Internal Marketing Consultant, Financial Solutions

Alliant Insurance Services•Omaha, NE

1d•Onsite

About The Position

Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments to increase company revenue and profit. The role involves extensive agent support, including promoting products, developing marketing plans, handling numerous daily telephone calls with agencies and agents, recruiting, training, servicing, and assisting agents to maximize their production. It also includes assisting with transactional issues, communicating product information, monitoring compliance, providing technical support and coaching, identifying top producers and problem agents, and recruiting agents for special opportunities. Department support functions include updating and maintaining contact management system information, managing team rosters, and updating task lists, along with having working knowledge of various reports and technology tools. The consultant will also work on special projects and assist management as requested.

Requirements

Bachelor's Degree in marketing or a related field
High School Diploma or GED
Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience
Life/Health Insurance license
Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer
Knowledge of the general industry procedures, practices and terminology
Skill in working effectively with inbound and outbound callers/customers
Skill in negotiating and problem solving to resolve internal and external conflicts
Skill in the use of office equipment including computer, fax, printer, telephone system, etc.
Skill in the use of time management and organization skills
Skill in maintaining effective working relationships with all customers, employees and the general public
Skill in project management
Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)
Ability to communicate effectively, both orally and in writing, in a constructive manner
Ability to approach and communicate with a wide range of personalities in a professional and courteous manner
Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations
Ability to engage in effective interpersonal interaction, verbal communication and written communication
Ability to persuade
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests
Ability to read, write and communicate English effectively
Ability to maintain all company policies, including all confidentiality and safety policies
Ability to actively contribute to team effort
Ability to work independently, exercise independent judgment, make and execute decisions
Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame
Strong verbal and written proficiencies of the English language is required

Nice To Haves

Bilingual (Spanish and English) preferred

Responsibilities

Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services
Develop assigned marketing plans and provide service assistance to agents
Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products
Recruit, train, service and assist agents to enable agents to produce at highest level possible
Assist agents with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email
Communicate with agents regularly regarding product information, rate changes and key agent benefits
Monitor compliance with program reporting rules and sales requirements
Provide technical support training, sales and marketing coaching
Identify and cultivate top producers
Identify problem agents
Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.)
Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships
Update and maintain Contact Management System information in accordance with policies and procedures
Manage Team Roster
Update and maintain task list
Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools
Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees
Assists with special projects/assignments as requested by members of management
Performs other duties as assigned by management