Agency Group Product Analyst

American FidelityOklahoma City, OK
11h

About The Position

Solicit Group Insurance proposals for American Fidelity Career Field Sales Staff through carriers for products that American Fidelity does not underwrite. These products include the following: Dental, Vision, Employer Paid Disability (STD/LTD), Employer Paid Basic Life/AD&D and Voluntary Life/AD&D, and other insurance products as needed. Responsible for the overall Renewal Management Process of our $55 million plus block of business. This block generates gross revenue in excess of $5.4 Million annually to the Agency (as of 12/31/2022). The management of the Renewal Process requires the following skills: Strong Communication, Negotiation, and Analytical Skills when interacting with both Carrier Partners and Career Field Sales Staff, as well the ability to suggest alternate strategies in order to retain the business. Provide guidance and training to Career Field Sales Staff as relating to proposals as well responding to questions regarding Group Products and procedures. Facilitate solutions with Field Staff and Carrier Partners on the overall management of the Group. American Fidelity specializes in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services. We’re focused on offering a different opinion to our Customers – making things easier for them by providing benefits administration and education. For our policyholders, we help provide financial security through our benefit offerings, which provide coverage for some of life’s worst events – cancer, accidents, critical illnesses, death and more – and for some of life’s best – childbirth, retirement and more. Learn more about us!

Requirements

  • Bachelor’s Degree From Four-Year College or University
  • 3 years up to 5 years
  • 3 years need to be job specific
  • Must hold Active Life/Accident/Health Insurance
  • Strong Group Insurance Product Knowledge
  • Strong organization and project management skills, detail oriented.
  • Strong interpersonal skills including ability to interact, consult, influence/persuade, negotiate and direct on a daily basis.
  • Solutions oriented, Self-Motivated and Results Driven
  • Conflict Management Skills
  • Strong analysis and interpretation skills
  • Strong oral and written communication skills
  • Proficieny with SalesForce, Enrollment Software and technology solutions

Responsibilities

  • Solicit Group Insurance proposals for American Fidelity Career Field Sales Staff through carriers for products that American Fidelity does not underwrite.
  • Responsible for the overall Renewal Management Process of our $55 million plus block of business.
  • Provide guidance and training to Career Field Sales Staff as relating to proposals as well responding to questions regarding Group Products and procedures.
  • Facilitate solutions with Field Staff and Carrier Partners on the overall management of the Group.
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