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Distributor Onboarding Analyst
Location
United States
Posted
110 days ago
Salary
0
Seniority
Senior
Job Description
Distributor Onboarding Analyst
F&G
• Responsible for designing, implementing, facilitating, and managing a comprehensive onboarding program for new IMO and Financial Institution channel distribution partners • Develop, implement, and execute standard processes to ensure consistent, high-quality, efficient onboarding experiences while maintaining compliance with regulatory and corporate guidelines • Collaboratively develop, implement, and effectively manage a scalable, repeatable distribution partner onboarding program • Support new distribution partner relationships across F&G's Retail sales channels • Expand products/services in existing distribution (add a product, line of business, new state availability launch & testing, etc.) • Drive program consistency by standardizing operating procedures (SOPs), workflows, and templates as appropriate • Implement new onboarding programs by creating and managing project plans, tracking key milestones, and reporting in a timely fashion to key stakeholders • Continuously evaluate and improve the onboarding program based on stakeholder feedback, data analysis, and industry best practices • Coordinate with multiple departments(e.g. Compliance, Operations Relationship Management, IT, etc.) as well as external distribution partners to schedule and facilitate onboarding sessions, check-in meetings, and small group planning discussions • Ensure timely progress through the onboarding program through milestone monitoring • Monitor onboarding milestones and proactively address any delays or obstacles • Partner with Sales and Relationship Management to understand specific onboarding needs, gather feedback • Communicate regularly with stakeholders regarding onboarding status, resources, challenges, and successes • Present program performance reports and recommendations to leadership • As capacity allows, perform other functions, duties, and projects as the need arises across F&G Insurance Operations
Job Requirements
- Bachelor's degree in Business Administration, Project Management, Human Resources, or related field
- Project Management or similar experience in insurance, financial services, or similarly regulated industries
- Experience working with cross-functional teams and managing multiple concurrent projects
- Proven track record of establishing and managing repeatable processes or programs
- Experience with change management and organizational transformation initiatives
- Strong organizational skills with ability to manage multiple onboarding instances simultaneously while maintaining attention to detail
- Direct experience of both Financial Institution and IMO distribution, with knowledge of related functions (order entry, data feeds, contracting, operational systems, etc.)
- Demonstrated ability to create standardized, scalable processes and document them effectively
- Excellent written and verbal communication skills with ability to interact professionally with agents, executives, and cross-functional teams
- Strong analytical and critical thinking skills to work effectively in ambiguous situations and demonstrated success to drive detail and clarity, with ability to identify issues and develop practical solutions
- Advanced skills in Microsoft Office Suite (Excel, PowerPoint, Word); experience with project management tools (e.g., Jira, SmartSheet) and CRM systems
- Ability to lead meetings, training sessions, and presentations effectively
- Exceptional ability to prioritize tasks, meet deadlines, and manage competing demands while thriving in a fast paced environment with multiple high-priority, high-visibility initiatives
- Strong interpersonal skills and ability to collaborate with diverse stakeholders, building trusted partnerships that drive results and meet critical deadlines
- Ability and willingness to learn new skills and adapt to new information and technology platforms
- Ability to travel occasionally (up to 10%) for onboarding events
- Self-motivated with ability to work independently and take initiative
- Adaptable and comfortable working in a fast-paced, changing environment
- Demonstrated commitment to providing exceptional customer service to internal and external stakeholders.
Benefits
- Employee-centric flexible environment
- Ability for in-office, hybrid and remote work arrangements
- Reasonable accommodations for applicants and candidates with disabilities
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