Insurance Solutions Specialist - Life & Annuities

OCI; Omaha, Northern (NE, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

OCI in Omaha, NE is seeking a detail-oriented Financial Solutions Specialist to join our team. You will support the Financial Solutions Department by handling client communications, processing insurance applications, and assisting with underwriting and quoting.

You will collaborate with our Financial Solutions team, Account Executives, and Business Development to ensure clients have a seamless experience. The role emphasizes relationship-building and proactive service to drive positive outcomes.

Qualifications

• Interest in the insurance industry and related products.
• Strong written and verbal communication skills.
• Ability to build and sustain relationships and work as part of a team.

Responsibilities

• Manage quotes across life, long-term care, and annuity products.
• Build and maintain relationships with internal sales reps and carrier partners.
• Assist clients by completing insurance applications for our Financial Solutions Sales teams.
• Be the go-to for returning voicemails and emails from agents, providing quotes and process status.
• Assist contracting team with carrier requests and follow-up to ensure contracting requirements are met.
• Keep CRM up to date with quotes, applications, and communications.
• Work toward obtaining required insurance licensing and certifications within stated timelines.

Skills

CRM Proficiency

Verbal & Written Communication

Interpersonal Skills

Proactive Mindset

Tools

CRM Systems

Job description

OCI in Omaha, NE is seeking a detail-oriented Financial Solutions Specialist to join our team. You will support the Financial Solutions Department by handling client communications, processing insurance applications, and assisting with underwriting and quoting.

You will collaborate with our Financial Solutions team, Account Executives, and Business Development to ensure clients have a seamless experience. The role emphasizes relationship-building and proactive service to drive positive outcomes.