Mutual of Omaha specializes in delivering exceptional client service and innovative solutions. They are seeking a motivated individual to join their Sales team as a Sales Analyst, where the role involves managing quote activities, preparing proposals, and ensuring compliance with industry regulations.
Responsibilities
- Be the driving force behind our Sales team's success. Proactively manage quote activities, develop relationships with broker partners, and contribute to achieving ambitious sales goals
- Take charge of the proposal process. Receive and manage RFPs, prepare compelling proposals, and ensure timely responses. Your attention to detail will make our presentations stand out
- Dive into life and long-term disability cases. From underwriting to quoting premium rates, you'll be a pivotal part of the sales process, ensuring accuracy and appropriateness
- Coordinate the installation process, partnering with various stakeholders to ensure seamless transitions. Your dedication ensures accuracy in paperwork and client satisfaction
- Keep abreast of industry trends, product knowledge, and ensure compliance with State Insurance Department regulations. Your expertise will be crucial in maintaining our reputation for excellence
Skills
- Proficient in Excel, Word, and various software systems
- Typing, spelling, and grammar skills are second nature
- Ability to communicate effectively, both verbally and in writing
- Ability to foster positive interactions and build lasting client relations
- Ability to work at our home office located in Minneapolis, MN office, in a hybrid environment
- Proactively manage quote activities
- Develop relationships with broker partners
- Contribute to achieving ambitious sales goals
- Receive and manage RFPs
- Prepare compelling proposals
- Ensure timely responses
- Dive into life and long-term disability cases
- Underwriting to quoting premium rates
- Coordinate the installation process
- Partner with various stakeholders to ensure seamless transitions
- Ensure accuracy in paperwork and client satisfaction
- Stay abreast of industry trends and product knowledge
- Ensure compliance with State Insurance Department regulations
- Life and Health Licensed
Benefits
- 401(k) plan with a 2% company contribution and 6% company match.
- Work-life balance with vacation, personal time and paid holidays.
Company Overview
Mutual Of Omaha is a mutual insurance and financial services company helping clients achieve their financial goals. It was founded in 1909, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is http://www.mutualofomaha.com.