provide suggestions regarding opportunities for process improvements. , • Learn and demonstrate basic life and retirement product and industry knowledge. , • Understand and adhere to basic compliance, tax regulations, Department of insurance and filed rules. , • Provide updates as required on assigned work to ensure transparency of service-level expectations. Requirements • H.S. Diploma or GED equivalent, required. , • Bachelor’s degree in business/finance-oriented field or comparable experience in business related field, preferred. , • Communicate effectively and professionally with internal business partners, agents/field staff, and clients in both written and verbal communications. , • Understand and adhere to FINRA, SCE, IRS, State Department of Insurance, and internal SOP guidelines. Nice-to-haves undefined Benefits undefined Apply tot his job