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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:
- 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 www.iamsinc.com to learn more.
keywords: insurance marketing, annuity sales, life insurance sales, financial services
Job Type: Full-time
Pay: From $40,000.00 per year
- Health insurance
- Paid time off
- Retirement plan
- Monday to Friday
Supplemental pay types:
- Bonus pay
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)
- One location
Work Location: One location
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