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Annuity Case Manager

Insurance Agency Marketing Services, Inc. Elkhorn, NE

Job Description

Annuity Case Manager

Insurance Agency Marketing Services is a 33 year old company that is looking to expand its administrative department. To be successful an individual must be an excellent communicator, capable of critical thinking and problem solving.  This position requires a dedicated individual with an energetic, goal oriented personality.  Insurance service background is a must. This applicant must be willing to learn and advance in a career. The working environment is business casual and team oriented. 

Duties and responsibilities:

  • Assist account representatives in their day to day activities:  This would include working with insurance professionals to insure that they have forms, information and sales proposals needed to complete sales; working with various companies to insure that the issue process is proceeding adequately and communicating between the two.
  • Process Life New Business - Review new business applications, enter into database files and keep track of marketing credits on the conversion charts.
  • Maintains data files and documents, answers telephone calls and email inquiries, composes reports, presentations and materials.
  • Builds/Maintains strong and effective relationships with producers.
  • Manages special projects.
  • Provides data entry for various ongoing daily and monthly reporting.
  • Performs other duties as assigned.

Requirements of a Qualified Candidate: 

  • Self-motivated.
  • 1- 2 years experience in insurance is preferred.
  • Demonstrate problem-solving and decision-making skills.
  • Should have a basic working knowledge of Microsoft Word, Access, Excel and PowerPoint.
  • Must be able to work independently while maintaining a team relationship.
  • Excellent verbal, written and listening skills are required.
  • Must possess excellent time management skills.
  • Must possess above average talent for handling multiple high priority tasks.
  • College Education is preferred.

Job Details

Date Posted November 5, 2019
Date Closes December 5, 2019
Address 505 N. 210th Street
Located In Elkhorn, NE
Department Annuity Marketing
Function Case Management
Job Type Full-time Employee
Compensation Hourly Wage
Experience Level Entry Level (0-2 yrs. experience)
Hours full time hours per week
Start Date Immediately
Positions Available 2
SOC Category 41-3021.00 Insurance Sales Agents
Zipcode 68022
Name Lisa Heuring
Address 505 N 210th Street
City, State and Zip Elkhorn, NE 68022
Phone 402-330-7096
FAX 402-330-7296

This job offers the following benefits

  • Casual Dress
  • Employee Referral Program
  • Free Parking
  • Health Club Membership
  • On-the-Job Training
  • Paid Holidays
  • Paid Vacations
  • Sick Leave
  • Wellness Program
  • Merit Increases

This job requires the following skills

  • Clerical
  • Contract Administration
  • Customer Service
  • Document Processing
  • Editing and Proofreading
At a Glance
Enjoy these benefits
  • Casual Dress
  • Employee Referral Program
  • Free Parking
  • Health Club Membership
  • On-the-Job Training