Insurance Wholesaler - Annuity

POSITION HIGHLIGHTS

In office Monday - Friday: 8420 W Dodge Rd, Omaha, NE 68114
Hours: 7:30-4:30 Monday - Thursday, 7:30 - 2:00 Friday
Compensation is a combination of base + incentive
Summary

Essential Duties And Responsibilities

• Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services.
• Develop assigned marketing plans and provide service assistance to agents;
• Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products;
• Recruit, train, service and assist agents to enable agents to produce at highest level possible;
• Aid agents with issues, including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email;
• Communicate with agents regularly regarding product information, rate changes and key agent benefits;
• Maintain compliance with program reporting rules and sales requirements;
• Provide technical support training, sales and marketing coaching;
• Identify and cultivate top producers;
• Identify problem agents;
• Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.).
• Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships.
• Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent. There can be exceptions to this rule based on specific circumstances and requests.

Department Support Functions

• Update and maintain Contact Management System information in accordance with policies and procedures;
• Manage Team Roster;
• Update and maintain task list.

Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools.

Special Projects

• Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees.
• Aids with special projects/assignments as requested by members of management.
• Performs other duties as assigned by management.

Qualifications

• Education / Experience:
• Bachelor's Degree in marketing or a related field
• High School Diploma or GED
• Three (3) or more years of general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience
• Licenses:
• Life/Health Insurance license

Skills

• Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.
• Knowledge of the general industry procedures, practices and terminology.
• Skill in working effectively with inbound and outbound callers/customers.
• Skill in negotiating and problem-solving to resolve internal and external conflicts.
• Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).
• Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
• Ability to maintain all company policies, including all confidentiality and safety policies.
• Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame.