Annuity Insurance Case Manager

2022 Company goals closed strong exceeding our expectations and 2023 is set up to be even better. Come join our team and be a part of it!

Insurance Agency Marketing (IAMS) has been around for 37 years and is one of the largest, independently owned Insurance Marketing Organizations in the country. We are experiencing significant growth and as a result, we are looking for Annuity Insurance Case Managers to join our Annuity team and help support this growth. We look for the best and the brightest; our employees drive our success. Working at IAMS, you will be integrated in a fast-paced, family oriented, positive and fun employee focused environment with the freedom and ability to control your path. This is our commitment to you. If this sounds like something you might be interested in, we want to talk with you!

Job Duties and Responsibilities:

Essential Job Duties:

• Provide accurate and timely service via phone (incoming and outgoing), email and written communication to IAMS’ licensed agents.
• Process Annuity New Business applications from submission to commission; review annuity applications and corresponding paperwork for accuracy and completeness, document outstanding requirements, enter the application in the CRM and follow up with carriers until the business is issued.
• Proactive, daily follow up with carriers to ensure the pending business is being processed timely, accurately noting CRM with current status and promptly communicate status details to the agent.
• Manage agent and carrier caseload with a sense of urgency, dedication to accuracy and responsiveness, while identifying high priority situations and acting accordingly.
• Work closely with insurance agents to ensure they have the correct, up-to-date application paperwork required to submit annuity business.

· Build and maintain strong and effective long-term working relationships with IAMS producers.

· Scrub applications identifying incorrect or inaccurate information and making necessary changes to ensure it’s accuracy.

· Make sure financial assets and affordability qualifications are met.

· Act as the liaison between the carriers and agents.

• Manage special projects as assigned.
• Regular and punctual attendance is required in order to meet business service level standards.

Financial Dimensions:

• This position is full-time, exempt

Positions Reporting to this Position:

• Direct: None
• Indirect: None

Working Relationships:

• Works with licensed insurance professionals and carriers across the country
• Works closely with sales and marketing team
• Works with vendors and business partners who provide products/services to IAMS frequently

Qualifications and Job Requirements:

• High school diploma/GED
• 2+ years of industry or relevant experience preferred
• Must have professional phone etiquette & be outgoing
• Ability to work both independently and in a team environment with little supervision
• Demonstrated analytical, problem-solving and decision-making skills
• Strong interpersonal, verbal and communication skills
• Ability to interact with internal and external individuals at all levels including Management
• Basic proficiency with Microsoft Office Suite to include Outlook, Word and Excel, administration, data entry, keyboarding skills
• Ability to multitask and to prioritize workload under tight deadlines in a fast-paced environment with a “follow-up until resolved” mindset
• Must escalate appropriate issues in a timely fashion
• Must be detailed oriented with accuracy

Compensation and Benefits

• Competitive base salary based on experience and skills
• Company year-end bonus if Company goals are achieved
• Medical health and dental insurance after 60 days of employment – 80/20 plan with BSBS. Employee pays for 20% of the premium cost.
• Monthly Company paid HSA contributions between $100 - $200 after 90 days of employment
• 401K retirement plan after 12 months of employment – employer match up to 4%
• 7 paid holidays
• PTO day during birthday month
• PTO – (0-3 years) = 15 days per year; accrued at 1.25 days per month (4+ years) = 20 days per year; accrued at 1.67 days per month
• Employee anniversary cash based on years of service
• Employee birthday lunch cash
• Holiday cash (Thanksgiving & Christmas)
• Employee referral bonus – if referred hire is employed for 90 days ($250 bonus) 180 days ($500 bonus)
• Paid National Guard or Reserve Duty
• Paid Jury or Election Duty Paid
• Paid bereavement time off for immediate family/friend loss

Our Company:

Insurance Agency Marketing Services (IAMS) is one of the largest, independently owned Insurance Marketing Organizations in the country. Over its 36 year history, IAMS is committed to the principles of service, integrity and professionalism while providing our valued insurance agents the highest quality of service with the goal of exceeding expectations. Building trust and fostering lasting relationships are the essence of who we are and a fundamental part of our Company values. IAMS has experienced significant growth and has remained stable and thriving as a leader in the industry. IAMS is dedicated to maintain a small business, family oriented, positive and productive work environment and focus on the wellbeing of our employees, and company culture. Our company specializes in life insurance and annuities and supports independent producers throughout the country.

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Topeka, KS 66604: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have experience on the phones?

Experience:

• Life insurance case management: 2 years (Preferred)
• Case management: 1 year (Preferred)

Work Location: One location

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