Financial Solutions Specialist

OCi Insurance & Financial Services; Omaha (NE); On-site; USD 50,000 - 70,000; Full time

Job summary

OCI Insurance & Financial Services in Omaha, NE is seeking a detail oriented and customer-focused Financial Solutions Specialist to support our team by managing client communications, processing insurance applications, and assisting with underwriting and quoting.

You’ll collaborate with the Financial Solutions Department, Account Executives (AEs), and Business Development (BD) teams to ensure our clients have the best possible experience.

Qualifications

• Experience in life insurance, long-term care, or annuities is a plus, with eagerness to learn.
• Strong written and verbal communication skills; proactive attitude.
• Proficiency in using CRM systems and other sales support tools.
• Excellent interpersonal skills; ability to build and sustain relationships.

Responsibilities

• Quote Management: Run term life, juvenile life, permanent life, disability, index annuities and MYGA quotes.
• Follow up on outstanding quotes to ensure everything is on track.
• Relationship Building: Build and maintain strong relationships with internal sales reps and carrier partners.
• Client Support: Assist clients by completing insurance applications on behalf of our Financial Solutions Sales teams.
• Communication: Be the go-to person for returning voicemails and emails from agents.
• Contracting Assistance: Work with contracting team to handle carrier requests and follow up with agents.
• CRM Management: Keep CRM up to date with quotes, applications, and communications.
• Certification and Licensing: Obtain insurance license within 6–12 months; complete required certifications.

Skills

CRM proficiency

Verbal communication

Written communication

Relationship building

Proactive attitude

Teamwork

Independent work

Tools

CRM systems

Job description

Are these statements true for 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.

We are seeking a detail oriented and customer-focused Financial Solutions Specialist to join our team in Omaha, NE. In this role, you’ll be a key player in our Financial Solutions Department, supporting the team by managing client communications, processing insurance applications, and assisting with underwriting and quoting. You’ll collaborate closely with our Financial Solutions Department, Account Executives (AEs), and Business Development (BD) teams to ensure our clients have the best possible experience.

Key Responsibilities:

• Quote Management:
• Run term life, juvenile life, permanent life, disability, index annuities and MYGA quotes.
• Follow up on outstanding quotes to ensure everything is on track.
• Relationship Building:
• Build and maintain strong relationships with our internal sales reps and carrier partners.
• Client Support:
• Assist clients by completing insurance applications on behalf of our Financial Solutions Sales teams, ensuring a seamless and positive experience.
• Communication:
• Be the go-to person for returning voicemails and emails from agents, providing them with the information they need on quotes, processes, and status.
• Contracting Assistance:
• Work closely with our contracting team to handle carrier requests.
• Follow up with agents to ensure they complete contracting requirements.
• CRM Management:
• Keep our CRM system up to date with all relevant information on quotes, applications, and communications.
• Certification and Licensing:
• Obtain your insurance license within the first 6 to 12 months
• Complete the Long-Term Care Partner Certification (4-hour course).
• Complete Annuity Suitability Training and test (6-hour course).
• Compensation may increase after all certifications and licensure are completed.

Requirements

The ideal candidate is someone with a strong interest in the insurance industry, including life, long-term care, and annuities. You’ll thrive in the role if you have excellent written and verbal communication skills, a proactive attitude, and a strong desire for personal and professional growth.

The Rockstar Candidate:

• Experience in life insurance, long-term care, or annuities is a plus, but if you’re eager to learn, we’re eager to teach!
• Proficiency in using CRM systems and other sales support tools.
• Excellent verbal and written communication skills, especially for handling emails and phone calls.
• Strong interpersonal skills with the ability to build and sustain relationships.
• Proactive and self-motivated, with a results-oriented mindset.
• Ability to work independently while being a strong team player.