Senior Insurance Wholesaler - Life

Alliant Insurance ServicesOmaha, NE
2dOnsite

About The Position

Alliant Insurance is hiring a Senior Insurance Wholesaler (internally known as a Senior Marketing Consultant) for our Senior Market Sales office in Omaha, NE! https://www.seniormarketsales.com/ POSITION HIGHLIGHTS In office Monday - Friday: 8420 W Dodge Rd Omaha, NE 68114Hours: Monday - Thursday 7:30 AM - 430 PM, Friday 7:30 AM - 2:00 PMCompensation is a combination of base salary + commission SUMMARYResponsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Department to increase company revenue and profit; and has a leadership role with less experienced marketers and carrier relations; and participates in setting the strategic direction of the department and represents the company professionally at outside events.

Requirements

  • High School or GED
  • Bachelor's Degree Marketing or related field, or equivalent combination of education and experience
  • Five (5) or more years General Insurance Industry or related field (financial Services, marketing, web-based business, business-to-business customer service or call center
  • Valid Insurance License within 90 Days
  • Enhanced knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.
  • Fully proficient in SMS products, technology and services.
  • Highly experienced in working effectively with inbound and outbound callers/ customers.
  • Proficient at negotiating and problem solving to resolve internal and external conflicts.
  • Proven skill in initiating change needed to help Department improve processes and achieve business goals.
  • Proven skill in the use of office equipment including computer, fax, printer, telephone system, etc.
  • Proficient in the use of time management and organization skills and leads by example in terms of documentation, Contact Manager usage, etc.
  • Experience in maintaining effective working relationships with all customers, employees and the general public.
  • Maintains confidentiality of discussions including SMS business strategy, carrier data, employee personal information; and anyNondisclosure Agreements that are entered into by the Company.
  • Excels in project management.
  • Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred) including conducting effective webinars with producers.
  • Proven ability to communicate effectively, both orally and in writing, in a constructive manner and properly document information such as contracts sent, conversations with agents and agent or company commitments in the Contact Manager.
  • Proven ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
  • Proven ability to engage in effective interpersonal interaction, verbal communication and written communication.
  • Proven ability to persuade.
  • Successfully able to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
  • Proven ability to read, write and communicate English effectively and articulately.
  • Proven ability to maintain all company policies, including all confidentiality and safety policies.
  • Effectively and actively contribute to team effort.
  • Proven ability to work independently, exercise independent judgment, make and execute decisions.
  • Proven ability to be a self-starter motivated and accomplish goals and tasks within a given time frame.

Responsibilities

  • Promote the company’s product portfolio at a “proficient” level to qualify for the Senior Marketing Consultant position within product area and the ability to cross-sell, educate and promote 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.
  • Manage Team Roster and excel in managing book of business.
  • Demonstrated expertise in all aspects of the job including task management, carrier knowledge, technology, problem solving, negotiating and marketing strategies.
  • Represents company at carrier meetings, teleconferences and has authority to contact selected carrier reps to resolve problem situations.
  • Serves as a resource for newer marketers in mastering the role.
  • Follows all company procedures and fully capable to manage the most sensitive relationships.
  • Develops strong relationships between departments and communicates effectively in writing, phone and stand-up presentations.
  • Has assigned regional responsibilities for carriers that are managed regionally.
  • Regularly leads discussions at Department marketing meetings and is respected by peers, carriers and producers.
  • Update and maintain 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.
  • Ability to conduct agent webinars, product introductions, special projects and prepare information for internal marketing meetings.
  • Assist with training of new employees.
  • Ability to travel on behalf of the company to attend meetings.
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