Account Growth Coordinator
New
J
JobgetherLife insurance
Based in the United States, Working hours aligned with Eastern Standard Time (EST).Full-TimeMiddle
SalaryAnnual salary: Expected compensation ranging from $49,500 to $59,400, depending on qualifications and experience. Annual incentive plan: Eligibility for an annual performance-based bonus, with a current target of 3% of base salary, subject to corporate and individual performance.
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Job Details
- Experience
- 1–3 years of professional experience in life insurance or a related industry; 1–3 years of experience in a customer service-oriented role, including regular telephone communication; at least 1 year of industry experience, including a minimum of 1 year in a customer-facing sales position.
- Required Skills
- Customer serviceAccount Management
Requirements
- Some college education preferred.
- 1–3 years of professional experience in life insurance or a related industry.
- 1–3 years of experience in a customer service-oriented role, including regular telephone communication.
- At least 1 year of industry experience, including a minimum of 1 year in a customer-facing sales position.
- Understanding of life insurance distribution channels, distribution models, and agency business operations.
- Familiarity with life insurance underwriting processes and operational management practices.
- Ability to manage multiple projects, competing priorities, and deadlines.
- Ability to handle repetitive administrative and operational tasks accurately.
- Ability to work remotely from a primary residence with reliable DSL or equivalent internet providing at least 50 Mbps download and 10 Mbps upload.
Responsibilities
- Serve as the primary point of contact for assigned Network IMO agents and respond to inquiries.
- Coordinate onboarding, training, and ongoing development for newly appointed agents and distribution partners.
- Promote life insurance products, services, and business programs to Network IMO partners and their distribution teams.
- Conduct outbound calls to support placement of pending business and meet sales and production objectives.
- Monitor issued and pending policies with account management and national accounts leadership, and identify opportunities to improve placement rates.
- Maintain contact databases and professional relationships for assigned Network IMO accounts.
- Coordinate with internal departments, vendors, and business partners to resolve issues and escalate complex matters.
- Prepare and run reports to support account monitoring, performance tracking, and management decisions.
- Support new distribution partnership opportunities and the launch of new Network IMO relationships.
- Participate in industry events, distribution conferences, and training sessions as required.
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