Agent Sales Case Manager

Account Growth Coordinator (NIMO)

At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better.

We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand.

By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better.

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.

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

Qualifications

Education

Some college preferred

Experience/Knowledge

• 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

Skills

• 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

What's in it for you?

The expected hiring compensation range for this position is $49,500 - $59,400 annually. This is a remote opportunity working on EST.

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.