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2022MB-Quality Review Suitability Specialist
2022MB-Quality Review Suitability Specialist-March 2024
West Des Moines
Mar 30, 2026
About 2022MB-Quality Review Suitability Specialist

  We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more.

  Purpose:

  The Quality Review Suitability Specialist conducts quality audits of the activities performed by the following teams: Suitability, New Business Transfer Follow-up, and New Business Phone team with an objective of improving the overall experience at Athene. Analyzes results and makes recommendations for process improvements.

  Accountabilities:

  Monitors and analyzes a random sampling of transactions and/or phone type activities and documents the results.

  Partners with management to coach and mentor individual employees to improve quality standards.

  Provides detailed reports to management on individual performance.

  Identifies trends, training needs and learning opportunities as a result of the evaluations.

  Works with management and/or training identifying service improvements.

  Qualifications and Experience:

  1+ years of professional experience in a customer service role required, with proven knowledge of annuity products and suitability review experience preferred.

  Advanced verbal and written communications required to explain concepts and processes to a diverse customer base.

  Annuity contracts and disbursement knowledge preferred.

  Ability to navigate multiple computer systems with minimal assistance required.

  Coaching and/or project experience preferred.

  Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene (https://www.athene.com/about/usa-careers) .

  Athene is a Military Friendly Employer! Learn more about how we support our Veterans (https://www.athene.com/our-veterans) .

  Athene celebrates diversity, is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

  We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create a diverse, inclusive and dynamic work environment at our various locations.

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