Annuity Case Manager job vacancy in Insurance Agency Marketing Services, Inc – Jobs in Nebraska

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Job Details
Company Name : Insurance Agency Marketing Services, Inc
Company Location : Omaha, NE 68022
Job Position : Annuity Case Manager
Job Category : Jobs in Nebraska

Job Description :

Annuity Service Representative

Insurance Agency Marketing Services is a 35-year-old company that is looking to expand its administrative department. To be successful an individual must be an excellent communicator, capable of critical thinking and problem solving. This position requires a dedicated individual with an energetic, goal-oriented personality. Insurance service background is a plus. This applicant must be willing to learn and advance in a career. The working environment is business casual and team oriented.

Duties and Responsibilities:

  • Assist account representatives in their day-to-day activities: This would include working with insurance professionals to ensure that they have forms, information and sales proposals needed to complete sales; working with various companies to ensure that the issue process is proceeding adequately and communicating between the two.
  • Process Annuity New Business.
  • Maintains data files and documents, answers telephone calls and email inquiries, composes reports, presentations, and materials.
  • Builds/Maintains strong and effective relationships with producers.
  • Manages special projects.
  • Provides data entry for various ongoing daily and monthly reporting.
  • Performs other duties as assigned.

Requirements of a Qualified Candidate:

  • Self-motivated.
  • 1- 2 years experience in insurance is preferred but not required.
  • Demonstrate problem-solving and decision-making skills.
  • Should have a basic working knowledge of Microsoft Word, Access, Excel, and PowerPoint.
  • Must be able to work independently while maintaining a team relationship.
  • Excellent verbal, written and listening skills are required.
  • Must possess excellent time management skills.
  • Must possess above average talent for handling multiple high priority tasks.
  • College Education is plus.

About Insurance Agency Marketing Services:

Insurance Agency Marketing Services (IAMS) is a field marketing organization working with independent financial advisors from all over the country. We provide administration, back-office support, marketing, case design, and more to our clients.

Visit to learn more.

keywords: insurance marketing, annuity sales, life insurance sales, financial services

Job Type: Full-time

Pay: From $40,000.00 per year


  • 401(k)
  • Health insurance
  • Paid time off
  • Retirement plan


  • Monday to Friday

Supplemental pay types:

  • Bonus pay

COVID-19 considerations:
We have implemented various safety procedures at our office to maintain the health and wellness of our employees.


  • Bachelor’s (Preferred)


  • Case Management: 1 year (Preferred)

Work Location:

  • One location

Work Remotely:

  • No

Work Location: One location

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