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 Account Growth Coordinator (NIMO) plays a vital role in supporting the Account Growth Manager and VP of National Accounts, focusing on proactive communication and providing an exceptional customer experience for Network IMO agents.
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 Banner Life 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
Skills
- Some college preferred
- 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
Benefits
- Sign-on bonus
- Long term incentives
- Annual bonuses
- Annual Incentive Plan
- 10 vacation days
- 10 sick days
- 9 paid holidays
- Health, life, and dental insurance
- 401K with company match up to 6%
- Pension package
- Generous time off
- Wellbeing initiatives throughout the year
- Professional development
Company Overview
The Banner Life family of companies, established through its predecessor companies in 1949, consists of two insurance companies, Banner Life Insurance Company, which insures policyholders and annuitants in 49 states and DC, and Banner Life’s wholly-owned subsidiary, William Penn Life Insurance Company of New York, which insures policyholders and annuitants in New York. It was founded in 1949, and is headquartered in Frederick, Maryland, US, with a workforce of 501-1000 employees. Its website is https://www.bannerlife.com/.