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Annuity Services Coordinator

2 months ago

Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full time
Position Overview:

Are you experienced in the insurance sector? We have an exciting opportunity for you at Insurance Agency Marketing Services, Inc. in our Annuity Services division. We are seeking a dedicated individual with a solid understanding of insurance principles, a proactive approach to learning, and a focus on achieving goals.

Key Responsibilities:
  • Deliver outstanding support to our licensed insurance agents regarding pending and active annuity or life insurance transactions.
  • Examine annuity applications and related documentation for precision and thoroughness, noting any outstanding requirements and following up with agents.
  • Engage in proactive daily communication with carriers to ensure timely processing of pending transactions, accurately updating our CRM with current statuses and promptly relaying information to agents.
  • Handle agent and carrier workloads with urgency, commitment to accuracy, and responsiveness, while identifying and prioritizing critical situations.
  • Establish and nurture strong, effective long-term relationships with IAMS producers.
  • Oversee special projects as assigned.
  • Maintain regular and punctual attendance to meet business service level expectations.
  • Perform additional duties as required.
Work Schedule:
This position operates Monday through Friday, full-time during standard office hours. Please note that this is not a remote position.

Qualifications:
  • Preferred experience in the insurance industry or a related field.
  • High school diploma or GED required.
  • Minimum of 2 years of administrative experience in insurance.
  • Experience with data entry and CRM systems is preferred.
  • Professional phone etiquette is essential.
  • Ability to collaborate within a close-knit team while working independently.
  • Strong analytical, problem-solving, and decision-making capabilities.
  • Excellent interpersonal, verbal, and written communication skills.
  • Proficiency in Microsoft Office Suite is required.
  • Adherence to policies, processes, and guidelines is crucial.
  • Ability to navigate multiple computer platforms while engaging with customers.
  • Flexibility and adaptability to changing business needs.
  • Attention to detail and accuracy is a must.
  • Punctuality and attendance are critical, as your colleagues and clients rely on your presence.
  • Must be able to successfully pass a background check.
Compensation and Benefits:
  • Competitive base salary commensurate with experience.
  • Potential for bonuses.
  • Employer-paid BCBS medical insurance, along with employer contributions to HSA.
  • 401k plan with employer matching.
  • Paid holidays and vacation time.
About Us:

Insurance Agency Marketing Services, Inc. (IAMS) is a well-established, independently owned Insurance Marketing Organization (IMO) that has been thriving since 1986. We specialize in life and annuity insurance, providing support to independent agents across the nation. Our long-standing relationships with several leading carriers enable us to represent their products and services effectively. At IAMS, we pride ourselves on delivering exceptional customer service, leveraging our size and specialization to offer immediate responses and personalized service. Our dedicated team members, who possess extensive industry knowledge, are the backbone of our success. We foster a collaborative environment that promotes stability, growth, and the opportunity for individuals to shape their career paths. If you are looking for a fulfilling career in a supportive environment, we would love to hear from you.