Life Insurance Solutions Specialist

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

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