Associate Life Agency Support Specialist (Hybrid)

As an Associate Life Agency Support Specialist you will provide agents with Life sales expertise focused on various distribution channels. You will creates action plans that support growth and profitability, and be responsible for conserving existing life insurance policies through proactive and reactive conservation efforts.

In this Hybrid role, you will spend 50% of your time (10 days a month) working from office, proximate to one of our office locations (within approximately 35-50 miles). Madison, WI 53783; Boston, MA 02110; St. Joseph, MO 64507; Phoenix, AZ 85034, Minneapolis, MN 55305, Keene, NH 03134, Denver, CO 80014.

Internal candidates are encouraged to apply and should review the internal mobility guidelines in the hybrid policy reference guide for more information on potential relocation.

Position Compensation Range:

$52,000.00 - $85,000.00

Pay Rate Type:

Salary

Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Primary Accountabilities

·       Guide agents on systems, products, sales process and procedures to the applicable distribution channel, throughout the sales process and assists agents in resolving issues and questions related to product issuance, underwriting, procedures or other matters requiring a high level of technical expertise.

·       Provide the applicable distribution channel with product information, customer planning, life technical support and sales consulting assistance, including estate protection, business succession and retirement income products strategies leading to more sales.

·       Assist in resolving issues related to product issuance, procedures or other matters requiring a high level of technical expertise. This may involve collaboration between business partners within Life and outside of Life.

·       Seek opportunities to increase agents’ product knowledge and expertise relative to Life products i.e., tax laws, legal issues, insurance environment, regulations, as it pertains to the life insurance industry.

·       Review existing coverage and advises customers regarding policy options. Identifies gaps in coverage and advises the customer of their risks; recommends additional coverage as needed and suggests cost-saving options. Initiates and maintains positive relationships with the applicable distribution channel to promote life insurance sales. Interprets the point of view of our customers and suggests courses of action based on feedback.

·       Assist management and staff with implementing and/or revising processes and practices to promote and deliver a superior customer experience.

·       Maintain a high level of knowledge of competitive insurance product developments and procedures. Analyzes competitor strategies, programs and products and proposes enhancements to complement the competitive position of our agents and company.

·       May be requested to complete other assignments or participate in projects based upon skills, achievements, or experience.

 

Specialized Knowledge, Skills, and Education Requirements

·       Demonstrated experience providing customer-driven solutions, support or service.

·       Demonstrated experience in a sales environment.

·       Solid knowledge and understanding of insurance industry.

·       Demonstrated experience with PC software applications.

·       Solid knowledge and understanding of Life Insurance products.

 

Travel Requirements

·       Up to 10%

 

Insurance License Options

·       Life insurance producer licenses for all operating and/or service states must be obtained within 60 days of hire.

·       Chartered Life Underwriter Designation (CLU) must be obtained within a year of accepting this position

 

 

Physical Requir