Careers

Annuity Or Life Insurance Case Manager

OMAHA, NE & TOPEKA, KS

Job Purpose:

This position is responsible for providing exceptional end-to-end full service and support to our licensed insurance agents/producers and insurance carriers from the beginning application process until the policy is processed, in-force and closed.

 

Job Duties and Responsibilities:

• Provide full-service end-to-end support to our insurance agents/producers until the policy is processed, in-force and closed; assist agents/producers in their day-to-day activities; make sure they have forms, information and sales proposals needed to complete sales and work with various companies to insure the issue process is moving along and communicating between the two.
• Process annuity business applications from submission to commission until the policy is processed, in-force, and closed; review annuity applications and corresponding paperwork for accuracy and completeness, document outstanding requirements, enter the application in the HQ/CRM and follow up with carriers until the business is issued.
• Proactive daily follow-up calls with carriers on pending annuity insurance applications to ensure the application is being processed timely, accurately noting HQ/CRM with current status information and promptly communicating status details with the agent/producer.
• Be the primary point of contact for status updates as well as resolving any issues with a pending application.
• As a designated resource for the insurance agents/producers, administration, back-office support, marketing and case and ensure they have correct and up-to-date application paperwork required to submit annuity business.
• Manage agent/producer and carrier caseload with a sense of urgency, dedication to accuracy and responsiveness, while identifying high-priority situations and acting accordingly.
• Work with various carriers to ensure that the issue process is proceeding adequately and communicating between the two.
• Maintain data files and documents, answer phone and email inquiries, and compose reports, presentations, and materials.
• Ensure financial assets and affordability qualifications are met.
• Build/Maintain strong and effective relationships with our agents/producers and carriers.
• Answer any commission questions/concerns for the agent/producer.
• Our agents/producers are nationwide, so all communication, correspondence, and client relationships are phone based and in the office.
• Perform other duties as assigned.

Financial Dimensions:

• This position is M-F in the office, full-time, exempt

 

Working Relationships:

• Works with licensed insurance professionals across the country
• Works closely with IAMS Sales and Marketing team and Creative team
• Works with carriers and business partners who provide products/services to IAMS frequently

 

Qualifications and Job Requirements:

• High school diploma/GED
• 2+ years of industry or relevant experience preferred
• Must have professional phone etiquette & be outgoing
• Ability to work both independently and in a team environment with little supervision
• Demonstrated analytical, problem-solving, and decision-making skills
• Strong interpersonal, verbal, and communication skills
• Ability to interact with internal and external individuals at all levels including Management
• Basic proficiency with Microsoft Office Suite including Outlook, Word, and Excel, administration, data entry, and keyboarding skills
• Ability to multitask and prioritize workload under tight deadlines in a fast-paced environment with a “follow-up until resolved” mindset
• Must escalate appropriate issues in a timely fashion
• Must be detailed oriented with accuracy
• Regular and punctual attendance is required in order to ensure proper department coverage and meet IAMS’ high level of business and service standards

 

Compensation and Benefits

• Competitive base salary based on experience and skills
• Company year-end bonus if Company goals are achieved
• BCBS Medical health insurance after 90 days of employment – 100% individual employee paid premium
• Monthly Company paid HSA contributions after 90 days of employment
• 401K retirement plan after 12 months of employment – employer match up to 4%
• 7 paid holidays
• PTO day during your birthday month
• PTO – (0-3 years) = 15 days per year; accrued at 1.25 days per month

(4+ years) = 20 days per year; accrued at 1.67 days per month

• Employee anniversary cash based on years of service
• Employee birthday cash for lunch
• Holiday cash (Thanksgiving & Christmas)
• Employee referral bonus – if the referred hire is employed for 90 days ($250 bonus) 180 days ($500 bonus)
• Paid bereavement time off for immediate family/extended family/friend loss
• Paid National Guard or Reserve Duty
• Paid Jury or Election Duty

Annuity Or Life Sales Director

OMAHA, NE & TOPEKA, KS

Annuity Or Life Insurance Sales Director – Elkhorn, NE

This position will provide support to our existing insurance agents/producers in the areas of case design, marketing programs, and business development, This position will also work to recruit and onboard newly licensed insurance agents and relay the advantages of our annuity products and marketing programs for their book of business. Our agents/producers are nationwide, so all communication, correspondence, and client relationships are phone based and in the office.

Job Duties and Responsibilities:

• Work with licensed insurance agents/producers across the country to promote the insurance carriers that we represent and determine appropriate product and financial strategy recommendations for their clients
• Maintain line of communication with agents and assist them in selling annuities or life products
• Provide agents/producers with training and support on IAMS product features & benefits, case design, marketing programs and financial strategy recommendations for their clients to help grow their business
• Review current policies, update where needed, and uncover other assets which might be better positioned in annuities or life products
• Identify, generate, and recruit licensed annuity agents/producers to do business with IAMS through outbound call campaigns, emails, webinars and other means, and follow-up on those leads
• Utilize software platforms to provide illustrations and product recommendations for agents/producers
• Maintain agent records (number of agents recruited, written business, number of sales kits sent, agent referrals), provide input for weekly sales meeting

Working Relationships and Contacts:

• Works with the annuity or life insurance sales teams
• Works with administration and creative services teams
• Works with licensed insurance professionals and carriers across the country
• Works with marketing vendors and business partners who provide annuity products/services to IAMS

Compensation and Benefits:

• Base salary plus attractive monthly bonus plan
• Company year-end bonus if Company goals are met
• Medical health insurance after 90 days of employment – 100% employee-paid premium
• Monthly company paid HSA contributions between $100 – $200 after 90 days of employment
• 401k retirement plan after 12 months of employment – with company match up to 4%
• 7 paid holidays
• PTO – (0-3 yrs) = 15 days per year; accrued at 1.25 days per month
• (4+ years) = 20 days per year; accrued at 1.67 days per month
• Paid National Guard or Reserve Duty
• Paid Jury or Election Duty
• Bereavement Time for Immediate Family/Friend Loss
• Fast-paced and fun employee-focused work environment

Job Qualifications and Requirements:

• High school diploma or GED
• Extremely professional, highly motivated, confident, and outgoing
• 3+ years of sales, client services, and customer acquisition experience preferred
• Securities license or industry experience in life and annuity insurance products and policies, a plus
• Ability to work both independently and in a team environment with little supervision
• Demonstrated analytical, problem solving & decision-making skills
• Ability to multi-task and prioritize workload under tight deadlines in a fast-paced environment with a “follow-up until resolved” mindset
• Must escalate appropriate issues in a timely fashion

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

COVID-19 considerations:
We take COVID precautions by encouraging safe and healthy practices.

Ability to commute/relocate:

• Elkhorn, NE 68022: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• How many years of experience do you have in this field?

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Work Location: One location