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Annuity Services Support Representative

2 months ago

Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full time
Are you beginning your professional journey in the insurance sector? We have an exciting opportunity for you at Insurance Agency Marketing Services, Inc.

The role we are looking to fill is that of an Annuity Support Services Assistant. This position plays a crucial role in assisting the Annuity New Business and Service teams, as well as supporting our 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.
  • Undertake additional duties as assigned.
  • This is a full-time, in-office position, Monday through Friday.
Qualifications:
  • High School diploma or GED.
  • Strong attention to detail and accuracy.
  • Ability to adapt and be flexible as business needs evolve.
  • Must successfully pass a background check.
  • Professional phone etiquette is essential.
  • Proficiency in Microsoft Office Suite is required.
  • Strong analytical skills with the ability to multitask while maintaining focus on details.
  • Capability to work effectively within a close-knit team and independently.
  • Excellent interpersonal, verbal, and communication skills.
  • Punctuality and attendance are critical, as your team and clients rely on your presence.
Compensation & Benefits:
  • Competitive base salary commensurate with experience.
  • Potential for bonuses.
  • Employer-sponsored BCBS medical insurance, along with HSA contributions.
  • 401k plan with employer matching.
  • Paid holidays and time off.
About Insurance Agency Marketing Services, Inc.:

Established in 1986, Insurance Agency Marketing Services, Inc. is a reputable and stable, independently owned Insurance Marketing Organization (IMO). We specialize in life and annuity insurance, providing support to independent agents and producers across the nation. Our long-standing relationships with leading carriers enable us to deliver exceptional service to our clients.

At IAMS, we pride ourselves on our personalized approach and commitment to customer service. Our dedicated team members possess extensive industry knowledge, and we continue to grow by hiring talented individuals who share our values. Join us in a collaborative environment that fosters stability, growth, and success while allowing you to shape your career path.

IAMS is an Equal Opportunity Employer, M/F/D/V. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status.