Now Hiring - Annuity Insurance Case Manager in Elkhorn, NE

Job description

The Insurance Marketing (IMO) Industry is absolutely thriving right now and as a result we're needing to expand in the area of Case Management/Client Services. It's a great time to explore what we have to offer and be a part of this growth.

Compensation & Benefits:

• Competitive base salary based on experience and skills
• Company year-end bonus if Company goals are achieved
• BCBS Medical health insurance after 90 days of employment. IAMS pays 100% of the individual employee premium
• Monthly Company paid HSA contributions between $100 - $200 after 90 days of employment
• 401K retirement plan after 12 months of employment – employer match up to 4%
• 7 paid holidays
• PTO day during birthday month
• PTO – (0-3 years) = 15 days per year; accrued at 1.25 days per month (4+ years) = 20 days per year; accrued at 1.67 days per month
• Employee anniversary cash based on years of service
• Employee birthday lunch cash
• Holiday cash (Thanksgiving & Christmas)
• Employee referral bonus – if referred hire is employed for 90 days ($250 bonus) 180 days ($500 bonus)
• Paid bereavement time off for immediate family/friend loss

Annuity or Life Case Manager/Client Services

Job Duties and Responsibilities:

• Provide exceptional service to our licensed insurance agents/producers for pending and in-force annuity or life business.
• Provide accurate and timely service via phone (incoming and outgoing), email and written communication to IAMS’ licensed agents/producers.
• Process Annuity New Business applications from submission to commission; review annuity applications and corresponding paperwork for accuracy and completeness, document outstanding requirements, enter the application in the CRM and follow up with carriers until the business is issued.
• Proactive, daily follow up with carriers to ensure the pending business is being processed timely, accurately noting CRM with current status and promptly communicate status details to the agent.
• Manage agent and carrier caseload with a sense of urgency, dedication to accuracy and responsiveness, while identifying high priority situations and acting accordingly.
• Work closely with insurance agents to ensure they have the correct, up-to-date application paperwork required to submit annuity business.
• Build and maintain strong and effective long-term working relationships with IAMS producers.
• Scrub applications identifying incorrect or inaccurate information and making necessary changes to ensure it’s accuracy.
• Make sure financial assets and affordability qualifications are met, assess eligibility for the carrier.
• Act as the liaison between the carriers and agents.
• Manage special projects as assigned.
• Regular and punctual attendance is required in order to meet business service level standards.

About IAMS:

Insurance Agency Marketing (IAMS) has been around for 37 years and is one of the largest, independently owned Insurance Marketing Organizations in the country. We specialize in life and annuity insurance and support independent agents/producers throughout the country, and we have long-term, solid relationships with several nationwide industry leading carriers and are very proud to have been one of the few selected IMO's to contract with certain carriers to represent their products and services. IAMS has a proven track record with providing the highest level of customer service to our clients. It is because we hire only the best and brightest to deliver this level of customer service; our employees drive our success. Working at IAMS, you will be integrated in a fast-paced, family oriented, positive and fun employee focused environment with the freedom and ability to control your path. IAMS is dedicated to maintain a small business, family oriented, positive and productive work environment and focus on the wellbeing of our employees, and company culture. This is our commitment to you. If this sounds like something you might be interested in, we want to talk with you!

Job Type: Permanent

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Elkhorn, NE 68022: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have experience on the phones?

Experience:

• Case management: 1 year (Preferred)
• Annuity case management: 1 year (Preferred)

Work Location: In person