Annuity Support Services Coordinator

2 weeks ago


Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full time
Overview:
Are you embarking on a new career path? If you are seeking an entry-level role within the insurance sector, we have an exciting opportunity for you.

Position Summary:
The Annuity Support Services role at Insurance Agency Marketing Services, Inc. is essential for assisting the Annuity New Business and Service teams, as well as our valued producers. The ideal candidate will possess a keen eye for detail and a strong commitment to completing tasks efficiently.

Key Responsibilities:
  • Assist the Annuity New Business and Service teams as required.
  • Process service forms, new business requirements, and applications to carriers as necessary.
  • Conduct data entry in the HQ/CRM system.
  • Respond to inbound inquiries from producers and carriers.
  • Make outbound follow-up calls to carriers, agents, producers, and transfer companies.
  • Maintain communication with agents and producers nationwide, primarily through phone and in-office interactions.
  • Ensure regular and punctual attendance to meet business service level standards.
  • Perform additional duties as assigned.
  • This is a full-time, in-office position with hours from Monday to Friday.
Qualifications:
  • High School diploma or GED.
  • Detail-oriented with a focus on accuracy.
  • Ability to adapt and be flexible as business needs evolve.
  • Must successfully pass a background check.
  • Professional phone etiquette is required.
  • Proficiency in Microsoft Office Suite.
  • Strong analytical skills with the ability to multitask while maintaining attention to detail.
  • Ability to work collaboratively within a close-knit team and with minimal supervision.
  • Excellent interpersonal, verbal, and communication skills.
  • Punctuality and attendance are critical as team members and clients rely on your presence.
Compensation and Benefits:
  • Competitive base salary based on experience.
  • Bonus potential.
  • Employer-paid BCBS medical insurance, along with employer HSA contributions.
  • 401k plan with employer matching.
  • Paid holidays and Paid Time Off.
About Insurance Agency Marketing Services, Inc.:
Insurance Agency Marketing Services, Inc. is a reputable and stable, independently owned Insurance Marketing Organization (IMO) established in 1986. We specialize in life and annuity insurance, providing support to independent agents and producers across the nation. Our strong relationships with leading carriers enable us to deliver exceptional service to our clients. At IAMS, we pride ourselves on our commitment to customer service, leveraging our size to offer personalized support. Our team is comprised of long-term employees who are experts in the industry, and we foster a collaborative environment that promotes stability, growth, and career development.

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