Account Growth Coordinator

Banner Life; Frederick (MD); A distancia; USD 50.000 - 59.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401K plan

Paid holidays

Pension plan

Descripción de la vacante

Banner Life Insurance Company seeks an Account Growth Coordinator (NIMO) to support the Account Growth Manager and VP, National Accounts. You will engage with Network IMO agents, promote products, onboard new partners, and manage data reports to drive production and profitability.

Remote EST role with growth opportunities and comprehensive benefits. The role emphasizes proactive communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment.

Formación

• Some college preferred.
• 1–3 years of life insurance or related field experience.
• 1–3 years in a customer service role with telephone experience.
• Understanding of life insurance distribution channels and business models.
• Strong interpersonal, communication, and organizational skills.

Responsabilidades

• Serve as a key contact for assigned Network IMO agents.
• Correspond effectively with Network IMO agents, internal partners, vendors, and departments to resolve issues.
• Promote L&G products and programs to Network IMO accounts and their staff; train onboarding.
• Meet internal and client deadlines to ensure successful program implementation.
• Proactively onboard new Network IMO agents and maintain ongoing follow-up communications.
• Collaborate with channel leaders to assess new distribution opportunities and onboard new relationships.
• Monitor business inventory and share updates with agencies to improve placement.
• Act as liaison for agencies and escalate issues to appropriate contacts.
• Communicate New Business policies and guidelines to customers and internal teams.
• Process all other duties as assigned by management; travel to events as needed.
• Travel to distribution events, conferences or trainings as needed.

Conocimientos

Interpersonal skills

Customer service

Communication

Detail orientation

Multitasking

Telecommuting

Educación

Some college

Descripción del empleo

Overview

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

1. Serve as a key contact for assigned Network IMO agents, keeping our customer at forefront of all discussions.

2. 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 elevate to management for further handling.

3. 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

4. Achieve all internal and client deadlines to ensure successful implementation of key programs

5. 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.

6. 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.

7. 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.

8. As required, serve as liaison and escalation resource for agencies, connecting and facilitating hand-off to appropriate key contacts in other departments.

9. Effectively communicate New Business policies, procedures, and guidelines to internal and external customers.

10. Process all other duties as assigned by department management

11. Travel to distribution events, conferences or trainings as needed.

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 Mbp

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 operating on EST.

The total compensation package for this position may include other elements, such as 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.