Account Growth Coordinator

Banner Life family of companies•Frederick, MD

12d•$49,500 - $59,400•Remote

About The Position

The Account Growth Coordinator (NIMO) supports the Account Growth Manager (NIMO) and VP, National Accounts, and serves as a customer-facing point of contact, working directly with Network IMO agents with a focus on proactive communication to provide a first-class customer experience. The Account Growth Coordinator (NIMO) assists in achieving the established production, growth, and profitability goals. This is a high-growth position that offers the ability to learn and master many skills, including account management and growth, and business development. Some tasks may include; new agent onboarding, assisting with agent questions and concerns, placing outbound calls to promote the placement of pending business, and running data reports as requested.

Requirements

Some college preferred
1-3 years of life insurance, or related field, experience
1-3 years experience in a customer service-related position with telephone experience
1+ years of industry experience, with at least 1 year in a customer contact sales role
Understanding of life insurance distribution channels and business models
Understanding of life insurance underwriting and operational management practices
Strong interpersonal skills to establish relationships with sources of intelligence within the company, the industry and within the Digital Distribution channel
Customer Service focused
Detail oriented and high tolerance for repetitive tasks
Ability to communicate with all levels within the organization
Ability to manage multiple projects with focus on individual delivery dates
Ability to work independently and within a team environment
Strong work ethic, initiative, and the ability to accept full ownership of responsibilities
Ability to telecommute from primary residence
DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps

Responsibilities

Serve as a key contact for assigned Network IMO agents, keeping our customer at forefront of all discussions.
Correspond effectively, using proper grammar and spelling, with our Network IMO agents, within the department, with internal partners, vendors, and other administrative service departments to assist in problem resolution, expediting business, and/or escalate to management for further handling.
Promote L&G products and programs to assigned Network IMO’s and their agents, network marketing distribution and their staff to include leadership, sales, marketing, operations and technology teams. Train and onboard agents and other staff during initial launch and ongoing training. Maintain all contact lists for Network IMO accounts and cultivate strong relationships to advance LGA positioning
Achieve all internal and client deadlines to ensure successful implementation of key programs
Proactive communication with our newly appointed Network IMO agents, ensuring they are successfully onboarded. Continued follow-up proactive communication to scaled production and business written by Network IMO agents.
Work in collaboration with Network IMO channel leaders to assess new opportunities of distribution relationships. Work in tandem with the Account Growth Manager (NIMO) to onboard, train and launch new Network IMO and related distribution relationships.
Work in close collaboration with Account Growth Manager (NIMO) and VP, National Accounts (NIMO) to monitor business inventory of issued and pending policies, proactively sharing information with agencies with a focus on improving placement.
As required, serve as liaison and escalation resource for agencies, connecting and facilitating hand-off to appropriate key contacts in other departments.
Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.
Process all other duties as assigned by department management
Travel to distribution events, conferences or trainings as needed.
Collaborate cross-departmentally with stakeholders across business units to resolve or escalate agent issues.
Provide daily reporting to distributor partners as needed.
Work collaboratively with colleagues within the team to spread phone and email workload appropriately.
Provide concierge service as needed to key distribution relationships.
Assist Network IMO leaders with trainings to field agents.
Escalate trending issues and concerns to the Network IMO leadership