Financial Solutions Account Associate

OCI Insurance & Financial Services; Omaha (NE); On-site; USD 32,000 - 42,000; Full time

Job summary

OCI Insurance & Financial Services in Omaha, NE is seeking a proactive Financial Solutions Account Associate to join our team in person. You will collaborate with agents and carriers to process life insurance applications, manage cases, and provide quotes and guidance across multiple carriers while keeping records accurate.

This role emphasizes clear communication, organization, and a willingness to learn. No prior insurance background is required; on-the-job training and mentorship are provided

Qualifications

• High school diploma or GED required.
• Excellent communication skills, written and verbal.
• Detail-oriented with strong organizational abilities.
• Willingness to learn and adapt in a collaborative environment.
• Team player who can work with agents and carriers.

Responsibilities

• Be the Go-To Expert: Collaborate with agents, carriers, and team members to submit, manage and place life insurance products. Your day will be filled with processing new applications, updating agents, and handling various questions related to life insurance.
• Tackle Case Management: Push individual cases along by clearing requirements, communicating with agents and carriers to understand the items needed to place a case, and ensure every detail is spot on.
• Assist & Advise: Help agents by providing quotes for individual clients, options for cases that need to move to new carriers and advising on any questions they have for the multiple carriers we work with.
• Keep Everything in Check: Maintain up-to-date records, communicate compliance requirements, and ensure smooth data and business communications for agents.
• Build Strong Connections: Create meaningful relationships with agents, carriers, and their staff to foster a collaborative and supportive environment.

Skills

Team player

Excellent communicator

Detail-oriented

Problem-solving

Tech-savvy

Adaptable learner

Education

High school diploma or GED

Tools

Outlook

Insurance carrier portals

Job description

Description

Do these statements apply to you?

• I’m excited to join a team and work together in person.
• I’m a positive person and others would say the same about me.
• I enjoy helping others reach their fullest potential.
• I strive to be the best version of myself.
• I’m excited to be actively engaged in a strong company culture.

If these describe your personality, then YOU are exactly the type of person we are looking for!

We're looking for a proactive and enthusiastic Financial Solutions Account Associate to be the linchpin in our financial solutions team. If you thrive in a collaborative environment and have a knack for clear communication, this role is perfect for you!

No Insurance background or qualifications are required. We provide on the job training, with supportive team members, and career mentorship.

At OCI, we know insurance can be complex, confusing, and boring. We’re not!

The Role

What You’ll Do:

• Be the Go-To Expert: Collaborate with agents, carriers, and team members to submit, manage and place life insurance products. Your day will be filled with processing new applications, updating agents, and handling various questions related to life insurance.
• Tackle Case Management: Push individual cases along by clearing requirements, communicating with agents and carriers to understand the items needed to place a case, and ensure every detail is spot on!
• Assist & Advise: Help agents by providing quotes for individual clients, options for cases that need to move to new carriers and advising on any questions they along the way for the multiple carriers we work with.
• Keep Everything in Check: Maintain up-to-date records, communicate compliance requirements, and ensure smooth data and business communications for agents.
• Build Strong Connections: Create meaningful relationships with agents, carriers, and their staff to foster a collaborative and supportive environment.

Who You Are:

• Eager Learner: Some insurance knowledge is great, but your willingness to learn and adapt is even more important.
• Team Player: You play well with others and communicate effectively, both verbally and in writing.
• Detail-Oriented: With a keen eye for detail and a proactive approach, you tackle challenges head-on.
• Tech-Savvy: Comfortable using Outlook with the ability to navigate various insurance carrier portals with ease.

Requirements

Your Skills:

• Resourceful Problem-Solver: You find solutions and think outside the box.
• Organized Multitasker: Manage multiple tasks efficiently without missing a beat.
• Excellent Communicator: Whether it's written or verbal, you know how to get your message across clearly and effectively.
• High school diploma or GED