Note: The job is a remote job and is open to candidates in USA. Banner Life Insurance Company is a forward-thinking organization committed to transforming purpose into progress. The Agent Sales Case Manager will support the Account Growth Manager and serve as a key contact for Network IMO agents, focusing on proactive communication and customer experience while assisting in achieving production and growth goals.
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
Skills
- 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
- Some college preferred
Benefits
- Sign-on bonus
- Long term incentives
- Annual bonuses
- Eligible to participate in the Annual Incentive Plan
- Bonuses are pro-rated based on start date
- 10 vacation days and 10 sick days that are accrued on a bi-weekly basis
- 9 paid holidays throughout the calendar year
- Health, life, and dental insurance
- 401K with company match up to 6% as well as a pension package
- Generous time off
- Wellbeing initiatives throughout the year (we like doing fun stuff)
- Professional development and we’ll support and mentor you in your career progression
- Enjoy time off to volunteer for those causes that matter most to you!
Company Overview